At a Glance
- Tasks: Support Financial Advisors with reports, client meetings, and financial plans.
- Company: Join a reputable financial planning firm in London with over 10 years of experience.
- Benefits: Enjoy a salary of £45,000 - £47,000, flexible working, and support for professional qualifications.
- Other info: Hybrid working options available in a supportive environment.
- Why this job: Be part of a collaborative team focused on personal growth and client relationships.
- Qualifications: Must have Level 4 Diploma and 3+ years of Paraplanning experience.
The predicted salary is between 45000 - 47000 £ per year.
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across: * Ashford * Frimley * Battle * Hadleigh * Bognor Regis * Sunningdale * Colchester * Manchester * Bury * Wigan * Wimslow You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. 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
Paraplanner employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with other Paraplanners and Financial Advisors. This can help you gain insights into the role and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with Voyant software if you haven't already. Since this role specifically mentions using Voyant for financial plans and cash flow analysis, having a solid understanding of this tool will make you stand out as a candidate.
✨Tip Number 3
Prepare to discuss your experience in client meetings during interviews. Highlight specific instances where your support has directly contributed to successful outcomes for Financial Advisors or clients, showcasing your value as a team player.
✨Tip Number 4
Research the company’s values and culture. Understanding their focus on long-term relationships and trust can help you tailor your conversations and demonstrate how your personal values align with theirs during the interview process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 Diploma and relevant experience as a Paraplanner. Emphasise your technical skills, particularly in producing suitability reports and using Voyant.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for financial planning and your ability to support Financial Advisors. Mention your interpersonal skills and how you thrive in a collaborative environment.
Showcase Relevant Experience:In your application, detail your 3+ years of experience in the industry. Provide examples of how you've successfully liaised with internal teams and product providers, and any client meetings you've participated in.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. Ensure that your written English is clear and professional, reflecting the high standards expected in the role.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and regulations. Be prepared to discuss your experience with producing suitability reports and how you support Financial Advisors in client meetings.
✨Highlight Your Experience with Voyant
Since the role involves preparing financial plans and cash flow analysis using Voyant, make sure to mention any specific projects or experiences where you've successfully utilised this software. This will show your potential employer that you're ready to hit the ground running.
✨Emphasise Team Collaboration
The company values a collaborative environment, so be ready to share examples of how you've worked effectively within a team. Discuss your interpersonal skills and how you contribute to a positive team dynamic.
✨Prepare Questions About Career Development
Since the role offers support for further qualifications, prepare thoughtful questions about the company's approach to professional development. This shows your commitment to growth and aligns with their focus on building long-term relationships based on trust.
