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For Companies At a Glance
- Tasks: Create detailed financial reports and support advisers with compliant recommendations.
- Company: Employee-owned wealth management firm with a supportive culture.
- Benefits: Generous holiday, pension scheme, and hybrid working options.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 2+ years in financial services and Level 4 Diploma (or working towards).
- Other info: Enjoy social events and career growth in a fast-paced environment.
The predicted salary is between 28800 - 48000 £ 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.
Locations
Experienced Paraplanner | Wealth Management in Lincolnshire, Stamford employer: RecruitME
Contact Detail:
RecruitME Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Paraplanner | Wealth Management in Lincolnshire, Stamford
✨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 job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on FCA regulations and financial planning solutions. We recommend practising common interview questions and having examples ready that showcase your experience and skills in producing suitability reports and conducting technical research.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for opportunities that fit your experience in wealth management, and make sure to tailor your approach to each role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Experienced Paraplanner | Wealth Management in Lincolnshire, Stamford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your experience in financial services, especially any work with FCA regulations and report writing. We want to see how your skills match what we're looking for!
Showcase Your Experience: In your application, don’t just list your previous jobs. Share specific examples of how you've produced suitability reports or supported advisers. This helps us understand your hands-on experience in the wealth management sector.
Be Clear and Concise: When writing your application, clarity is key! Use straightforward language and keep it professional yet approachable. We appreciate a well-structured application that gets straight to the point.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
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 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 to Discuss Tools
Familiarise yourself with the financial planning platforms and software mentioned in the job description. If you’ve used similar tools before, be ready to talk about how you leveraged them to analyse and model solutions effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and their expectations for the paraplanner role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
