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- Tasks: Support Financial Planners by preparing reports and conducting research for clients.
- Company: Join a well-established Financial Advice firm in Market Harborough, known for its expertise.
- Benefits: Enjoy flexible hybrid working, early finishes on Fridays, and extra birthday leave.
- Why this job: Be part of a dynamic team focused on delivering exceptional client service and compliance.
- Qualifications: Previous paraplanning experience and a Level 4 Diploma in Regulated Financial Planning preferred.
- Other info: Work in a supportive environment with opportunities for professional development.
The predicted salary is between 30000 - 42000 £ per year.
Recruit UK Market Harborough, England, United Kingdom
Paraplanner
Recruit UK Market Harborough, England, United Kingdom
1 day ago Be among the first 25 applicants
This range is provided by Recruit UK. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Job Title: Paraplanner
Location: Market Harborough
Job Reference: 9837
Job Description:
We are looking for a detail-oriented and proactive Paraplanner to join our clients growing team. In this key role, you’ll provide full paraplanning support to our Financial Planners, ensuring exceptional client service, technical accuracy, and regulatory compliance across all advice provided.
You will be responsible for preparing high-quality suitability reports, conducting research, building cash flow models, and supporting the end-to-end advice process to help deliver outstanding outcomes for clients.
Key Responsibilities:
Paraplanning & Client Support:
- Prepare and maintain accurate client files and documentation
- Support Financial Planners with client reviews and cash flow modelling
- Conduct thorough research to identify suitable financial planning solutions
- Draft high-quality suitability reports and prepare supporting recommendation materials
- Liaise with clients’ legal and tax advisers where necessary
- Support with the implementation of advice, including applications and compliance checks
- Contribute to building and maintaining strong, trusted client relationships
Compliance & Quality Assurance:
- Ensure all activity aligns with FCA regulations and internal standards
- Maintain up-to-date knowledge of regulatory changes, including Consumer Duty principles
- Uphold high standards of documentation and record-keeping
- Attend relevant training to support ongoing competence and CPD
Consumer Duty Responsibilities:
- Consumer Understanding – Ensuring clients have the right information at the right time
- Price and Value – Ensuring the recommendations deliver fair value
- Product and Services – Ensuring suitability and appropriate outcomes
- Consumer Support – Ensuring service is responsive, accessible, and effective
Employees may also be required from time to time to carry out additional duties as requested by their manager.
What We’re Looking For:
Knowledge & Expertise:
- Strong understanding of financial planning concepts across pensions, investments, and protection
- Experience building cash flow models and preparing suitability reports
- Comfortable working with CRM systems and financial research tools
Experience & Qualifications:
- Previous paraplanning experience within a financial planning or wealth management firm
- Level 4 Diploma in Regulated Financial Planning (or working towards it)
- Experience liaising with professional advisers (e.g. solicitors, accountants) is an advantage
Skills & Personal Attributes:
- High attention to detail and commitment to quality
- Strong written and verbal communication skills
- Professional, personable, and client-focused
- Self-motivated and able to work both independently and as part of a team
- Organised, adaptable, and able to manage multiple deadlines
What’s In It For You?
- Salary Up to £42,000
- Flexible hybrid working arrangement
- Early finish every Friday at 2:15pm
- Additional day off for your birthday
- 4x salary death-in-service cover
- Income protection cover for up to 5 years
- MediCash benefits including 24/7 GP access and retail discounts
- 5% employer-matched pension contributions
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm in Market Harborough
Seniority level
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Seniority level
Mid-Senior level
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Employment type
Full-time
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Job function
Finance
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Paraplanner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and Consumer Duty principles. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and quality assurance, which are crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as Paraplanners or Financial Planners. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Brush up on your cash flow modelling skills and be prepared to discuss your experience in preparing suitability reports. Being able to articulate your technical abilities will set you apart from other candidates.
✨Tip Number 4
Showcase your attention to detail and organisational skills during any interactions with potential employers. Whether it's through follow-up emails or conversations, demonstrating these traits can reinforce your fit for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and financial services. Emphasise your skills in preparing suitability reports, cash flow modelling, and compliance with FCA regulations.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your attention to detail and client-focused approach.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Regulated Financial Planning or any progress towards it. This shows your commitment to professional development and aligns with the job requirements.
Showcase Communication Skills: Since strong written and verbal communication skills are essential for this role, include examples in your application where you successfully liaised with clients or professional advisers.
How to prepare for a job interview at Recruit UK
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature led to successful outcomes, especially in preparing suitability reports or managing client documentation.
✨Demonstrate Your Technical Knowledge
Familiarise yourself with financial planning concepts, particularly around pensions, investments, and protection. During the interview, confidently discuss your understanding of these areas and how you've applied them in previous roles.
✨Prepare for Compliance Questions
Given the importance of regulatory compliance in this role, be ready to answer questions about FCA regulations and Consumer Duty principles. Show that you stay updated on regulatory changes and understand their implications for client service.
✨Highlight Your Communication Skills
Strong written and verbal communication skills are essential for a Paraplanner. Prepare to share examples of how you've effectively communicated complex information to clients or collaborated with professional advisers like solicitors and accountants.
