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For Companies At a Glance
- Tasks: Create detailed financial reports and support advisers with compliant recommendations.
- Company: Employee-owned trust company with a focus on wealth management.
- Benefits: Generous holiday, pension scheme, and hybrid working options.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: 2+ years in financial services and Level 4 Diploma (or working towards).
- Other info: Enjoy social events and career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Location: Stamford, Lincolnshire (Hybrid Working Available)
Job Type: Full-time, Permanent
Sector: Financial Planning / Wealth Management / IFA
THE ROLE
- Producing comprehensive suitability reports and financial planning documentation
- Conducting technical research across pensions, investments, protection, and retirement planning
- Supporting advisers with FCA-compliant recommendations
- Using financial planning platforms and software to analyse and model solutions
- Ensuring advice is accurate, compliant, and clearly presented
- Operating effectively within a fast-paced financial planning practice
ABOUT YOU
- Minimum 2 years experience within financial services or an IFA environment
- Strong understanding of FCA regulation and financial planning solutions
- Proven paraplanning and report writing experience
- Level 4 Diploma qualified (or working towards)
- Analytical, detail-oriented, professional, and proactive
- Confident with Microsoft Office and financial planning systems
- Right to Work in the UK
WORKING PATTERN
Monday-Friday, 9:00am-5:00pm. Hybrid working available following probation.
BENEFITS
- Employee-owned Trust company
- Company pension scheme
- Death in service benefit
- Sickness policy (post-probation)
- 20 days holiday + bank holidays + Christmas/New Year shutdown
- Holiday increases after 2, 5, and 10 years service
- Hybrid working
- Parking permit (office-based)
- Social events
APPLY NOW
Apply with your CV in confidence.
Experienced Paraplanner | Wealth Management in Lincoln employer: RecruitME
Contact Detail:
RecruitME Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Paraplanner | Wealth Management in Lincoln
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for paraplanning roles. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your FCA regulations and financial planning solutions. We want you to be able to showcase your knowledge confidently, so practice answering common paraplanning questions and think about how your experience aligns with the role.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that resonate with your values. Check out our website for openings at StudySmarter and tailor your approach to show how you can contribute to our mission in wealth management.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit for the team.
We think you need these skills to ace Experienced Paraplanner | Wealth Management in Lincoln
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about wealth management and how your background aligns with our needs. Be genuine and let your personality shine through!
Showcase Your Technical Skills: Since we’re looking for someone confident with financial planning systems, mention any specific software you’ve used. This will help us see how you can hit the ground running in our fast-paced environment.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at RecruitME
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and financial planning solutions. Being able to discuss these topics confidently will show that you’re not just familiar with the basics, but that you truly understand the intricacies of the role.
✨Showcase Your Experience
Prepare specific examples from your past work as a paraplanner. Highlight your experience in producing suitability reports and conducting technical research. This will help demonstrate your hands-on skills and how they align with what the company is looking for.
✨Be Ready for Technical Questions
Expect questions that test your analytical skills and understanding of financial planning platforms. Practise explaining how you would approach a complex financial scenario or how you’ve used software to model solutions in the past.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use, or how they ensure compliance in their recommendations. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
