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For Companies At a Glance
- Tasks: Prepare detailed reports and provide top-notch support to financial advisers.
- Company: Join a growing financial planning firm with a supportive culture in Burnley.
- Benefits: Earn up to £40,000, enjoy hybrid working, and receive paid study support.
- Why this job: Be part of a dynamic team during an exciting growth phase with clear career progression.
- Qualifications: Experience in paraplanning and strong knowledge of financial products required.
- Other info: Opportunities for professional development and a friendly working environment.
The predicted salary is between 24000 - 40000 £ per year.
Recruit UK is looking for an experienced and motivated Paraplanner to join a growing financial planning firm based in Burnley, with multiple sites across the North West. This is an excellent opportunity for someone who enjoys working closely with advisers and delivering high-quality technical support to clients. You will be joining during an extensive growth period with a clear and concise continuity plan in place. This company will support you with your development, offering a future pathway to financial advice.
Responsibilities
- Preparing detailed suitability reports and financial planning recommendations
- Conducting technical research to support advisers across pensions, investments, protection, and retirement planning
- Liaising with advisers, providers, and clients to gather and process information
- Ensuring all work complies with FCA regulations and internal compliance standards
- Maintaining accurate client records and documentation
Requirements
- Must be proficient in using Intelligent Office
- Previous experience in a paraplanning or technical financial planning role
- Strong technical knowledge of financial planning products and solutions
- Excellent written communication and attention to detail
- Ability to manage workloads and meet deadlines effectively
- Experience with cashflow modelling tools
- Working towards or holding higher-level financial planning qualifications
- Experience working within an independent financial advice firm
What’s Offer
- Competitive salary of up to £40,000 (dependent on experience)
- Hybrid working after probation (2 days from home)
- Paid study/exam support and reward schemes
- Supportive and professional working environment
- Opportunities for continued professional development and progression
If you are a qualified Paraplanner looking for your next opportunity in Burnley, we would love to hear from you. To apply, please send your CV.
Paraplanner in Burnley employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Burnley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial planning products and solutions, as well as your experience with Intelligent Office. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way in landing that perfect Paraplanner position!
We think you need these skills to ace Paraplanner in Burnley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing suitability reports and your technical knowledge of financial planning products. We want to see how your skills match what we're looking for!
Show Off Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear and concise. Use proper formatting and check for any typos. We love attention to detail, so make it shine!
Highlight Relevant Experience: Don’t forget to mention your previous experience in paraplanning or technical financial planning roles. If you've worked with Intelligent Office or cashflow modelling tools, let us know! This will help us see how you fit into our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning products and solutions. Be ready to discuss how you've used tools like Intelligent Office and cashflow modelling in your previous roles. This will show that you're not just familiar with the concepts, but that you can apply them effectively.
✨Tailor Your Examples
When discussing your experience, tailor your examples to align with the responsibilities listed in the job description. Highlight your experience in preparing suitability reports and conducting technical research. This will demonstrate that you understand what the role entails and that you have the relevant skills.
✨Show Your Communication Skills
Since excellent written communication is key for a Paraplanner, be prepared to showcase this during the interview. You might be asked to explain complex financial concepts simply or even provide a written example. Practise articulating your thoughts clearly and concisely.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s growth plans and how they support professional development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals. Plus, it gives you a chance to engage with the interviewers on a deeper level.
