Paraplanner
Sanderson Recruitment About the role
Location: Market Harborough or Birmingham
Employment Type: Full-Time (with an early Friday finish)
Salary: £35,000-£42,000 (depending on experience)
Take your paraplanning career to the next level with a growing, supportive financial planning firm offering hybrid working, early Friday finishes, and genuine career development.
About the Role
An established and expanding financial planning practice is looking for an experienced Paraplanner to join its technical support team. This is an excellent opportunity to work in a collaborative environment where your technical expertise is valued, your professional development is encouraged, and work-life balance is a genuine priority. You'll work closely with Financial Planners to deliver high-quality technical support, helping provide tailored financial planning solutions and excellent client outcomes.
About You
We're looking for someone who has:
- Proven experience as a Paraplanner within financial planning or wealth management.
- A Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Strong knowledge of pensions, investments and tax-efficient planning strategies.
- Excellent report-writing skills with the ability to explain complex information clearly.
- Experience using cashflow modelling software, CRM systems and financial research platforms.
- Strong attention to detail and a proactive, collaborative approach.
- A desire to continue developing technical knowledge and expertise.
Key Responsibilities
- Conduct research across pensions, investments, protection and wider financial planning matters.
- Prepare accurate cashflow models to support client recommendations.
- Produce bespoke suitability reports and recommendation documents.
- Liaise with clients and professional connections, including solicitors and accountants.
- Support advice implementation, applications and compliance processes.
- Ensure all work meets FCA regulatory requirements and Consumer Duty principles.
What's on Offer?
- Hybrid working with only one office day per week.
- Early finish every Friday.
- 28 days' annual leave plus.
Your tasks
Conduct research and prepare tailored financial planning solutions for clients.
Your profile
Experience as a Paraplanner with a Level 4 Diploma in Regulated Financial Planning.
What's also included
Hybrid working, early Friday finishes, 28 days annual leave, and competitive salary.
Tech stack & ways of working
Paraplanner employer: Sanderson Recruitment
Join a forward-thinking organisation that values diversity and inclusion, offering a dynamic work culture where your expertise in tax can truly shine. As the Head of Tax, you will not only lead a talented team but also play a pivotal role in shaping the tax strategy across North West Europe, with ample opportunities for professional growth and development. Enjoy a collaborative environment that prioritises employee well-being and fosters meaningful contributions to the business's long-term success.
View Sanderson Recruitment profile
Your perspectives
Join a growing team where your expertise is valued and you can make a real impact.
StudySmarter Expert Advice
Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Sanderson Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
Some tips for your application 🫡
Show Off Your Numbers!
In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role
When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Sanderson Recruitment.
Include Relevant Financial Software Experience
If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect
Before hitting that 'apply' button on Sanderson Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Sanderson Recruitment
Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Sanderson Recruitment.
Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
Show Your Passion for Finance
Since this is a full-time position, employers at Sanderson Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
Network with Industry Professionals
Before your interview, reach out to current or former Sanderson Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
