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- Tasks: Support Financial Advisers with tailored financial recommendations and research.
- Company: Thriving financial planning practice focused on client success.
- Benefits: Competitive salary, career progression, flexible working, and generous holiday.
- Why this job: Shape clients' financial futures while advancing your own career as a Financial Planner.
- Qualifications: Diploma in Financial Planning and 2 years of paraplanning experience.
- Other info: Join a positive, team-focused culture with opportunities for professional growth.
The predicted salary is between 35000 - 50000 £ per year.
Join a thriving financial planning practice where your expertise will directly shape clients\’ financial futures whilst advancing your own career towards becoming a qualified Financial Planner.
Paraplanner – Financial Planning
Wembley
Office-Based Preferred (Hybrid/Remote Considered)
Competitive Salary, dependent on experience, comprehensive benefits and career advancement to financial planner if wanted.
We are looking for an experienced Paraplanner to join our growing financial planning team. This is a fantastic opportunity for someone who thrives in a collaborative environment and is passionate about delivering high-quality, compliant financial advice.
The Paraplanner Role:
You will support our Financial Advisers in preparing bespoke, well-researched recommendations across pensions, investments, tax, protection, and estate planning. From report writing to technical analysis, your work will directly contribute to helping clients achieve their financial goals.
Paraplanner Key Responsibilities:
- Produce clear and compliant suitability reports
- Conduct in-depth research and technical analysis
- Assist with cashflow modelling and client reviews
- Liaise with providers and internal teams
- Keep up to date with regulatory and industry developments
Requirements Paraplanner Position:
- Diploma in Financial Planning (or working towards)
- Minimum 2 years\’ experience in a paraplanning role
- Excellent knowledge of financial products, tax, and pensions
- Strong attention to detail and communication skills
- Organised, proactive, and comfortable working independently or as part of a team
What\’s On Offer:
- Competitive salary based on experience
- Progression to Financial Planner
- Support for further professional qualifications
- Positive, team-focused culture
- Office-based role with flexibility for hybrid or remote working, depending on experience
- Generous holiday, pension contributions, and other benefits
Join our dynamic team as a Paraplanner where you can grow your career while making a meaningful impact on our clients\’ financial futures.
Job Types: Full-time, Permanent
Pay: £35,000.00-£50,000.00 per year
Benefits:
- Company pension
- Work from home
Work Location: In person
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Paraplanner employer: Rayment Recruitment
Contact Detail:
Rayment Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in financial products, tax, and pensions. We want to see how you can contribute to their team, so share specific examples of your past work that demonstrate your expertise.
✨Prepare for the Interview
Do your homework before the interview! Research the company, understand their values, and be ready to discuss how you can help them achieve their goals. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
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 candidates who take the initiative to engage directly with us. Let’s get you on board as a Paraplanner!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially any work with pensions, investments, and tax. We want to see how your skills align with 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 passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, make sure everything is clear and compliant. Double-check for any typos or errors – we’re looking for someone who takes pride in their work!
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 quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at Rayment Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, tax, and pensions. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to their team.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've produced suitability reports or conducted technical analysis. This will help demonstrate your hands-on experience and how it aligns with the responsibilities of the Paraplanner role.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to financial planning and how they support their team’s growth. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Emphasise Teamwork
Since the role involves collaborating with Financial Advisers and internal teams, highlight your ability to work well in a team. Share examples of how you've successfully collaborated in the past to achieve common goals.
