At a Glance
- Tasks: Support advisers by creating detailed reports and conducting research for client portfolios.
- Company: Join a leading wealth management firm with a dynamic, rapidly expanding environment.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and opportunities for personal development.
- Why this job: Be part of a start-up vibe backed by private equity, making a real impact in finance.
- Qualifications: Must have a Level 4 Diploma and ideally 2+ years of paraplanning experience.
- Other info: This role offers a chance to grow in a supportive and innovative team.
The predicted salary is between 34000 - 51000 £ per year.
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This range is provided by Tate Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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Principal Consultant @ Tate Recruitment | Recruitment Maverick
Paraplanner
Location: Harrogate
Salary £40k to £45k DOE, plus discretionary bonus and benefits.
A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services. The company\’s strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.
Role Overview: The Paraplanner will provide technical support to a team of advisers, ensuring clients receive a positive professional experience. This includes report writing support, production of suitability reports based on client needs, and assisting the Paraplanning team in maintaining up-to-date report templates and models.
Paraplanner Job Responsibilities:
- Assist in the provision of fully compliant, potentially complex reports, including analysis, research, and product recommendations for presentation to clients.
- Conduct research for asset allocation on clients\’ existing portfolios, quantifying and analysing existing investments.
- Obtain valuations, quotations, and complete supporting application documentation.
- Provide advice within a strict ethical and compliance framework under the guidance of the Compliance Manager and internal policies and procedures.
- Manage own workload and provide updates to the line manager.
- Commit to continuous personal development and retain supporting records.
- Perform any other duties as may reasonably be required.
- Adhere to Consumer Duty outcomes.
Job Requirements:
- Minimum Level 4 Diploma Qualified Paraplanner, ideally with 2+ years of experience in a similar role.
- Experience in writing and compiling very technical suitability reports, coupled with solid research experience.
- Experience with pension switching and transfer products is highly beneficial.
- Cashflow forecasting experience is advantageous.
- Excellent organizational skills and attention to detail.
- Strong communication skills and the ability to collaborate effectively with internal and external stakeholders.
- Self-motivated with the ability to work independently and manage multiple priorities.
Why Join our client: Joining the team offers a unique combination of start-up energy and the security of private equity backing. It\’s an inspiring time to be part of a rapidly expanding company through strategic acquisitions.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative
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Paraplanner employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and paraplanning. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews, as it shows your commitment to the industry.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others in the field. This can lead to valuable insights and potential referrals that may increase your chances of landing the job.
✨Tip Number 3
Prepare to discuss your experience with technical suitability reports and asset allocation strategies. Be ready to provide examples of how you've successfully supported advisers in the past, as this will demonstrate your capability for the role.
✨Tip Number 4
Showcase your organisational skills and attention to detail during the interview process. Consider preparing a brief case study or example of a complex report you've worked on, highlighting how you managed your workload and ensured compliance.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in writing technical suitability reports and conducting asset allocation research. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Paraplanner role and the company. Mention your Level 4 Diploma and any relevant experience, particularly in pension switching and cashflow forecasting.
Showcase Your Communication Skills: Since strong communication is key for this role, consider including examples of how you've effectively collaborated with stakeholders in previous positions. This could be in your CV or cover letter.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Tate Recruitment
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of technical suitability reports and asset allocation. Brush up on your knowledge of pension products and cashflow forecasting, as these are crucial for the role.
✨Showcase Your Research Skills
Be prepared to discuss your experience in conducting thorough research and analysis. Highlight specific examples where your research has led to successful recommendations or improved client outcomes.
✨Demonstrate Compliance Awareness
Understanding compliance is key in this role. Familiarise yourself with the ethical frameworks and internal policies that govern financial advice, and be ready to explain how you ensure compliance in your work.
✨Communicate Effectively
Strong communication skills are essential for collaborating with advisers and clients. Practice articulating complex information clearly and concisely, and prepare to discuss how you've successfully worked with stakeholders in the past.