Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team to write tailored financial reports and conduct product research.
- Company: An award-winning financial planning firm based in Harrogate, known for excellence.
- Benefits: Enjoy hybrid remote work, full study support, bonuses, and a fantastic benefits package.
- Why this job: Be part of a supportive culture that values professional growth and client impact.
- Qualifications: Level 4 Diploma (or nearing completion) and experience with High Net Worth clients preferred.
- Other info: This is a permanent role with a competitive salary ranging from £36,000 to £48,000.
The predicted salary is between 36000 - 48000 £ per year.
Our client, an award winning firm of financial planners in Harrogate are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
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 reports
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 £36,000 & £48,000, home working, full study support, bonuses and fantastic benefits package.
#J-18808-Ljbffr
Paraplanner (hybrid remote) 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 (hybrid remote)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend industry events or join relevant online forums to connect with others and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to potential employers.
✨Tip Number 3
Prepare to discuss your experience with High Net Worth clients during interviews. Highlight specific examples of how you've tailored financial solutions to meet their unique needs.
✨Tip Number 4
Showcase your technical knowledge by being ready to discuss various financial planning strategies. This will help you stand out as a candidate who is not only qualified but also passionate about the field.
We think you need these skills to ace Paraplanner (hybrid remote)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Paraplanner position. Tailor your application to highlight your relevant experience and skills.
Highlight Relevant Qualifications: Make sure to emphasise your Level 4 Diploma or any progress towards it. Mention any specific training or certifications that relate to financial planning, as this is essential for the role.
Showcase Your Experience: If you have experience working with High Net Worth clients, be sure to include specific examples in your application. This will demonstrate your ability to handle the expectations of the role.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are a good fit for the Paraplanner position. Discuss your understanding of financial products and your commitment to providing high-quality service.
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 planning and the key products involved. Be prepared to discuss specific examples of how you've applied this knowledge in previous roles, especially when dealing with High Net Worth clients.
✨Tailor Your Suitability Letters
Since writing high-quality suitability letters is a key part of the role, think about how you can demonstrate your writing skills during the interview. You might even want to prepare a sample letter or discuss your approach to tailoring letters based on client needs.
✨Demonstrate Your Diligence
Reliability and diligence are essential traits for a Paraplanner. Be ready to share examples from your past experiences that highlight your attention to detail and commitment to compliance, particularly in preparing suitability reports.
✨Be Personable and Professional
As you'll be working closely with advisers and clients, it's important to convey your personable nature. Practice your communication skills and be prepared to discuss how you build relationships with clients while maintaining professionalism.
