At a Glance
- Tasks: Provide technical support and create high-quality suitability reports for financial advisers.
- Company: Join a growing independent financial planning practice focused on client relationships.
- Benefits: Competitive salary, bonus scheme, hybrid working, and ongoing professional development.
- Other info: Supportive culture with opportunities for career growth and professional qualifications.
- Why this job: Make a real impact in a collaborative team while developing your financial planning expertise.
- Qualifications: Experience as a Paraplanner with strong analytical and report-writing skills.
The predicted salary is between 40500 - 49500 £ per year.
- Paraplanner
- Hybrid Working
- Full-Time (37.5 Hours per Week)
- Join a Growing Independent Financial Planning Practice
Are you an experienced Paraplanner looking to join a professional, collaborative and client-focused financial planning firm?
We are an independent financial planning practice dedicated to building long-term relationships with our clients through exceptional service, trusted advice and a highly personal approach.
As our business continues to grow, we are seeking a skilled Paraplanner to provide high-quality technical support to our advisers and play a key role in delivering outstanding client outcomes.
This is an excellent opportunity for a technically strong Paraplanner who enjoys analysing complex cases, producing high-quality suitability reports and contributing to a team where quality of advice is the priority.
The Role
Working closely with Financial Advisers, you will provide technical expertise and research support throughout the financial planning process.
You will be responsible for analysing client circumstances, researching solutions and preparing clear, compliant suitability reports across a range of financial planning areas.
The successful candidate will become a valued member of a close-knit team that prides itself on professionalism, collaboration and delivering exceptional client experiences.
Key Responsibilities
- Prepare high-quality suitability reports across pensions, investments and protection.
- Conduct technical research and analysis to support client recommendations.
- Review and analyse existing client arrangements and provider information.
- Carry out product, platform and fund research using industry tools, including FE Analytics where appropriate.
- Support advisers in developing suitable financial planning strategies.
- Assist with complex technical queries and case preparation.
- Review and interpret information obtained through Letters of Authority (LOAs).
- Liaise with providers, platforms and third parties where required.
- Maintain accurate client records and workflows within Intelligent Office (i O).
- Keep up to date with industry, regulatory and technical developments.
Essential Experience & Skills
- Previous experience as a Paraplanner within an IFA, Financial Planning or Wealth Management practice.
- Strong technical knowledge of pensions, investments and protection.
- Experience producing suitability reports.
- Excellent analytical and research skills.
- Strong report-writing ability.
- Excellent attention to detail and accuracy.
- Ability to manage multiple cases and deadlines effectively.
- Strong written and verbal communication skills.
Desirable Experience & Qualifications
- Diploma in Financial Planning (or working towards Chartered status).
- Experience using Intelligent Office (i O).
- Experience using FE Analytics.
- Knowledge of cashflow modelling software.
- Experience supporting Financial Advisers within an independent financial planning environment.
- Personal Qualities
We are looking for someone who
- Enjoys solving technical financial planning challenges.
- Takes pride in producing high-quality work.
- Is proactive, organised and dependable.
- Works collaboratively within a team environment.
- Builds strong relationships with colleagues and advisers.
- Shares our commitment to delivering outstanding client service.
- Contributes ideas and supports continuous improvement.
What's on Offer?
- Competitive Package
- Competitive salary dependent on experience
- Business Performance Bonus Scheme (currently providing the opportunity to earn approximately
- £3,000 per annum in addition to base salary)
- Hybrid working arrangement
- Ongoing professional development and technical training
- Support towards professional qualifications and Chartered status
- Opportunity to join a growing and ambitious independent financial planning practice
- Supportive and collaborative team culture
- Career Development
We believe that learning never stops.
Whether your ambition is to deepen your technical expertise, progress towards Chartered status or develop specialist knowledge in particular areas of financial planning, we are committed to supporting your professional growth and long-term career development.
Why Join Us?
We are a relationship-led business where teamwork, professionalism and client outcomes sit at the heart of everything we do.
Every member of the team has a genuine impact on the success of the business and the experience our clients receive.
If you're an experienced Paraplanner looking for a role where your technical expertise is valued, your development is supported and your contribution is recognised, we'd love to hear from you.
#J-18808-Ljbffr
Paraplanner in Uxbridge employer: Tekk Fusion
Join a dynamic and growing independent financial planning practice that prioritises professionalism, collaboration, and exceptional client service. As a Paraplanner, you will benefit from a competitive salary, hybrid working arrangements, and ongoing professional development opportunities, all within a supportive team culture that values your contributions and fosters your career growth. This is an ideal environment for those seeking meaningful work where their technical expertise is recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Uxbridge
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Tekk Fusion. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Tekk Fusion.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Tekk Fusion. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Uxbridge
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Tekk Fusion and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Tekk Fusion how you can be a team player!
How to prepare for a job interview at Tekk Fusion
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Tekk Fusion.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Tekk Fusion's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
