Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers with financial planning, product research, and technical analysis.
- Company: Join one of the UK's largest financial planning firms with a strong employee development focus.
- Benefits: Enjoy a £55,000 salary, pension plan, private medical insurance, and flexible working.
- Why this job: This role offers career progression, professional qualification funding, and a supportive work culture.
- Qualifications: You need a Level 4 Diploma and strong technical knowledge in financial services.
- Other info: This is a remote position with occasional office visits required.
The predicted salary is between 44000 - 66000 £ per year.
Recruit UK are working with one of the UK’s largest providers of financial planning and investment services. Due to expansion, they have an exciting opportunity for a Paraplanner in their team.
They are looking for an experienced Paraplanner to support their advisers in the provision of in-depth financial planning for private wealth clients, through undertaking product research, producing suitability reports and conducting technical analysis.
They have a track record of developing their employees through funding professional studies and offering progression opportunities into either advice or management depending on your desired career path. This is a home-based role with a monthly requirement to visit the office.
What’s in it for you:
- Salary up to £55,000
- Pension Plan (10% employer contribution)
- Private Medical Insurance and Life Assurance
- Discretionary Bonus
- Funding for professional qualifications
- Progression Opportunities
- Flexible home working arrangement
Skills and experience required:
- Level 4 Diploma (CII or LIBF)
- Ideally Chartered
- Strong technical knowledge
- Ability to work as part of a team to deliver excellent client service
- Skilled multi-tasker who can prioritise and plan own workload
If you are looking to join a company that truly values their employees, and will support you with your career then apply online!
Chartered Paraplanner (Remote) employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner (Remote)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend relevant webinars or local meetups to make connections and learn about potential job openings.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Prepare for potential interviews by practising common Paraplanner interview questions. Focus on showcasing your technical knowledge and ability to work as part of a team, as these are key skills for the role.
✨Tip Number 4
Research the company thoroughly before applying. Understand their values, culture, and the specific services they offer. Tailoring your approach based on this knowledge can set you apart from other candidates.
We think you need these skills to ace Chartered Paraplanner (Remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, including your Level 4 Diploma and any technical knowledge. Use keywords from the job description to demonstrate that you meet their requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to support advisers effectively. Mention specific skills like product research and suitability report production that align with the role.
Highlight Professional Development: Emphasise your commitment to professional growth in your application. Mention any ongoing studies or qualifications you are pursuing, as well as how you plan to utilise the funding for professional qualifications offered by the company.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any 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
✨Know Your Technical Stuff
As a Chartered Paraplanner, you'll need to demonstrate strong technical knowledge. Brush up on financial planning concepts, product research methodologies, and suitability report writing. Be prepared to discuss your previous experiences and how they relate to the role.
✨Showcase Your Multi-Tasking Skills
This role requires you to juggle multiple tasks effectively. During the interview, provide examples of how you've successfully managed competing priorities in the past. Highlight your organisational skills and ability to plan your workload efficiently.
✨Emphasise Teamwork
The company values collaboration, so be ready to talk about your experience working as part of a team. Share specific instances where you contributed to a team's success or supported colleagues in delivering excellent client service.
✨Express Your Career Aspirations
Since the company offers progression opportunities, it's important to convey your career goals. Discuss your desire for professional development and how you see yourself growing within the organisation, whether in advice or management.
