Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team as a Paraplanner, crafting tailored financial reports and conducting product research.
- Company: Be part of an award-winning financial planning firm based in South Manchester.
- Benefits: Enjoy remote work flexibility, full study support, bonuses, and a fantastic benefits package.
- Other info: Infrequent office visits required, making it perfect for those who prefer working from home.
- Why this job: This role offers a chance to grow in a supportive environment while making a real impact on clients' lives.
- Qualifications: You need a Level 4 Diploma (or nearing completion) and experience with High Net Worth clients is a plus.
The predicted salary is between 28000 - 52000 £ per year.
Our client, a multiple award winning firm of financial planners in south Manchester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Home working
Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month).
Working closely with the advisers, duties and responsibilities will include :
- Writing and tailoring high quality suitability letters based on consultation with the Adviser.
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations.
- To complete compliant suitability.
The Person
- Level 4 Diploma (or close to completion) (essential).
- Experienced in dealing with High Net Worth clients (desirable).
- Reliable and diligent.
- Excellent working knowledge surrounding the key areas of Financial Planning.
- Strong commercial and technical knowledge.
- Personable and professional.
In return this opportunity offers a basic salary of between £35,000 & £47,000, home working, full study support, bonuses and fantastic benefits package.
#J-18808-Ljbffr
Paraplanner (home working) employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (home working)
✨Tip Number 1
Network with professionals in the financial planning industry. Attend webinars, join relevant LinkedIn groups, and connect with current Paraplanners to gain insights into their experiences and advice on how to excel in the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only enhance your knowledge but also demonstrate your commitment to potential employers.
✨Tip Number 3
Prepare for interviews by practising common Paraplanner scenarios. Think about how you would handle specific client situations or product recommendations, as this will showcase your problem-solving skills and technical knowledge.
✨Tip Number 4
Showcase your experience with High Net Worth clients during discussions. Highlight any relevant case studies or examples that illustrate your ability to manage complex financial needs effectively.
We think you need these skills to ace Paraplanner (home working)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with writing suitability letters and conducting product research, as these are key aspects of the job.
Tailor Your CV: Highlight your relevant experience in financial planning and any qualifications, especially your Level 4 Diploma. Make sure to emphasise your ability to work with High Net Worth clients and your knowledge of financial products.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in this position and how your skills align with the company's needs. Mention your reliability, diligence, and professional approach, as these traits are important for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial sector.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial products and planning. Be prepared to discuss specific products and how they can benefit High Net Worth clients, as this will demonstrate your expertise and suitability for the role.
✨Tailor Your Suitability Letters
Since writing high-quality suitability letters is a key responsibility, think about examples from your past experience where you successfully tailored communications for clients. This will show your attention to detail and ability to meet client needs.
✨Demonstrate Your Diligence
Reliability is crucial in this role. Be ready to share instances where your diligence has led to successful outcomes, whether through thorough research or compliance with regulations. This will highlight your commitment to quality work.
✨Prepare Questions for the Interviewers
Having insightful questions ready shows your interest in the company and the role. Ask about their approach to working with High Net Worth clients or how they support ongoing professional development, which aligns with the full study support mentioned in the job description.