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- Tasks: Support financial advisers by preparing client meeting packs and writing reports.
- Company: Established independent financial planning business with a client-first approach.
- Benefits: Competitive salary, generous holiday, private medical insurance, and professional development support.
- Other info: Collaborative environment focused on employee development and wellbeing.
- Why this job: Join a values-led company that invests in your growth and offers career progression.
- Qualifications: Level 4 qualified with 2 years' experience in paraplanning or report writing.
An established and growing independent financial planning business is looking to recruit an experienced Paraplanner to join their technical team based in Worcester. This is an excellent opportunity for someone who is Level 4 qualified, currently working towards Level 6/Chartered status, and has at least 2 years’ experience within a technical support, report writing or paraplanning role. The business has built a strong reputation through client referrals, high-quality advice and a genuine client-first approach. They offer a supportive and collaborative environment where employee development is encouraged and ongoing qualifications are fully supported.
Working closely with advisers and the team, you will support the delivery of high-quality financial planning solutions and outstanding client outcomes. Responsibilities will include:
- Preparing review packs for client meetings within agreed timescales
- Writing suitability reports and recommendation letters
- Preparing advice packs and application documentation
- Submitting requests for information to providers
- Conducting research using financial planning and provider tools
- Supporting cashflow planning activities
- Maintaining accurate client records and documentation
To be considered for the role, you will ideally have:
- A minimum of 2 years’ experience within paraplanning or report writing in financial services
- Level 4 Diploma qualification as a minimum
- Started or planning to start working towards Level 6 / Chartered status
- Strong understanding of investments, pensions, protection products and attitude to risk
- Knowledge of financial services regulations and compliance requirements
- Excellent written and verbal communication skills
- Strong attention to detail and organisational skills
- Ability to manage workloads and work effectively under pressure
- Experience using Microsoft Word, Excel and Outlook
- A positive and team-focused attitude with a strong work ethic
Salary circa £35,000 - £40,000 depending on experience, 25 days holiday plus bank holidays, matched pension contributions up to 4%, private medical insurance, critical illness cover, death in service benefit, full support with further qualifications and professional development, additional wellbeing and community-focused benefits.
This is a fantastic opportunity to join a growing and values-led business that genuinely invests in its people and offers long-term career progression.
Paraplanner in Worcester employer: Trinity Professional
Contact Detail:
Trinity Professional Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Worcester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working as paraplanners. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial products. We recommend practising common interview questions related to paraplanning and being ready to discuss your experience with report writing and client interactions.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or research you've conducted. This will demonstrate your expertise and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Paraplanner in Worcester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualification and any progress towards Level 6/Chartered status. We want to see your relevant experience, especially in report writing and technical support.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills align with our client-first approach. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, attention to detail is key. When submitting your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Trinity Professional
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and protection products. The interviewers will likely ask you about these areas, so being able to discuss them confidently will show that you're the right fit for the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully prepared review packs or written suitability reports. This will help demonstrate your hands-on experience and how it aligns with what they’re looking for.
✨Be Organised
Since the role requires strong organisational skills, consider bringing a portfolio of your work or a list of your achievements. This not only shows your attention to detail but also gives you a chance to discuss your accomplishments in a structured way.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client service and employee development. This shows that you’re genuinely interested in their values and how you can contribute to their success.