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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 and personal development.
The predicted salary is between 28000 - 30000 £ per year.
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
- 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
- Competitive basic salary with performance-related bonuses
- Fully funded exam support and exam pass incentives
- Opportunities for career progression within a supportive team
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.
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.
Paraplanner employer: Regional Recruitment Services
Contact Detail:
Regional Recruitment Services 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, especially those who might know about opportunities at firms like the one in Chester. A friendly chat can sometimes lead to a job offer before it even hits the job boards.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and protection products. We want you to feel confident discussing these topics, as they’re crucial for a Paraplanner role. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss how you've used your technical skills in past roles. We love hearing about real-life examples that demonstrate your problem-solving abilities and attention to detail.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive listings that you won’t find anywhere else, so keep an eye out for new opportunities!
We think you need these skills to ace Paraplanner
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 align with 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 the role and how your background makes you a great fit. Remember, we love a personal touch!
Showcase Your Skills: Don’t forget to mention your analytical and technical skills, especially if you’re familiar with investment platforms like XPLAN or FE Analytics. We’re keen on candidates who can hit the ground running, so let us know what you bring to the table!
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. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Showcase Your Skills
Prepare examples from your past 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.
✨Familiarise 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 previous roles. If not, do a bit of research to understand their functionalities, as this could give you an edge.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, opportunities for career progression, or how they support exam preparation. This shows your interest in the role and helps you gauge if it's the right fit for you.
