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For Companies At a Glance
- Tasks: Support Financial Advisers with research, analysis, and suitability reports.
- Company: Join a reputable Wealth Management firm in Norwich with a focus on employee well-being.
- Benefits: Enjoy a £35k salary, private medical, generous leave, and career development opportunities.
- Why this job: Be part of a supportive team that values professional growth and work-life balance.
- Qualifications: Must have Paraplanning experience and a Level 4 Diploma Cii or be working towards it.
- Other info: Long-term career progression and a commitment to equality and diversity.
The predicted salary is between 28000 - 42000 £ per year.
Location: London – hybrid working available after training
Salary: £35,000 to £60,000, dependent on experience
About the Role
A well-established financial planning boutique is seeking a technically strong Paraplanner to support Financial Planners with research, analysis, and compliant report writing. You will join a professional team with a clear focus on high-quality advice delivery and excellent client outcomes.
Your role will include
- Conduct fact finding and analyse client information including objectives and risk profiles
- Research and compare financial products across pensions, investments, protection, and estate planning
- Build cashflow models and scenario plans using Voyant, FE Analytics, or other financial planning software
- Draft suitability letters and detailed technical reports in line with FCA guidance
- Prepare illustrations, provider packs, and key documents
- Support advisers in client review meetings
- Liaise with compliance to ensure all files are audit-ready
- Manage case progression and communicate directly with product providers
Skills and experience required:
- Diploma in Regulated Financial Planning (DipPFS) or working towards completion
- Strong technical knowledge of pensions, investment planning, taxation, trusts, and FCA rules
- Experience using cashflow modelling software such as Voyant or CashCalc
- Strong written communication and report writing skills
- Minimum of 2 years’ experience in a technical Paraplanner role
- Able to manage deadlines and workloads effectively with precise attention to detail
- Salary from £35,000 to £60,000, dependent on experience
- 25 days annual leave plus bank holidays
- Private health insurance
- Pension contributions
- Exam support for professional qualifications (DipPFS, Chartered status)
- Office-based role with hybrid working available after training
Our commitment to you at Recruit UK:
- Equality, diversity, and inclusion embedded in everything we do
- Every journey begins with a detailed conversation about you and your future goals
- Honest feedback on your suitability and position in the current market
- Access to a wide network across financial planning to source the right fit for you
- If we believe you are already in the best environment we will tell you
- A mindful approach linked to career satisfaction, not only salary
- UK-wide coverage with a local consultant supporting you
- No pestering, just clear professional communication
#J-18808-Ljbffr
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 with professionals in the wealth management industry, especially those who are already working as paraplanners. Attend local financial services events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a paraplanner.
✨Tip Number 3
Consider reaching out to current employees at the company you’re applying to. A quick chat can provide insights into the company culture and expectations, helping you tailor your approach during interviews.
✨Tip Number 4
Prepare to discuss specific examples of your paraplanning experience during interviews. Highlight how you've supported financial advisers in the past and any successful projects you've contributed to, showcasing your skills effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key accountabilities mentioned in the job description, such as providing technical support and preparing suitability reports.
Tailor Your CV: Customise your CV to highlight relevant paraplanning experience and qualifications, especially your Level 4 Diploma Cii or progress towards it. Emphasise any specific skills that align with the job requirements, such as research and analysis capabilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention how your previous experience has prepared you for this position and why you want to work with this particular company.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit UK
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial products and regulations. Brush up on your knowledge of investment propositions and suitability reports, as these will likely come up during the interview.
✨Showcase Your Research Skills
Be prepared to discuss how you conduct research and analysis to support Financial Advisers. Share examples of past experiences where your research led to successful outcomes, highlighting your attention to detail and analytical skills.
✨Prepare Questions for the Interviewers
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, career progression opportunities, and their approach to client management. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Demonstrate Teamwork and Communication Skills
Since you'll be working closely with Financial Advisers and compliance teams, it's crucial to showcase your ability to collaborate effectively. Share examples of how you've successfully worked in a team environment and communicated complex information clearly.
