Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: As a Paraplanner, you'll build cash flow models and prepare tailored recommendations.
- Company: Join a leading Independent Financial Advice practice focused on personalized client solutions.
- Benefits: Enjoy a competitive salary up to £42,000 and a bonus scheme.
- Why this job: This role offers growth opportunities in a supportive team environment with a focus on client relationships.
- Qualifications: Experience as a paraplanner is essential; strong analytical skills are a must.
- Other info: Located in Market Harborough, this position is perfect for those seeking a new challenge.
The predicted salary is between 28000 - 42000 £ per year.
Job Title: Paraplanner Industry: Financial Planning Location: Market Harborough Salary: £35,000 – £42,000 Job Reference: 9422 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions. They are currently looking to bring on a Paraplanner to join their existing team in their office in Market Harborough due to continued success and growth. This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm. Duties as a paraplanner will involve, but not be limited to: Building cash flow models Prepare recommendations and suitability reports Undertake research to identify suitable solutions to meet the clients Prepare information/comparisons for analysis by Planner Establish and build strong relationships with clients What’s in it for you? Salary negotiable dependent on skills and experience up to £42,000 Competitive bonus scheme The company wil…
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
Familiarize yourself with the latest financial planning software and tools. Being proficient in cash flow modeling and report preparation will set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in or around Market Harborough. Building relationships can lead to valuable insights and potential referrals.
✨Tip Number 3
Stay updated on current financial regulations and market trends. Demonstrating your knowledge during interviews will show that you are proactive and committed to providing tailored solutions for clients.
✨Tip Number 4
Prepare to discuss specific examples of how you've built strong client relationships in the past. This will highlight your interpersonal skills and ability to understand diverse client needs.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the duties of a Paraplanner. Focus on your ability to build cash flow models, prepare recommendations, and conduct thorough research.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the importance of tailored client solutions. Mention specific experiences that demonstrate your ability to establish strong client relationships.
Highlight Relevant Qualifications: If you have any certifications or qualifications related to financial planning, be sure to mention them in your application. This can set you apart from other candidates and show your commitment to the profession.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of financial planning concepts, especially cash flow modeling and suitability reports. Be prepared to discuss how you've applied these in your previous roles.
✨Showcase Your Research Skills
Demonstrate your ability to conduct thorough research to identify suitable solutions for clients. Bring examples of past experiences where your research led to successful outcomes.
✨Build Rapport with Interviewers
Since establishing strong relationships with clients is key, practice building rapport during the interview. Use active listening and engage with the interviewers to show your interpersonal skills.
✨Prepare Questions About the Company
Research the company and prepare insightful questions about their approach to financial planning and client relationships. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
