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For Companies At a Glance
- Tasks: Collaborate with financial advisers to create tailored financial solutions for clients.
- Company: Join a thriving firm that values collaboration and career growth.
- Benefits: Market-leading salary, hybrid work, and full support for further qualifications.
- Why this job: Be part of a supportive team making a real impact in financial planning.
- Qualifications: Experience in paraplanning or technical support, with strong investment knowledge.
- Other info: Exciting growth plans and a family-friendly work environment.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Paraplanner
Chesterfield | Hybrid
Market-Leading Salary + Excellent Benefits
A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Chesterfield office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments.
You’ll be joining a professional yet family-friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey.
Paraplanner – What’s on Offer:
- Market-leading salary, with top bracket for highly experienced or qualified Paraplanners.
- Hybrid working pattern for a better work–life balance.
- Full funding and support for study towards further qualifications.
- A supportive, energetic team environment where your contributions are genuinely valued.
Paraplanner role responsibilities:
This is a traditional paraplanning role working closely and in collaboration with financial advisers.
- Conducting research on products and providers to identify the best client solutions.
- Preparing clear and compliant suitability and financial planning reports.
- Supporting advisers with reviews, client requests, and day-to-day queries.
- Engaging in cashflow planning when required by adviser.
- Promoting best practice and ensuring all work complies with regulatory requirements.
- Working in collaboration with financial planning administrators and other Paraplanners in office.
Requirements for the Paraplanner role:
- Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment.
- Strong technical knowledge of investments and pensions with a client-focused mindset.
- Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike.
- Diploma qualified (or working towards) desirable, with study support available.
To apply or find out more about Paraplanner role:
Please send your CV to jenny @ tempestjones or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.
Paraplanner employer: Tempest Jones
Contact Detail:
Tempest Jones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of investments and pensions. Be ready to discuss how you can contribute to the team and support advisers effectively. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We love seeing applications come directly from motivated candidates who are eager to join our supportive team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your previous paraplanning or technical support experience, and don’t forget to mention any relevant qualifications or training you’re pursuing.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how you can contribute to the team. Be genuine and let your personality come through – we love a bit of character!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge of investments and pensions, make sure to include specific examples of your expertise in these areas. This will help us see how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Tempest Jones
✨Know Your Stuff
Make sure you brush up on your technical knowledge of investments and pensions. Familiarise yourself with the latest trends in financial planning, as well as the specific services offered by the firm. This will show that you're not just interested in the role but are also committed to providing the best solutions for clients.
✨Showcase Your Collaboration Skills
Since this role involves working closely with financial advisers and other paraplanners, be ready to discuss examples of how you've successfully collaborated in the past. Highlight your ability to build rapport and work as part of a team, as this is key to thriving in their supportive environment.
✨Prepare for Scenario Questions
Expect to face scenario-based questions during the interview. Think about how you would handle specific client situations or compliance issues. Practising these scenarios can help you articulate your thought process and demonstrate your problem-solving skills effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your genuine interest in the company and the role. Inquire about their growth plans, training opportunities, or how they promote best practices within the team. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
