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- Tasks: Prepare financial reports and conduct research to support advisers in delivering client-focused advice.
- Company: Join a respected financial services firm dedicated to personalised, impartial financial advice.
- Benefits: Enjoy study support, 20 days holiday, wellness packages, and regular social events.
- Why this job: Be part of a close-knit team that values quality and offers opportunities for professional growth.
- Qualifications: Must have a Paraplanning qualification and experience in an IFA environment.
- Other info: Ideal for detail-oriented individuals looking to make a real impact.
The predicted salary is between 28000 - 46000 £ per year.
Location: Leamington Spa, Warwickshire
Salary: £33,000.00 - £40,000.00 depending on experience and qualifications
Job type: Full-time, Permanent
About us:
We are a well-established, client-centred financial services firm committed to providing personalised, impartial financial advice. Our strength lies in our independence, allowing us to offer truly bespoke solutions tailored to each client’s unique financial goals. Due to continued growth, we’re looking for an experienced Paraplanner to join our dedicated team and play a key role in supporting the delivery of high-quality financial planning services.
The role:
Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with a strong technical foundation who enjoys being part of a close-knit team that values quality over quantity.
Key responsibilities:
- Collaborate with IFAs to build tailored financial plans based on client needs and objectives
- Produce clear, compliant, and well-structured suitability reports
- Conduct in-depth product and provider research across pensions, investments, protection, and tax planning
- Liaise with clients and providers to gather necessary documentation and data
- Stay current with regulatory and industry changes, ensuring advice remains compliant
- Cash flow modelling and use of financial planning tools
- Attend initial meetings with our Independent Financial Advisers
Essential requirements:
- Certificate in Paraplanning qualification or higher
- Experience in paraplanning within an IFA environment
- Strong knowledge of investment, pension, and protection products
- Excellent written and verbal communication skills
- High level of attention to detail and strong analytical skills
- Comfortable using back-office systems and financial planning software
What we offer:
- The chance to work in a respected, growing IFA firm with a supportive culture
- Study support for further qualifications (e.g. Chartered status)
- 20 days holiday plus bank holidays, increasing with tenure
- Christmas office closure
- Full benefits and wellness package
- Regular social and charity events
How to apply:
If you’re a passionate and detail-driven Paraplanner looking to make an impact in a truly supportive environment, we’d love to hear from you. Please send your CV and a short cover letter outlining your experience and interest in the role to adele@simpsonfs.co.uk.
Contact Detail:
Simpson Financial Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Independent Financial Advisers (IFAs). Attend local finance-related events or webinars to connect with potential colleagues and learn more about the paraplanning role.
✨Tip Number 2
Familiarise yourself with the latest regulatory changes and industry trends. This knowledge will not only help you in interviews but also demonstrate your commitment to staying current in the field, which is crucial for a Paraplanner.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience during interviews. Highlight how you've collaborated with IFAs and contributed to creating tailored financial plans, as this will showcase your practical skills and understanding of the role.
✨Tip Number 4
Research StudySmarter and our values before your interview. Understanding our client-centred approach and commitment to bespoke solutions will allow you to align your answers with our company culture, making you a more attractive candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, particularly within an IFA environment. Emphasise your qualifications, such as the Certificate in Paraplanning, and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: In your cover letter, clearly outline your passion for financial planning and how your background makes you a great fit for the role. Mention specific experiences that demonstrate your attention to detail and analytical skills.
Showcase Relevant Skills: Highlight your knowledge of investment, pension, and protection products in both your CV and cover letter. Provide examples of how you've successfully used these skills in previous roles to support financial advisers.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Simpson Financial Services Limited
✨Know Your Technical Stuff
As a Paraplanner, you'll need a solid understanding of investment, pension, and protection products. Brush up on your technical knowledge and be ready to discuss how you've applied it in previous roles.
✨Showcase Your Communication Skills
Excellent written and verbal communication is key in this role. Prepare examples of how you've effectively communicated complex financial information to clients or colleagues in the past.
✨Demonstrate Attention to Detail
This position requires a high level of attention to detail. Be prepared to discuss specific instances where your meticulous nature has helped avoid errors or improved outcomes in your work.
✨Familiarise Yourself with Compliance
Understanding regulatory changes is crucial for a Paraplanner. Research recent updates in financial regulations and be ready to explain how you ensure compliance in your work.
