At a Glance
- Tasks: Prepare detailed financial plans and support advisers with tailored recommendations.
- Company: Reputable Independent Financial Advice firm known for personalised service.
- Benefits: 25 days' leave, birthday off, 9-day working fortnight, and private medical insurance.
- Other info: Great career growth opportunities and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: 3 years' paraplanning experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 30000 - 40000 £ per year.
Location: North West
Salary: Competitive (Dependent on Experience)
Benefits:
- 25 days' annual leave plus bank holidays
- Birthday leave
- Paid Christmas shutdown leave
- 9-day working fortnight (paid day off every other week)
- 5% employer pension contribution via salary sacrifice
- Employer National Insurance savings rebated into pension plan
- Death in Service cover (10x basic salary)
- Private Medical Insurance
- Healthcare Cash Plan Scheme
- Employee discounts and salary sacrifice benefits programme
- Staff discount card with partner offers
- Financial support and study leave for professional qualifications
- Referral bonus scheme
- Discretionary performance bonus scheme
About the Company
Our client is a well-established Independent Financial Advice firm with a strong reputation for delivering high-quality, personalised financial planning solutions. The business specialises in pensions, investments, inheritance tax planning and wealth management, helping clients achieve their long-term financial objectives through tailored advice and exceptional service. The firm is committed to maintaining the highest professional standards and ensuring all advice is delivered in line with FCA regulations and Consumer Duty principles.
Key Responsibilities:
- Prepare detailed and accurate suitability reports, financial plans and recommendations tailored to client objectives.
- Conduct comprehensive research and analysis to support financial planning recommendations.
- Provide technical support to Financial Advisers across pensions, investments, protection, trusts, bonds and inheritance tax planning.
- Ensure all advice and documentation comply with FCA regulations and Consumer Duty requirements.
- Maintain accurate and up-to-date client records and files.
- Liaise closely with Advisers to understand client needs and ensure timely completion of reports.
- Support the delivery of excellent client outcomes through effective collaboration with colleagues.
- Keep abreast of regulatory developments and industry best practices.
What We're Looking For:
- Minimum of 3 years' paraplanning experience within a UK Independent Financial Advice firm.
- Experience working across a broad range of financial products and wrappers, including pensions, protection, bonds and trusts.
- Level 4 Diploma in Regulated Financial Planning (or equivalent) completed or nearing completion, supported by relevant industry experience.
- Strong understanding of FCA regulations and Consumer Duty principles.
- Excellent report-writing, analytical and research skills.
- Exceptional attention to detail and commitment to producing high-quality work.
- Strong organisational skills with the ability to manage multiple priorities and deadlines.
- Proficiency in financial planning software and Microsoft Office applications.
- Professional communication skills with the ability to explain technical concepts clearly.
Desirable Skills:
- Experience with complex inheritance tax planning solutions.
- Knowledge of AIM portfolios and Business Relief (BR) arrangements.
- Experience supporting high-net-worth and complex client cases.
- Ability to work independently while contributing effectively as part of a wider team.
- Proactive and client-focused approach with strong problem-solving abilities.
Paraplanner in Liverpool employer: TEMPLEGATE RECRUITMENT
As a Paraplanner at our esteemed Independent Financial Advice firm in the North West, you will thrive in a supportive and dynamic work culture that prioritises professional growth and employee well-being. With competitive benefits including a 9-day working fortnight, generous annual leave, and comprehensive health plans, we are dedicated to fostering an environment where your contributions are valued and rewarded. Join us to be part of a team that is committed to delivering exceptional financial solutions while enjoying unique perks and opportunities for career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TEMPLEGATE RECRUITMENT. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TEMPLEGATE RECRUITMENT.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TEMPLEGATE RECRUITMENT's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TEMPLEGATE RECRUITMENT.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TEMPLEGATE RECRUITMENT will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TEMPLEGATE RECRUITMENT employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
