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- Tasks: Prepare financial planning solutions and support senior advisers in a dynamic team.
- Company: Established financial planning team in Chester with a client-first approach.
- Benefits: Competitive salary, performance bonuses, and fully funded exam support.
- Why this job: Join a supportive environment and advance your career in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and relevant experience required.
- Other info: Opportunities for career progression within a collaborative team.
The predicted salary is between 28000 - 30000 £ per year.
Location: Chester
Salary: £28,000 - £30,000 per year
About the Role
We are seeking an experienced Paraplanner to join a well-established financial planning team in Chester. This role provides an excellent opportunity to work alongside senior advisers in a supportive environment, with clear opportunities to develop your skills and advance your career. You will assist with preparing and supporting financial planning solutions for a diverse client base, ensuring high-quality recommendations and compliance throughout.
Key Responsibilities
- Preparing suitability reports for clients covering investments, pensions, and protection solutions
- Researching products, funds, mortgages, and protection solutions
- Using investment and wrap platforms to support financial planning recommendations
- Preparing illustrations, documentation, and application forms
- Liaising with clients and providers to resolve queries efficiently
- Supporting senior advisers in all aspects of financial planning
Skills and Experience Required
- Level 4 Diploma in Financial Planning (or well-progressed toward completion)
- Relevant experience within a financial planning environment
- Strong analytical and technical skills
- Knowledge of pensions, investments, mortgages, and protection products
- Excellent communication and interpersonal skills
- Familiarity with investment platforms, FE Analytics, or XPLAN is advantageous
What’s on Offer
- Competitive basic salary with performance-related bonuses
- Fully funded exam support and exam pass incentives
- Opportunities for career progression within a supportive team
About the Employer
The client is a well-established financial planning team that provides comprehensive services to a varied client base. They focus on a collaborative, client-first approach and offer a professional working environment that supports both personal and career development.
Next Steps
If you are an experienced Paraplanner looking for a new challenge, please submit your CV and a brief covering note outlining your interest and suitability for the role.
About Regional Recruitment Services
This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency operating since 2008. We provide permanent, temporary, and contract recruitment across Financial Services, Commercial, Industrial, Engineering, and Construction sectors.
Paraplanner in London employer: Regional Recruitment Services
Contact Detail:
Regional Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of pensions, investments, and protection products. We recommend doing mock interviews with friends or using online resources to get comfortable discussing your expertise and how it relates to the role.
✨Tip Number 3
Showcase your analytical skills! When you get the chance to meet potential employers, bring examples of your past work, like suitability reports or research you've done. This will help us see your capabilities in action and how you can contribute to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate candidates like you who are ready to take the next step in their career.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in financial planning, and showcase your Level 4 Diploma if you have it. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Note: Your cover note is your chance to shine! Keep it brief but impactful. Tell us why you're interested in this role and how your background makes you a great fit. Remember, we love a client-first approach, so show us your passion for helping clients.
Show Off Your Skills: Don’t forget to mention your analytical and technical skills! If you’ve got experience with investment platforms or tools like FE Analytics or XPLAN, let us know. We’re keen on candidates who can hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Regional Recruitment Services
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also provide valuable insights.
✨Showcase Your Skills
Prepare examples from your previous experience where you've successfully prepared suitability reports or resolved client queries. This will help demonstrate your analytical and technical skills, which are crucial for a Paraplanner role.
✨Familiarise Yourself with Tools
If you have experience with investment platforms like FE Analytics or XPLAN, be ready to discuss how you've used them in your past roles. If you're not familiar, take some time to learn about these tools before the interview.
✨Ask Thoughtful Questions
Prepare a few questions to ask the interviewers about their financial planning approach or team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.