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- Tasks: Prepare compliant financial reports and conduct detailed technical analysis for UK clients.
- Company: bdhSterling offers specialist cross-border financial planning advice in the UK and Australia.
- Benefits: Flexible work locations in the UK or Australia, plus ongoing professional development support.
- Why this job: Join a collaborative culture while working on complex, rewarding client cases.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning is essential; advanced pension qualifications are desirable.
- Other info: Ideal for experienced Paraplanners looking to advance their careers internationally.
The predicted salary is between 36000 - 60000 £ per year.
Bring your UK financial planning expertise to a global stage.
At bdhSterling, we provide specialist cross-border financial planning advice to clients in the UK and Australia. We are now seeking an experienced UK-qualified Paraplanner to support our Financial Advisers, with the flexibility to be based in either our Epsom office in the UK or our Perth office in Australia.
About the Role
As a Paraplanner, you will be instrumental in delivering quality advice by preparing compliant reports, conducting detailed technical analysis, and supporting advisers with complex planning strategies. Your focus will be on UK financial planning advice, working closely with our advisers and administration team to ensure an exceptional client experience.
Key Responsibilities
- Draft detailed, compliant, and client-focused financial planning reports.
- Conduct technical analysis in areas such as investments, pensions, protection, and retirement planning.
- Produce financial modelling and cashflow projections (Voyant, SelectaPension, FE Analytics).
- Ensure all work meets FCA regulatory requirements.
- Liaise with advisers to clarify advice strategies and deliver accurate solutions.
- Maintain strong technical knowledge of UK pensions, retirement planning, and taxation.
- Peer checking reports to ensure suitable compliance.
About You
- CII Level 4 Diploma in Regulated Financial Planning (essential).
- Advanced pension qualifications (G60, AF3, AF7) desirable.
- Experience with Defined Benefit pension transfers, Transfer Value Comparator (TVC), and APTA reports.
- Proficiency with Voyant, SelectaPension, and FE Analytics.
- Strong report writing and analytical skills, with excellent attention to detail.
- A collaborative, organised, and proactive approach.
Why Join Us?
At bdhSterling, we believe in helping our people thrive as much as our clients. You’ll benefit from:
- Working with complex and rewarding UK cross-border client cases.
- The opportunity to be based in either the UK or Australia while focusing on UK advice.
- Ongoing support for professional growth and development.
- A collaborative and people-first culture.
If you are an experienced UK Paraplanner seeking to take your career further with an international financial planning firm, we’d love to hear from you.
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Paraplanner – UK Advice (Based in Epsom, UK or Perth, WA) employer: Sterling Ltd
Contact Detail:
Sterling Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner – UK Advice (Based in Epsom, UK or Perth, WA)
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as Voyant and SelectaPension. Being able to demonstrate your proficiency with these tools during interviews will set you apart from other candidates.
✨Tip Number 2
Stay updated on the latest FCA regulations and compliance requirements related to UK financial planning. Showing that you have a strong understanding of regulatory frameworks will reassure the hiring team of your capability to deliver compliant advice.
✨Tip Number 3
Network with professionals in the financial planning industry, especially those who have experience with cross-border advice. Engaging with others in the field can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous work that highlight your analytical skills and attention to detail. This will help you illustrate your ability to produce high-quality financial reports and support advisers effectively.
We think you need these skills to ace Paraplanner – UK Advice (Based in Epsom, UK or Perth, WA)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your UK financial planning expertise and relevant qualifications, such as the CII Level 4 Diploma. Emphasise your experience with Defined Benefit pension transfers and any advanced pension qualifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience in preparing compliant reports and conducting technical analysis, and explain how your skills align with the responsibilities outlined in the job description.
Showcase Technical Skills: In your application, be sure to mention your proficiency with tools like Voyant, SelectaPension, and FE Analytics. Provide examples of how you've used these tools in previous roles to support financial advisers and enhance client experiences.
Highlight Collaborative Experience: Since the role involves working closely with advisers and administration teams, include examples of your collaborative work style. Discuss how you've successfully liaised with colleagues to clarify advice strategies and deliver accurate solutions.
How to prepare for a job interview at Sterling Ltd
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of UK pensions, retirement planning, and taxation during the interview. Be prepared to discuss specific cases where you've applied this knowledge, as it will demonstrate your expertise and suitability for the role.
✨Prepare for Compliance Questions
Since the role involves ensuring compliance with FCA regulations, expect questions related to compliance practices. Brush up on relevant regulations and be ready to explain how you ensure that your reports meet these standards.
✨Demonstrate Report Writing Skills
As report writing is a key responsibility, bring examples of your previous work or be ready to discuss your approach to drafting detailed, compliant financial planning reports. This will show your attention to detail and ability to communicate complex information clearly.
✨Familiarise Yourself with Financial Modelling Tools
Since proficiency with tools like Voyant, SelectaPension, and FE Analytics is essential, make sure you can discuss your experience with these platforms. If possible, prepare to talk about how you've used them in past roles to support financial advisers.
