At a Glance
- Tasks: Conduct research and support advisers in financial planning tasks.
- Company: Dynamic financial planning practice in Liverpool City Centre.
- Benefits: Competitive salary, hybrid working, 25 days annual leave, and career growth.
- Other info: Open to all backgrounds; personality and teamwork valued over formal qualifications.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in financial services and strong technical knowledge preferred.
Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre. We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients. This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team.
The Role
- Conducting technical research across pensions, investments and financial planning solutions
- Assisting with the preparation of suitability reports and recommendation documents
- Analysing client information and supporting advisers with case preparation
- Preparing client meeting packs and documentation
- Managing post-meeting actions and follow-up activities
- Liaising with providers and third parties
- Providing administrative support where required to ensure a seamless client experience
- Working collaboratively with advisers and support staff across the business
About You
We are open to candidates from a variety of backgrounds and experience levels. The ideal candidate will possess:
- Previous experience within Financial Services, ideally in a Paraplanning, Technical Support or Financial Planning support role
- Strong technical knowledge of pensions, investments and financial planning
- Excellent attention to detail and analytical skills
- A proactive and positive approach to work
- Strong organisational and communication abilities
- A willingness to support both technical and administrative aspects of the role
- A team-oriented mindset and strong work ethic
Qualifications
Professional qualifications are not essential. Applications are welcomed from candidates who are not currently qualified but have developed strong technical knowledge through practical industry experience. Personality, attitude, teamwork and technical capability are considered just as important as formal qualifications.
What's on Offer?
- Competitive salary based on experience
- Hybrid working (3 days in the office, 2 days from home)
- 25 days annual leave
- Supportive and collaborative working environment
- Opportunity to join a growing business with long-term career prospects
- Varied and rewarding role with exposure to all aspects of the financial planning process
If you're looking for a role where your technical expertise will be valued, while being part of a close-knit and supportive team, we'd love to hear from you.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Paraplanner - Hybrid in Liverpool employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Hybrid in Liverpool
✨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 Search. 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.
We think you need these skills to ace Paraplanner - Hybrid in Liverpool
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 Search.
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 Search'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 Search
✨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 Search.
✨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 Search 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 Search 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.
