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- Tasks: Support IFAs by creating technical reports and managing client relationships.
- Company: Chartered Independent Financial Planning firm with a focus on HNW and UHNW clients.
- Benefits: Up to £60,000 salary, remote work, 25 days holiday, and private medical insurance.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 5+ years in Paraplanning with strong technical knowledge; Chartered status preferred.
- Other info: Great progression opportunities and a commitment to equality and diversity.
The predicted salary is between 42000 - 60000 £ per year.
Recruit UK is working on an exciting opportunity for a Senior Paraplanner to join a Financial Planning firm near Hereford. Our client is a Chartered Independent Financial Planning firm that specialises in supporting HNW and UHNW clients across the UK. As their adviser base continues to grow, they are looking to bring on a Senior Paraplanner who can be the go‑to for technical and complex reports with clients. You will mainly be supporting 3 IFAs, gaining a deep understanding of their clients and way of working, and have access to junior Paraplanning and administration support.
Highly competitive salary of up to £60,000
- Discretionary bonus scheme
- Remote working predominately, with one day a week in the office
- Full travel expenses covered for any office days or travel required
- 25 days holiday
- Birthday off
- Buy and sell scheme
- Private medical insurance
- 4x DIS
- Progression opportunities available if interested
Skills and experience required:
- 5+ years experience in Paraplanning
- Good technical experience and knowledge
- Chartered status would be preferable (Level 4 may be considered if strong enough technical knowledge)
- Strong knowledge of UK products and FCA regulations
- Ability to work remotely, with a home office set up
Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance.
Senior Paraplanner in Hereford employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Hereford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities for Senior Paraplanners. A friendly chat can lead to insider info that you won’t find on job boards.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of UK products and FCA regulations. We want you to shine when discussing complex reports and client needs, so practice articulating your experience clearly.
✨Tip Number 3
Showcase your adaptability! Since this role involves remote work, highlight your home office setup and how you manage your time effectively. We love seeing candidates who can thrive in a flexible environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re here to support you every step of the way in landing that Senior Paraplanner role.
We think you need these skills to ace Senior Paraplanner in Hereford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your 5+ years of experience and any relevant technical knowledge. 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 the perfect fit for our team. Share specific examples of your work with HNW and UHNW clients, and let us know how you can support our IFAs.
Showcase Your Technical Skills: Since this role involves complex reports, make sure to showcase your technical skills in your application. Mention any Chartered status or strong knowledge of UK products and FCA regulations that you possess.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your technical knowledge and understanding of UK financial products and FCA regulations. Being able to discuss these confidently will show that you're the right fit for a Senior Paraplanner role.
✨Understand the Firm's Clients
Take some time to research the types of HNW and UHNW clients the firm supports. Understanding their needs and how you can contribute to their financial planning will help you stand out during the interview.
✨Showcase Your Experience
Prepare specific examples from your 5+ years in Paraplanning that highlight your skills and achievements. Be ready to discuss complex reports you've worked on and how you've supported IFAs in the past.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and the support structure available for Paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
