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- Tasks: Join a team to support client advisers with tailored financial solutions and compliance tasks.
- Company: Recruit UK connects talent with top financial services firms, specialising in recruitment.
- Benefits: Enjoy flexible hours, 25 days holiday, and support for professional development.
- Why this job: Be part of a growing practice that values high-quality service and offers a supportive culture.
- Qualifications: Must have 2+ years in Paraplanning and a Level 4 Diploma in financial planning.
- Other info: Located in Knutsford with free parking and a focus on career happiness.
The predicted salary is between 30000 - 40000 £ per year.
An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning practice, providing support to a team of client-facing advisers. If you have a passion for delivering high-quality paraplanning services and enjoy working in a professional, supportive environment, this could be the perfect role for you.
What can you expect?
- Salary: £30,000 - £40,000 (depending on experience and qualifications).
- 25 days holiday per year.
- 4x Death in Service Benefit.
- Employer pension contributions.
- Flexible working hours.
- Business Park location with free parking.
- Support for professional development and further study to advance within the business.
Key Responsibilities:
- Receive instructions from advisers following client meetings and interpret the data provided.
- Analyse client information and conduct thorough research using various tools to provide tailored solutions.
- Consolidate client needs and objectives into clear recommendations and action plans, delivered through suitability reports, illustrations, and key features documents.
- Ensure all tasks comply with company procedures and regulatory standards.
- Prepare client files for reviews and ensure they remain compliant on an ongoing basis.
- Research and analyse appropriate financial products and services based on individual client circumstances.
- Propose and draft financial solutions that meet each client’s goals, needs, and objectives.
Relevant Skills and Experience:
- A minimum of 2 years’ experience in a Paraplanning role, preferably within an independent financial adviser (IFA) environment.
- A clear understanding of the financial planning process.
- Ability to produce professional, technical reports that support the advice process.
- Strong organisational skills, with the ability to work without supervision and meet agreed outcomes.
- Capable of prioritising your workload and managing the Paraplanning team’s tasks.
- Technical knowledge of investments and pensions advice.
- Proficiency in MS Word, Excel, Outlook, and Intelligent Office.
Qualifications:
- Level 4 Diploma qualified in financial planning.
- High-level knowledge of investment and pension products.
If you are a highly motivated paraplanner with a strong technical background and a desire to contribute to a growing practice, apply now to be part of our supportive and forward-thinking team!
Locations
Paraplanner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with other paraplanners and advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulatory changes. Staying updated will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully supported advisers in the past. Highlighting your experience in producing technical reports and managing client needs will showcase your suitability for the role.
✨Tip Number 4
Research the company culture and values of the financial planning practice you're applying to. Tailoring your conversation to align with their ethos can make a strong impression during interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Paraplanner position. Familiarise yourself with the financial planning process and the specific skills needed, such as producing technical reports and managing client files.
Tailor Your CV: Customise your CV to highlight relevant experience in paraplanning, particularly within an independent financial adviser environment. Emphasise your qualifications, such as the Level 4 Diploma in financial planning, and any specific technical knowledge you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering high-quality paraplanning services. Mention your organisational skills and ability to work independently, as well as your commitment to compliance and regulatory standards.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services, especially investments and pensions. Be prepared to discuss how these can be tailored to meet client needs during the interview.
✨Demonstrate Your Analytical Skills
Be ready to showcase your ability to analyse client information and conduct thorough research. You might be asked to provide examples of how you've previously consolidated client needs into actionable plans.
✨Prepare for Technical Questions
Expect technical questions related to the financial planning process and paraplanning tasks. Brush up on your knowledge of regulatory standards and compliance to demonstrate your expertise.
✨Showcase Your Organisational Skills
Highlight your strong organisational skills and ability to manage workloads effectively. Be prepared to discuss how you prioritise tasks and ensure compliance in your previous roles.
