Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a top financial planning firm as a Paraplanner, writing tailored suitability letters and conducting product research.
- Company: An award-winning financial planning firm in Stockport with a highly experienced team.
- Benefits: Enjoy hybrid remote work, a competitive salary, full study support, bonuses, and great perks.
- Why this job: Be part of a prestigious team, gain valuable experience, and make a real impact in financial planning.
- Qualifications: Must have Level 4 Diploma (or nearing completion) and experience with High Net Worth clients.
- Other info: This is a permanent position with opportunities for professional growth.
The predicted salary is between 35000 - 47000 £ per year.
Our client, an award winning firm of financial planners in Stockport are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working from home and of prestigious offices, you will be an integral part of the firm’s technical function. Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Attending client meetings (when required) 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 £35,000 & £47,000, home working, full study support, bonuses and fantastic benefits package. …
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
Make sure to highlight your experience with High Net Worth clients during any conversations or interviews. This will show that you understand the unique needs and expectations of this clientele, which is a desirable trait for the Paraplanner role.
✨Tip Number 2
Familiarize yourself with the latest financial products and regulations. Being well-versed in current market trends and compliance will demonstrate your technical knowledge and reliability, making you a strong candidate for the position.
✨Tip Number 3
Prepare to discuss your approach to writing suitability letters and reports. Having a clear process and examples of how you've tailored these documents in the past can set you apart from other candidates.
✨Tip Number 4
Showcase your interpersonal skills by being personable and professional in all interactions. Building rapport with advisers and clients is crucial, so be ready to share examples of how you've successfully collaborated in previous roles.
We think you need these skills to ace Paraplanner (hybrid remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with High Net Worth clients and your Level 4 Diploma. Use specific examples that demonstrate your reliability, diligence, and technical knowledge in financial planning.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Paraplanner role and how your skills align with the firm's needs. Mention your experience in writing suitability letters and conducting product research, as these are key responsibilities of the position.
Showcase Relevant Experience: When detailing your previous roles, focus on your experience in financial planning and any relevant achievements. Highlight instances where you successfully supported advisers or contributed to client meetings.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A polished application reflects your professionalism and attention to detail, which 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 highlight your understanding of financial planning and the key areas relevant to the role. Be prepared to discuss specific products and how they can benefit High Net Worth clients.
✨Prepare for Suitability Letter Examples
Since writing high-quality suitability letters is a core responsibility, think of examples from your past experience where you tailored communications effectively. This will demonstrate your attention to detail and ability to meet client needs.
✨Demonstrate Your Diligence and Reliability
Be ready to provide examples of how you've shown reliability in previous roles. Discuss how you manage your time and ensure compliance in your work, as these traits are essential for a Paraplanner.
✨Engage with the Interviewers
During the interview, ask insightful questions about the firm's approach to financial planning and their client base. This shows your interest in the role and helps you assess if the company culture aligns with your values.
