Paraplanner
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Paraplanner

East End Full-Time 32000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a team to provide technical support in financial planning and client management.
  • Company: A well-established Chartered Financial Planning firm with over 40 years of experience.
  • Benefits: Enjoy a competitive salary, hybrid work options, and great company perks like medical insurance.
  • Why this job: Be part of a growing firm that values your skills and offers a supportive work culture.
  • Qualifications: Must have Level 4 Diploma in Financial Planning and experience as a Paraplanner.
  • Other info: Flexible working hours and generous annual leave, including charity work days.

The predicted salary is between 32000 - 42000 £ per year.

This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
As a Paraplanner, you will be focused on providing technical support including: Preparing and writing suitability letters and reports Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning Managing platform process including onboarding, planning completion and set up Managing project work which may include seamless transition for acquired client banks Liaising with Advisers and their clients Preparing letters based on the Advisers recommendations Full job description available, detailing full scope of the role Paraplanner Requirements You must be Level 4 Diploma qualified in Financial Planning or equivalent You should be a current Paraplanner with experience of research, analysis and report writing You should have excellent communication skills The Company Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients.
They have £400m FuM and have plans to continue growing.
Paraplanner Benefits Salary of circa £38,000
– £42,000 Full-time or part-time considered Plus company benefits available immediately include group life cover, group income protection Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you Hybrid based role with up to 2 days from home (may require additional days in the office during probation period) Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 days birthday leave and 1 day for charity / community work each year Location North Somerset Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Paraplanner employer: Premier Jobs UK Limited

Join a prestigious Chartered Financial Planning firm in North Somerset, where you will be part of a supportive team dedicated to delivering exceptional financial solutions. With a strong focus on employee growth, the company offers competitive salaries, comprehensive benefits including private medical insurance and generous annual leave, as well as a hybrid work model that promotes work-life balance. Experience a collaborative work culture that values your contributions and encourages professional development in a thriving environment.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner

✨Tip Number 1

Make sure to highlight your Level 4 Diploma in Financial Planning or equivalent qualifications during your interactions. This is a key requirement for the Paraplanner role, and showcasing it can set you apart from other candidates.

✨Tip Number 2

Demonstrate your experience in research, analysis, and report writing by discussing specific projects you've worked on. This will show that you have the practical skills needed to support the Chartered Financial Planners effectively.

✨Tip Number 3

Focus on your communication skills during any discussions or interviews. Being able to clearly articulate complex financial concepts is crucial in this role, so be prepared to provide examples of how you've successfully communicated with clients or colleagues in the past.

✨Tip Number 4

Familiarize yourself with the company's services and values before applying. Understanding their approach to Wealth Management and Financial Planning will help you align your answers with their expectations and demonstrate your genuine interest in joining their team.

We think you need these skills to ace Paraplanner

Level 4 Diploma in Financial Planning or equivalent
Research and Analysis Skills
Report Writing Skills
Excellent Communication Skills
Technical Support Proficiency
Income Planning Knowledge
IHT and Tax Calculation Skills
Trust Solutions Understanding
Cashflow Planning Expertise
Project Management Skills
Client Onboarding Process Management
Attention to Detail
Ability to Liaise with Advisers and Clients
Adaptability in a Hybrid Work Environment

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner as outlined in the job description. Highlight your relevant experience in preparing suitability letters, conducting financial research, and managing client onboarding processes.

Highlight Qualifications: Clearly state your Level 4 Diploma in Financial Planning or equivalent qualifications in your CV and cover letter. This is a key requirement for the role, so make it prominent.

Showcase Soft Skills: In addition to technical skills, emphasize your excellent communication skills and any other soft skills that align with the company's values. Use specific examples from your past experiences to illustrate these skills.

Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements and responsibilities mentioned in the job description. Use keywords from the listing to ensure your application stands out.

How to prepare for a job interview at Premier Jobs UK Limited

✨Showcase Your Qualifications

Make sure to highlight your Level 4 Diploma in Financial Planning or equivalent during the interview. This is a key requirement for the Paraplanner role, and demonstrating your qualifications will set you apart.

✨Demonstrate Technical Knowledge

Be prepared to discuss your experience with research, analysis, and report writing. Share specific examples of how you've conducted financial analysis or prepared suitability letters in previous roles.

✨Highlight Communication Skills

Excellent communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, and be ready to explain complex financial concepts in an understandable way.

✨Understand the Company Culture

Research the company’s history and values before the interview. Understanding their approach to Wealth Management and Financial Planning will help you align your answers with their expectations and demonstrate your interest in the firm.

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