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For Companies At a Glance
- Tasks: Collaborate with financial advisers to create tailored financial solutions for clients.
- Company: Thriving financial planning firm with a family-friendly culture.
- Benefits: Market-leading salary, hybrid work, and full study support for qualifications.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- Qualifications: Experience in paraplanning or technical support, with strong investment knowledge.
- Other info: Exciting growth plans and excellent career development opportunities await you.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Paraplanner
Sheffield | Hybrid to offer better work life balance
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 Sheffield 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 etc.
- 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 or networking event, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for the latest job openings and apply directly. We value candidates who take the initiative, and applying through us can give you a better chance to stand out!
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!
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 our team. Keep it professional but let your personality show through.
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 keep everything organised!
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 and regulations in financial planning, as this will show that you're not just a candidate but a knowledgeable professional ready to contribute.
✨Showcase Your Collaboration Skills
Since the role involves working closely with financial advisers and other paraplanners, be prepared 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 in a family-friendly environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and how you handle client requests or reviews. Think of specific scenarios where you’ve had to conduct research or prepare reports, and be ready to explain your thought process and the outcomes.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company’s growth plans or their approach to training and development. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals.
