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- Tasks: Support Financial Advisors by reviewing documents and drafting suitability reports.
- Company: Join an award-winning, people-focused Independent Financial Advice firm.
- Benefits: Enjoy a competitive salary, generous holiday, and great pension contributions.
- Other info: Flexible remote work with regular charity initiatives and career growth opportunities.
- Why this job: Make a real impact in financial planning while working remotely.
- Qualifications: Must have holistic Paraplanning experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 36000 - 48000 £ per year.
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes.
You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning support to 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations.
The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm.
Key Responsibilities
- Preparing clear and compliant reports for a variety of advice areas, including higher level planning
- Handling more technical cases, particularly within inheritance tax mitigation and business relief
- Working collaboratively with Advisors to ensure smooth client journeys
- Contributing to a consistent and efficient workflow through a pooled support system
Paraplanner Requirements
- Minimum 3 years of paraplanning experience
- Strong technical knowledge, particularly around IHT and BPR cases
- Ability to work independently and hit the ground running
- Ideally, experience supporting multiple Advisers
About the Company
This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability.
Paraplanner Benefits
- Salary circa £40,000 to £50,000
- Hybrid working considered, with office bases available across multiple locations
- Standard pension
- 20 days holiday rising to 25 with length of service (plus bank holidays)
Location
Candidates should be within a reasonable commute of the firm’s offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals.
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Paraplanner 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
✨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
Prepare for those interviews by brushing up on your technical knowledge and compliance guidelines. Make sure you can confidently discuss how you’ve supported Financial Advisors in the past and how you can bring that holistic experience to the table.
✨Tip Number 3
Don’t forget to showcase your attention to detail! Bring examples of how you’ve drafted suitability reports or handled complex information clearly. This will show potential employers that you’re the right fit for their team of Holistic Financial Advisors.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your holistic experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background supports our team of Financial Advisors. Keep it engaging and personal!
Showcase Attention to Detail: As a Paraplanner, attention to detail is key. In your application, make sure there are no typos or errors. This shows us you can handle the compliance guidelines and complex information we deal with daily.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of holistic financial planning. Be ready to discuss specific products and solutions you've worked with, as well as how you ensure compliance in your reports. This shows you're not just familiar with the role but genuinely passionate about it.
✨Showcase Your Team Spirit
Since you'll be supporting Financial Advisors, highlight your experience working collaboratively. Share examples of how you've contributed to a team environment and helped achieve SLA targets. This will demonstrate that you understand the importance of teamwork in delivering quality advice.
✨Attention to Detail is Key
Prepare to discuss how you maintain accuracy in your work. Bring examples of how you've handled complex information and ensured compliance in your suitability reports. This will reassure them that you can deliver the high standards they expect.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about their approach to client relationships or how they support their Paraplanners' professional development. This shows your interest in the company and helps you gauge if it's the right fit for you.