At a Glance
- Tasks: Support financial advisers in creating tailored financial plans and strategies for clients.
- Company: A trusted financial planning firm focused on client success and professional growth.
- Benefits: Competitive salary, 23 days holiday, and a supportive team environment.
- Other info: Join a collaborative team with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 1+ year experience in paraplanning and strong analytical skills required.
The predicted salary is between 26000 - 35000 € per year.
Location: Burnham-on-Sea, TA8 2AS
Working Hours: 37.5-hour working week, Monday to Friday (08:45 am - 5:15 pm) with 1-hour lunch break
Salary: £26,000 - £35,000 (depending on experience and qualifications)
The Role
Our client is dedicated to helping clients achieve their financial goals through personalised planning and advice. They pride themselves on the quality of their advice, superior client outcomes, and building a strong, successful business founded on trust and professionalism. They are seeking a Paraplanner to support the delivery of high-quality, client-focused financial planning. You will work closely with advisers to develop, maintain and evolve lifetime financial strategies for clients. This role goes beyond traditional report writing, contributing to the design, analysis, and ongoing refinement of financial plans. You will help ensure clients feel confident, informed, and supported throughout their financial journey. Working within a structured planning framework, alongside the adviser you will ensure all recommendations are robust, tax-efficient, clearly communicated, and aligned with client objectives both now and in the future.
Key Responsibilities
- Financial Planning & Strategy
- Analyse client circumstances, objectives and financial position to support the development of holistic financial plans
- Contribute to the design of planning strategies across accumulation, decumulation and protection
- Support advisers in creating sustainable, long-term financial plans aligned to client goals
- Assist in stress testing plans against risks, life events and changing circumstances with cashflow modelling
- Research and Analysis
- Conduct detailed research across investments, pensions, protection and tax planning solutions
- Compare providers, products, charges and outcomes to support suitable recommendations
- Maintain a strong understanding of market developments, legislation and best practice planning approaches
- Suitability & Report Writing
- Prepare high-quality, compliant and client-friendly suitability reports
- Clearly articulate the rationale behind recommendations in a way that supports client understanding and confidence
- Ensure consistency, accuracy and clarity across all written outputs
- Ongoing Planning Support
- Support ongoing client reviews by analysing progress against financial plans and identifying required adjustments
- Assist advisers in updating strategies in response to client needs, legislative changes or market conditions
- Contribute to maintaining long-term client relationships through consistent, high-quality planning support
- Compliance and Quality Assurance
- Ensure all work adheres to FCA regulations and internal compliance standards
- Maintain accurate, complete and well-documented client files
- Support internal quality checks and respond to compliance feedback where required
- Collaboration & Client Experience
- Work closely with advisers, paraplanners and adviser support teams to ensure a smooth and efficient advice process
- Support the preparation for client meetings and follow-up actions where required
- Help ensure clients receive a clear, professional and consistent experience throughout their journey
Requirements
Essential
- Minimum 1 year experience in paraplanning or technical financial services
- Strong understanding of financial planning principles (pensions, investments, protection)
- Excellent analytical and research skills
- High attention to detail and commitment to quality
- Strong written communication skills with the ability to simplify technical concepts for clients
- Ability to produce clear, accurate and compliant suitability reports
- Understanding of FCA compliance requirements and internal standards
- Proficient in Microsoft Office and Outlook
- Strong team and cultural fit
Desirable
- Diploma in Regulated Financial Planning (or working towards)
- Experience with cashflow modelling and financial planning tools
- Knowledge of tax planning and long-term financial strategy design
- Experience using Intelligent Office / Intelliflo
Personal Attributes
- Personable, professional and team-oriented
- Willingness to learn and contribute
- Highly presentable with strong interpersonal skills
- Ideally living within a 10-mile radius / 15-20 minute commute
What's in It For You
23 days holiday plus
Paraplanner in Bath employer: Talent Finder
Join a dynamic team in Burnham-on-Sea where your role as a Paraplanner will not only support clients in achieving their financial goals but also foster your professional growth within a collaborative and client-focused environment. With a commitment to quality advice and superior outcomes, the company offers a supportive work culture, competitive salary, and opportunities for continuous learning, ensuring you feel valued and empowered in your career journey.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can refer you directly.
✨Tip Number 2
Prepare for interviews by brushing up on your financial planning knowledge. Be ready to discuss how you can contribute to developing holistic financial plans and support advisers effectively. Show them you’re not just about the numbers but also about client relationships!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner gig! We’re always looking for passionate individuals who want to make a difference in clients' financial journeys. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Paraplanner in Bath
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications. We want to see how you can contribute to our mission of helping clients achieve their financial goals!
Show Off Your Skills:Don’t hold back on showcasing your analytical and research skills! Include examples of how you've successfully supported financial planning strategies in the past. We love seeing candidates who can clearly articulate complex concepts in a way that clients can understand.
Be Compliant:Since compliance is key in our industry, make sure your application reflects your understanding of FCA regulations and internal standards. Mention any experience you have with maintaining accurate client files and adhering to compliance requirements.
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Talent Finder
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning principles, especially pensions, investments, and protection. Be ready to discuss how you've applied these concepts in your previous roles, as this will show your understanding and experience in the field.
✨Show Off Your Analytical Skills
Prepare to demonstrate your analytical and research skills during the interview. You might be asked to analyse a hypothetical client scenario, so practice explaining your thought process clearly and logically. This will help the interviewers see how you approach problem-solving.
✨Communicate Clearly
Since you'll be preparing suitability reports, it's crucial to showcase your written communication skills. During the interview, try to simplify complex financial concepts when discussing your experience. This will highlight your ability to make technical information accessible to clients.
✨Be a Team Player
Collaboration is key in this role, so be prepared to talk about your experiences working in teams. Share examples of how you've supported advisers or worked with paraplanners to achieve client goals. This will demonstrate that you're not just a lone wolf but someone who thrives in a team environment.
