Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers by preparing reports and researching financial solutions.
- Company: Established financial planning firm in Lytham with a supportive team culture.
- Benefits: Competitive salary and benefits package in a collaborative environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Financial Planning required.
- Other info: Opportunity to grow your career in a thriving financial sector.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial planning firm in Lytham is seeking an experienced Paraplanner to support advisers in the delivery of high-quality, compliant financial planning advice.
Key responsibilities
- Preparing suitability reports, review packs and client documentation
- Researching pensions, investments and protection solutions
- Producing cashflow modelling and technical analysis
- Ensuring all advice meets FCA and internal compliance standards
- Liaising with advisers, providers and internal teams to progress cases
Requirements
- Previous experience in a Paraplanner role within wealth management
- Strong technical knowledge of pensions and investments
- Level 4 Diploma in Financial Planning is essential
- High attention to detail and strong report-writing skills
Benefits
- Competitive salary and benefits package
- Supportive team environment
Paraplanner employer: Staff Power Group
Contact Detail:
Staff Power Group 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 wealth management sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Paraplanner role!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your technical knowledge of pensions and investments. Share specific examples of how you've prepared suitability reports or conducted cashflow modelling to demonstrate your expertise.
✨Tip Number 3
Be proactive! If you see a job opening that excites you, apply through our website. Tailor your approach by mentioning how your experience aligns with their needs, especially around compliance and report-writing skills. It shows you're serious about the role!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. Reiterate your enthusiasm for the position and mention something specific from the interview that resonated with you. It keeps you fresh in their minds and shows your commitment.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially in wealth management. We want to see how your skills match the key responsibilities listed in the job description.
Show Off Your Technical Knowledge: Since strong technical knowledge of pensions and investments is crucial, don’t shy away from showcasing your expertise. We love seeing specific examples of how you've applied this knowledge in your previous roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team and how your attention to detail and report-writing skills will help us deliver high-quality financial planning advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Staff Power Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and investments. Familiarise yourself with the latest regulations and compliance standards set by the FCA, as this will show that you're not just experienced but also up-to-date.
✨Prepare Your Reports
Since report-writing is a key part of the Paraplanner role, practice drafting suitability reports and review packs. Bring examples of your previous work to the interview to demonstrate your attention to detail and writing skills.
✨Research the Firm
Take some time to understand the financial planning firm’s ethos and the services they offer. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about their approach to client relationships or how they support their advisers. This shows that you’re engaged and eager to contribute to their success.
