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- Tasks: Support Financial Planners with research, reports, and client communication.
- Company: Established wealth management firm in Nottingham with a dynamic team.
- Benefits: Up to £45,000 salary, hybrid working, 25 days holiday, and funded training.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: Diploma in Financial Planning and at least 2 years of Paraplanning experience.
- Other info: Enjoy career development, volunteering days, and discounts on various services.
The predicted salary is between 36000 - 54000 £ per year.
Job Title: Paraplanner
Industry: Financial Planning
Location: Nottingham (Hybrid working)
Salary: up to £65,000 (higher salary negotiable dependent on qualifications and experience)
Job Reference: 10233
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in Nottingham.
Join a supportive, close-knit team and gain hands‑on experience in the financial planning profession. You will work closely with the Managing Director of another firm, learning directly from their experience while attending client meetings both in person and online to see financial planning in action. Alongside providing technical support, you will gradually build your confidence in client‑facing responsibilities and develop a strong understanding of the financial planning market and regulatory environment. With dedicated administrative support in place, you can focus on learning, developing your expertise, and working with clients rather than routine paperwork.
Benefits:
- Salary up to £65,000 (dependent on qualifications and experience)
- 8% employer pension contribution (between you and the employer)
- Private Medical Insurance
- Performance based annual bonus
- Life cover
- Up to 26 days\’ annual leave, plus Bank Holidays
- Option to buy additional annual leave
- Hybrid home and office working
- Referral bonus for introducing new clients
- Financial study support and time for professional qualifications
- Social events throughout the year
Skills and experience required:
- 2+ years experience in Paraplanning
- 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
About Recruit UK:
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 is pleased to be working with a Financial Planning firm, looking for a Paraplanner.
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.
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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
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to paraplanning. We recommend doing mock interviews with friends or mentors to build your confidence. Remember, it’s all about showcasing your skills and how you can add value to the team!
✨Tip Number 3
Showcase your expertise! Bring along examples of your research and reports to interviews. This not only demonstrates your technical skills but also gives you a chance to discuss your thought process and how you approach client needs.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s land that dream job together!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Diploma in Financial Planning and any relevant experience you have in financial services. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your application, don’t just list your qualifications; showcase your skills! Talk about your experience with research, report writing, and client communication. We love seeing how you can contribute to our dynamic team.
Be Clear and Concise: When writing your cover letter, be clear and concise. We appreciate straightforward communication, so get to the point while still showing your enthusiasm for the role. Let us know why you’re the perfect fit!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investment funds and pensions. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Prepare for Technical Questions
Expect questions that test your technical skills, like how you would prepare a suitability report or conduct a fact find. Practise answering these types of questions so you can demonstrate your expertise clearly during the interview.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with Financial Planners and clients. Be ready to give examples of how you've successfully collaborated with others in the past, highlighting your ability to explain complex information in an understandable way.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how they ensure compliance with FCA regulations. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.