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- Tasks: Support Financial Planners with complex cases and provide research and analysis.
- Company: Join a growing national company with a collaborative remote culture.
- Benefits: Competitive salary up to £50,000, excellent benefits, and full remote work.
- Why this job: Make a real impact in financial planning while working from home.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Financial Planning required.
- Other info: Opportunity for career growth and occasional office visits fully expensed.
The predicted salary is between 36000 - 60000 £ per year.
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases
You will be joining a growing, national company with regional offices offices across the UK and assist in providing excellent financial planning solutions.
As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Planners where there are shortages in the paraplanning team. As such, our client is looking for a skilled individual with excellent technical paraplanning knowledge who can quickly pick up cases and provide immediate impact. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.
As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:
There might be need for you to attend the office you are supporting on a occasional basis, this would be fully expensed.
Technical Paraplanner Requirements
- You should have strong experience as a Paraplanner
- You should technical knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
- You should be confident undertaking research and financial calculations
- You should have a willingness to help and support others
- You should hold full Level 4 Diploma in Financial Planning (or equivalent)
Technical Paraplanner Benefits
- Salary of up to £50,000 depending on experience plus company benefits
- Excellent company benefits
- Remote working
- Full-time role
Locations
Home based
Call us now on 0208 0044 154 or click Apply
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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Technical 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 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
Brush up on your technical knowledge! Make sure you're up-to-date with the latest financial planning tools and techniques. This will not only boost your confidence but also show potential employers that you're ready to hit the ground running.
✨Tip Number 3
Practice your interview skills! Mock interviews can help you articulate your experience and how it aligns with the role of a Technical Paraplanner. Focus on showcasing your ability to support Financial Planners effectively.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our growing team in the financial planning sector.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience in financial planning and any specific skills that match the job description. We want to see how you can make an immediate impact!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this remote role. Share your passion for financial planning and how your skills align with our needs at StudySmarter.
Showcase Your Technical Knowledge: Since this role requires strong technical paraplanning knowledge, be sure to include examples of complex cases you've worked on. We love seeing how you've tackled challenges and provided solutions in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning. Be prepared to discuss complex cases you've worked on and how you approached them. This will show that you can hit the ground running and provide immediate impact.
✨Research the Company
Take some time to understand the company’s values, mission, and the specific services they offer. Knowing how they operate and what they prioritise will help you tailor your answers and demonstrate that you're genuinely interested in joining their team.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific paraplanning scenarios. Think through examples from your past experience where you successfully supported Financial Planners, and be ready to explain your thought process and the outcomes.
✨Show Your Team Spirit
Since this role involves supporting others, highlight your willingness to collaborate and assist your colleagues. Share examples of how you've worked effectively in a team setting, especially in remote environments, to showcase your adaptability and supportiveness.
