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- Tasks: Support Financial Planners with complex cases and provide research and analysis.
- Company: Join a growing national company with regional offices across the UK.
- Benefits: Earn up to £50,000 plus excellent company benefits and remote working.
- 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: Dynamic role with opportunities for professional growth and occasional office visits.
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 impress potential employers during interviews.
✨Tip Number 3
Practice your interview skills! Mock interviews can help you articulate your experience and showcase your ability to support Financial Planners effectively. We recommend getting a friend or mentor to help you out.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our growing team!
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 supporting Financial Planners and any specific technical knowledge you have. We want to see how your skills match what we're looking for!
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 examples of your past work and how you've made an impact in similar positions. We love a good story!
Show Off Your Technical Skills: Since this role requires strong technical paraplanning knowledge, don’t hold back! Mention any relevant qualifications, like your Level 4 Diploma in Financial Planning, and detail your experience with complex cases. We need to know you can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we’re excited to hear from you!
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 ready 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. This will help you tailor your answers and demonstrate that you're genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific paraplanning scenarios. Think through a few examples 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 helped teammates in the past, as this will showcase your supportive nature.
