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- Tasks: Collaborate with Financial Planners to create tailored financial planning recommendations.
- Company: Join a supportive and growing UK financial planning firm.
- Benefits: Salary up to £50,000, hybrid working, and excellent health support.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2 years of Paraplanning experience.
- Other info: Opportunities for career progression and a flexible work culture.
The predicted salary is between 45000 - 50000 £ per year.
If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.
In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommendations. You will be involved throughout the advice process, producing tailored suitability reports, undertaking detailed research and supporting ongoing annual reviews. You will handle a wide variety of cases across pensions, investments, protection and estate planning, giving you the chance to broaden your technical exposure. This role is well suited to someone who enjoys getting into the detail, thrives on accuracy, and wants to be part of a growing advice function where ideas for improvement are genuinely welcomed. The firm continues to expand nationally, meaning future opportunities may include progression into senior paraplanning, technical specialisms or adviser routes, depending on your ambitions.
Paraplanner Requirements
- Essential - Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Essential - Minimum 2 years Paraplanning experience within a UK financial planning environment
- Essential - Strong technical knowledge across pensions, investments and protection
- Essential - Experience producing suitability reports and supporting advisers throughout the advice process
- Desirable - Experience using financial planning software or research tools
The Company
You will be joining a successful, growing UK financial planning business known for its supportive environment, structured development and commitment to delivering high quality advice. The company blends a collaborative office culture with flexible working arrangements.
Paraplanner Benefits
- Salary up to £50,000 depending on experience
- Hybrid working with minimum 1 day per week in the office (fully remote considered for strong candidates living outside a reasonable commute)
- Employer pension contributions from day one, matched up to 5%
- Life assurance (multiple of basic salary after qualifying period)
- Access to 24/7 GP health support
- Income protection
- Health cash plan and wellbeing support
- Optional private medical insurance
- Long service rewards, paid volunteering day and cycle to work scheme
Location
Hybrid working with access to a Bristol based office. Strong remote candidates from other UK regions may be considered. If you feel this opportunity aligns with your skills and ambitions, please apply today.
Paraplanner in Normanton employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Normanton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get your research hat on! Familiarise yourself with the latest trends in pensions, investments, and protection. This will not only boost your confidence but also impress potential employers when you can discuss current topics during interviews.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or mentors. Focus on articulating your experience with suitability reports and how you've supported advisers in the past – this is your time to shine!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented Paraplanners like you. Plus, applying directly can sometimes give you a leg up in the hiring process. So, what are you waiting for? Get your application in!
We think you need these skills to ace Paraplanner in Normanton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. We want to see how your skills align with the role, so don’t hold back on showcasing your technical expertise in pensions, investments, and protection.
Showcase Your Experience: When detailing your past roles, focus on your achievements and the specific tasks you handled. We love seeing examples of how you've produced suitability reports or supported advisers throughout the advice process—this is your chance to shine!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your writing is easy to read. This reflects the attention to detail we value in our team.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in your previous roles, as it shows you're not just book-smart but also practical.
✨Tailor Your Examples
When discussing your experience, focus on specific examples that highlight your ability to produce suitability reports and support advisers. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Show Your Enthusiasm for Growth
This role is all about growth and improvement, so express your eagerness to develop within the company. Talk about your ambitions and how you see yourself progressing into senior paraplanning or technical specialisms in the future.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the company's approach to financial planning or how they support their employees' professional development. It shows you're genuinely interested and engaged.