At a Glance
- Tasks: Support Financial Planners with research, reports, and client interactions.
- Company: Established financial planning business focused on exceptional client outcomes.
- Benefits: Hybrid working, professional development, and a supportive team environment.
- Other info: Great opportunities for career growth and process improvement.
- Why this job: Join a growing company where your expertise is valued and you can make a real impact.
- Qualifications: Experience as a Paraplanner with strong knowledge in financial planning areas.
The predicted salary is between 40000 - 50000 £ per year.
Role: Paraplanner
Location
Wigan
Working Pattern
Hybrid – 3 days office / 2 days home
Salary
£40,000 - £50,000
About the Role
We are working with an established and forward-thinking financial planning business that is committed to delivering exceptional outcomes for its clients.
They are now looking for an experienced
Paraplanner to join their team in Wigan.
This is an excellent opportunity for someone looking to develop their career within a supportive, collaborative environment where initiative, technical expertise and personal contribution are genuinely valued.
As a Paraplanner, you will play a key role in supporting Financial Planners throughout the advice process.
You will provide high-quality technical research, prepare suitability reports and offer detailed financial planning support, ensuring recommendations are both technically robust and compliant .
You will gain exposure to a broad range of financial planning areas, including pensions, investments, protection, retirement and estate planning .
Key Responsibilities
- Draft accurate and compliant suitability reports based on adviser recommendations.
- Liaise closely with Financial Planners to ensure all information required is complete and accurate.
- Interpret client meeting notes and assist with preparing suitable recommendations.
- Conduct detailed research into existing policies, investments and pensions.
- Obtain illustrations, Key Features documents and supporting information.
- Provide technical guidance and support to Financial Planners.
- Manage your own caseload effectively, ensuring workflow and client records are maintained to a high standard.
- Work collaboratively with advisers, administrators and wider teams to deliver an excellent client experience.
- Maintain strong technical and industry knowledge.
- Support best practice across paraplanning and client-facing processes.
- Identify opportunities to improve paraplanning processes and efficiency.
- Provide coaching, mentoring or training support to other Paraplanners where appropriate.
- Ensure all work meets regulatory, compliance and departmental standards.
About You
We are looking for someone with strong technical paraplanning experience who takes pride in producing accurate, high-quality work.
You will ideally have
- Previous experience working as a
Paraplanner within a financial planning environment .
- Strong knowledge across pensions, investments, protection and retirement planning.
- Experience writing suitability reports.
- Excellent research and analytical skills.
- A strong understanding of FCA/compliance requirements.
- Excellent attention to detail and accuracy.
- The ability to manage your own workload and caseload effectively.
- Strong communication skills and the confidence to work closely with Financial Planners.
- A proactive approach to improving processes and delivering better client outcomes.
What's on Offer?
- Hybrid working – 3 days in the Standish office / 2 days from home
- Opportunity to join an established and growing financial planning business.
- Exposure to a broad range of technical financial planning work.
- Supportive and collaborative working environment.
- Excellent opportunities for professional development.
- Opportunity to contribute ideas and improve processes.
- A role where your technical expertise and contribution are genuinely valued.
If you're an experienced Paraplanner looking for your next opportunity in the Wigan/Standish area, we would love to hear from you.
Apply today for a confidential conversation about the role.
Paraplanner in Wigan employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Wigan
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Recruit UK Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Wigan
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit UK Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit UK Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit UK Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit UK Careers.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit UK Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit UK Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
