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For Companies At a Glance
- Tasks: Conduct research and prepare reports to support financial advisers in delivering top-notch client service.
- Company: Reputable financial planning firm with a strong presence across the UK.
- Benefits: Competitive salary, flexible start date, and a supportive team environment.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: 2+ years in Paraplanning and Level 4 Diploma in Financial Planning (or working towards).
- Other info: Opportunity for career growth and a £250 referral bonus for successful placements.
The predicted salary is between 35000 - 40000 £ per year.
Location: Lancashire
Contract: Permanent, Full-Time (37.5 hours per week)
Salary: £35,000 - £40,000 per annum
Start Date: Flexible
Service Care Solutions are working with a reputable and long-established financial planning firm supporting both personal and corporate clients across the UK. Due to continued growth, the firm are seeking an experienced and motivated Paraplanner to join the team in Lancashire.
As a key member of the support function, you will work closely with financial advisers to deliver high-quality technical research, report writing, and client service. This role is integral to ensuring clients receive accurate, compliant, and holistic financial planning solutions.
Key Responsibilities
- Conduct in-depth research on financial products, providers, funds, and client solutions
- Prepare detailed, compliant suitability reports across pensions, investments, retirement planning, and tax-efficient strategies
- Support advisers by analysing client information and producing appropriate recommendations
- Maintain up-to-date and accurate client records, including risk profiles and compliance documents
- Monitor regulatory and legislative changes to ensure advice remains compliant
- Assist with technical queries related to financial planning and products
- Build and maintain strong relationships with advisers, administrators, and clients
- Contribute to continuous improvement of internal processes and client service standards
Candidate Criteria
- Experience & Qualifications
- Minimum of 2 years’ experience in a Paraplanning role or similar financial planning support position
- Level 4 Diploma in Financial Planning (or equivalent) OR working towards (essential)
- Strong technical understanding of pensions, investments, tax planning, and the broader advice process
Skills & Competencies
- Excellent written communication skills with the ability to articulate complex concepts clearly
- Strong attention to detail and exceptional organisational skills
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Ability to work autonomously, prioritise workload, and meet deadlines
- High standard of professionalism with a commitment to compliance and accuracy
- Strong team player who enjoys contributing to shared goals
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions.
Paraplanner employer: Service Care Solutions
Contact Detail:
Service Care Solutions 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 paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and tax-efficient strategies confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you’re keen and professional, which is exactly what firms like the one in Lancashire are looking for.
✨Tip Number 4
Apply through our website for the best chance at landing that paraplanner role. We’ve got all the resources you need to make your application stand out, so let’s get you that job!
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 experience in financial planning and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work professionally.
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 from us!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your technical knowledge about pensions, investments, and tax planning. The interviewers will likely ask you to explain complex concepts, so being able to articulate these clearly will show them you're the right fit for the Paraplanner role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in conducting research, writing reports, and supporting financial advisers. This will demonstrate your capability and how you can contribute to their team right away.
✨Be Organised
Since attention to detail is crucial in this role, come prepared with a structured approach to your answers. Use the STAR method (Situation, Task, Action, Result) to keep your responses clear and concise, showcasing your organisational skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to compliance or how they support continuous improvement in client service standards. This will reflect your enthusiasm and commitment to the position.
