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.
- Other info: Long-term career progression and a commitment to equality and diversity.
- 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.
The predicted salary is between 28000 - 42000 € per year.
A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes.
Your role will include, but not be limited to:
- Conduct fact-finding and analyse client information, including objectives and risk profiles
- Research and compare financial products across pensions, investments, and protection
- Build cashflow models and retirement forecasts using Voyant or CashCalc
- Draft suitability letters and 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
- Produce one-page summaries and client-facing documentation
- Maintain accurate client records and ensure compliance documentation is up to date
Skills and experience required:
- CII Level 4 Diploma in Regulated Financial Planning
- CII Certificate in Paraplanning or CISI recognised qualification advantageous
- Strong technical knowledge of pensions, investment planning, taxation, and FCA rules
- Previous experience using cashflow modelling softwareStrong written communication and report writing skills
- Minimum of 2 years in a technical Paraplanner position
- Able to manage deadlines and workloads effectively with precise attention to detail
- Full study support and ongoing CPD funding
- Pension scheme and private healthcare
- Office-based with potential hybrid day after probation
- Clear internal progression pathway to Senior Paraplanner or Adviser
Our commitment to you:
- Equality, diversity, and inclusion are promoted across all activity
- Every journey begins with a detailed conversation about you and your career goals
- Honest feedback on suitability and position in the market
- Access to a wide network across financial planning to source the right fit
- A mindful approach linked to career satisfaction, not only salary
- UK-wide coverage with local consultant support
Paraplanner employer: Recruit UK
Join a reputable Wealth Management Company in Wymondham, where you will be valued as a Paraplanner and supported in your professional growth. With a competitive salary of £35k, generous annual leave, private medical benefits, and a strong focus on career development, this is an excellent opportunity to thrive in a collaborative and inclusive work culture that prioritises employee well-being and long-term progression.
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.
