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For Companies At a Glance
- Tasks: Support Financial Advisers with research, analysis, and report writing for tailored client advice.
- Company: Award-winning private Financial Planning business with a focus on growth and innovation.
- Benefits: Competitive salary, hybrid working, health cover, pension contribution, and generous holiday allowance.
- Other info: Dynamic environment with opportunities for career progression and professional development.
- Why this job: Join a thriving team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial planning and strong analytical skills required.
The predicted salary is between 42000 - 50000 £ per year.
An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career.
Main Purpose & Scope of the Paraplanner Role
The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism.
Duties of the Paraplanner role
- Client Acquisition
- Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database.
- Maintain accurate and up-to-date client records within the CRM and contribute to process improvements.
- Submit and track applications with providers, ensuring timely follow-up.
- Ensure client documentation and forms remain current and compliant.
- Attend client meetings to provide technical and administrative support as required.
- Existing Clients
- Prepare performance data and supporting materials for client review meetings, including meeting check sheets.
- Record and action agreed follow-ups from client reviews, including portfolio risk profile updates.
- Support account changes and set-up for existing clients as needed.
- Assist with client queries, including guidance on the Investor Portal.
- Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes.
Skills and experience required for the Paraplanner role
- Experience and Knowledge
- Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience.
- Familiarity with FCA regulations, compliance requirements, and suitability reporting.
- Experience liaising with clients, advisers, and management to gather information and support the advice process.
- Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude.
- Experience in producing client reports, cashflow modelling, and product research (desirable).
- Skills
- Strong analytical and problem-solving skills with the ability to interpret complex financial information.
- Excellent organisational skills with a keen eye for accuracy and attention to detail.
- Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines.
- High standard of written, numerical, and verbal communication skills, able to explain technical information clearly.
- Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers.
Salary and Benefits for the Paraplanner role
- £42,000 - £50,000 based on experience
- Annual bonus based on company performance
- Hybrid flexible working structure (1 day per week at home)
- Health cover
- 5% pension contribution
- 25 days holiday (inc. bank holidays)
- 35 hour week
Paraplanner employer: RecruitAbility
Contact Detail:
RecruitAbility Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a paraplanner role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of FCA regulations. Be ready to discuss how your experience aligns with the role and showcase your analytical skills with real-life examples.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that resonate with your values and career goals. Use our website to find roles that excite you and tailor your approach to each application to stand out from the crowd.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the best fit for their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Your Experience: When you're writing your application, make sure to highlight your previous paraplanning or financial services experience. We want to see how your background aligns with the role and how you can contribute to our thriving business.
Be Clear and Compliant: Since compliance is key in our industry, ensure that your written communication is clear and adheres to any relevant regulations. This shows us that you understand the importance of accuracy and professionalism in financial advice.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and experiences mentioned in the job description. We love seeing candidates who take the time to connect their qualifications to what we’re looking for.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture!
How to prepare for a job interview at RecruitAbility
✨Know Your Financial Stuff
Make sure you brush up on your financial planning principles and FCA regulations before the interview. Being able to discuss these topics confidently will show that you're not just a paraplanner, but a knowledgeable one who can contribute to their success.
✨Show Off Your Analytical Skills
Prepare to demonstrate your analytical and problem-solving skills during the interview. You might be asked to interpret complex financial information or provide examples of how you've tackled challenges in the past. Have some specific scenarios ready to share!
✨Be Organised and Detail-Oriented
Since the role requires excellent organisational skills and attention to detail, consider bringing a portfolio of your previous work or reports. This will not only showcase your abilities but also give you a chance to discuss your approach to maintaining accuracy in client records.
✨Build Rapport with Interviewers
Remember, strong interpersonal skills are key! Try to build a connection with your interviewers by being personable and engaging. Ask them about their experiences at the company and share your enthusiasm for contributing to their team and helping clients achieve their financial goals.