Technical Paraplanner

Technical Paraplanner

Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Premier Jobs UK Limited

At a Glance

  • Tasks: Support Financial Planners on complex cases and provide excellent financial planning solutions.
  • Company: Join a growing national company with regional offices across the UK.
  • Benefits: Remote work, flexible hours, and opportunities for professional growth.
  • Other info: Be part of a dynamic team with a focus on collaboration and innovation.
  • Why this job: Make a real difference in financial planning while working from home.
  • Qualifications: Experience in financial planning support and strong analytical skills.

The predicted salary is between 36000 - 60000 £ per year.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to £50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job 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.

Technical Paraplanner employer: Premier Jobs UK Limited

Join a dynamic and expanding national company that values its employees by offering flexible remote working options, fostering a supportive work culture, and providing ample opportunities for professional growth. As a Technical Paraplanner, you will be part of a collaborative team dedicated to delivering exceptional financial planning solutions, all while enjoying the benefits of a healthy work-life balance and a commitment to your career development.

Premier Jobs UK Limited

Contact Details:

Premier Jobs UK Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Technical 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 Technical Paraplanner role. You never know who might have the inside scoop on an opportunity!

Tip Number 2

Prepare for virtual interviews by practising common questions and scenarios you might face as a Technical Paraplanner. We recommend setting up mock interviews with friends or using online platforms to get comfortable in front of the camera.

Tip Number 3

Showcase your skills! Create a portfolio or a presentation that highlights your experience in supporting Financial Planners on complex cases. This can really set you apart from other candidates when you’re chatting with potential employers.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing familiar faces from our community!

We think you need these skills to ace Technical Paraplanner

Financial Planning
Complex Case Support
Communication Skills
Attention to Detail
Analytical Skills
Problem-Solving Skills
Remote Working

Some tips for your application 🫡

Read the Job Description Thoroughly:Before you start your application, make sure to read through the entire job description. It’ll give you a clear idea of what we’re looking for and help you tailor your application to match our needs.

Showcase Your Skills:When writing your application, highlight your experience and skills that are relevant to the Technical Paraplanner role. We want to see how you can support Financial Planners on complex cases, so don’t hold back!

Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us quickly see why you’d be a great fit for our team.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us without any hiccups. Plus, it shows you’re keen on joining our growing company!

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

Know Your Stuff

Make sure you brush up on your technical knowledge related to financial planning. Understand the complexities of the cases you’ll be supporting and be ready to discuss how you can contribute to solving them.

Showcase Your Experience

Prepare specific examples from your past work that demonstrate your skills in supporting Financial Planners. Highlight any complex cases you've worked on and how you navigated challenges.

Ask Insightful Questions

Come prepared with questions about the company’s approach to financial planning and how they support their Paraplanners. This shows your genuine interest and helps you assess if it’s the right fit for you.

Emphasise Remote Work Skills

Since this is a remote position, highlight your ability to work independently and manage your time effectively. Share any tools or strategies you use to stay organised and productive while working from home.