At a Glance
- Tasks: Conduct research, write reports, and support clients in financial planning.
- Company: Established firm in Lytham with a strong UK presence.
- Benefits: Up to £50,000 salary, hybrid working, and comprehensive benefits package.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: 2+ years paraplanning experience and Level 4 Diploma in Financial Planning preferred.
The predicted salary is between 45000 - 50000 £ per year.
Location: Lytham
Contract: Full-time, Permanent
Hours: 37.5 hours per week (9:00am - 5:00pm)
Salary: Up to £50,000 (dependent on experience)
Recruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint an experienced Paraplanner to join their expanding team.
Previous paraplanning experience is essential, and candidates holding (or working towards) the Level 4 Diploma in Financial Planning will be at a distinct advantage. In return, you will benefit from a competitive salary, a comprehensive benefits package, and the opportunity for hybrid working to support a healthy work-life balance.
Key Responsibilities- Research: Conduct detailed research on financial products, funds, and technical planning areas to support advisers
- Report Writing: Prepare clear, compliant, and detailed suitability reports for client recommendations
- Client Support: Build strong client relationships by responding to queries and providing ongoing support
- Record Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentation
- Compliance: Ensure all work aligns with regulatory and legislative requirements
- Industry Awareness: Keep up to date with market trends, regulatory changes, and new financial products
- Collaboration: Work closely with advisers and administrative teams to deliver excellent client outcomes
- Up to £50,000 starting salary (DOE)
- Hybrid & flexible working options
- Support with obtaining industry recognised qualifications
- Competitive holiday and benefits package
- Minimum of 2 years' experience in a paraplanning or similar role, with a strong track record of producing detailed reports
- Level 4 Diploma in Financial Planning (or equivalent), or actively working towards it
- Strong understanding of pensions, investments, retirement planning, tax, and financial services regulation
- Excellent written and verbal communication skills, with the ability to explain complex information clearly
- High level of accuracy and strong organisational skills, with the ability to manage multiple tasks effectively
- A collaborative approach and ability to work well within a team environment
- Solid knowledge of industry standards and a commitment to continuous professional development
- Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
To apply, please send your CV.
Hybrid Paraplanner — Research & Reports employer: Recruit UK
Join a well-established firm in Lytham that values its employees and fosters a collaborative work culture. With competitive salaries, hybrid working options, and support for professional development, this company is dedicated to helping you grow your career while maintaining a healthy work-life balance. Experience the benefits of working in a supportive environment that prioritises both client satisfaction and employee well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Paraplanner — Research & Reports
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulations. Be ready to discuss your experience with report writing and client support, as these are key aspects of the role. Practice common interview questions to boost your confidence!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous reports or any relevant projects you've worked on. This will help demonstrate your expertise and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for the perfect Paraplanner position. Plus, you'll be one step closer to joining a fantastic team that values your skills and experience.
We think you need these skills to ace Hybrid Paraplanner — Research & Reports
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your previous paraplanning experience and any relevant qualifications, like the Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Showcase Your Research Skills:Since research is a key part of this role, include examples of how you've conducted detailed research on financial products or technical planning areas in your application. This will show us you’ve got the chops for the job!
Write a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it clear and concise, and don’t forget to mention your communication skills!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, pensions, and regulations. The role requires a strong understanding of these areas, so be prepared to discuss them in detail during the interview.
✨Showcase Your Report Writing Skills
Since report writing is a key responsibility, bring examples of your previous work or be ready to discuss how you approach creating clear and compliant suitability reports. This will demonstrate your expertise and attention to detail.
✨Build Rapport
The company values strong client relationships, so practice how you would communicate complex information clearly. Be personable and show that you can connect with clients and colleagues alike.
✨Stay Current
Keep yourself updated on market trends and regulatory changes. Mention any recent developments in the financial sector during your interview to show that you’re proactive and engaged in continuous professional development.
