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For Companies At a Glance
- Tasks: Support advisers by producing tailored reports and conducting in-depth financial research.
- Company: Join a forward-thinking team that values collaboration and personal growth.
- Benefits: Remote work, ongoing training, and opportunities for professional development.
- Other info: Be part of a supportive culture that celebrates success and encourages learning.
- Why this job: Make a real impact on client outcomes while developing your financial expertise.
- Qualifications: Strong knowledge of financial planning and attention to detail required.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We’re looking for a detail-driven, technically strong Paraplanner to join a collaborative and forward-thinking team. This is a brilliant opportunity for someone who enjoys turning complex financial information into clear, client-focused advice and wants to play a key role in delivering high-quality outcomes.
The Role
You’ll work closely with advisers, supporting the end-to-end advice process by producing high-quality reports, conducting in-depth research, and ensuring all recommendations meet regulatory standards. Your work will directly impact client outcomes, helping advisers deliver advice that is not only compliant, but genuinely valuable.
What You’ll Be Doing
- Client Advice & Reporting
- Draft clear, tailored Suitability Reports aligned to individual client needs
- Prepare Annual Review reports to support ongoing client relationships
- Ensure all documentation is accurate, compliant, and easy to understand
- Research & Analysis
- Conduct detailed research across pensions, investments, protection, and tax-efficient solutions
- Analyse client portfolios for performance, risk, and alignment with objectives
- Provide data-driven insights to support adviser recommendations
- Technical & Financial Planning Support
- Build financial plans using cashflow modelling tools
- Support technical calculations (e.g. CGT, IHT, investment risk profiling)
- Break down tax implications and help identify the most appropriate client solutions
- Compliance & Governance
- Ensure all reports meet FCA requirements and internal standards
- Maintain accurate records of the advice process and client data
- Work closely with compliance to resolve issues and refine documentation
- Stay up to date with regulatory and legislative changes
- Systems & Process
- Keep client records and back-office systems fully up to date
- Use financial planning software effectively to support delivery and compliance
- Contribute to improving templates and processes
- Personal Development
- Ongoing CPD and development support
- Regular training sessions and compliance updates
- A culture of feedback, learning, and continuous improvement
- Opportunities to shape your own progression
What We’re Looking For
- Strong technical knowledge across financial planning products and tax
- Experience in paraplanning or a similar technical role
- A high level of attention to detail and organisation
- Confident communicator - able to translate technical information clearly
- Proactive mindset with a “leave it better than you found it” approach
- A genuine team player who values collaboration and accountability
Our Culture
We believe great work comes from great people who feel supported, respected, and valued. We take ownership and are open when things don’t go to plan. We learn constantly and share knowledge. We respect different perspectives and champion inclusion. We celebrate success and recognise contributions.
Why Join Us?
You’ll be part of a team that genuinely cares about delivering high-quality advice and building long-term client relationships - while giving you the space to grow, contribute, and make an impact. If this sounds like your kind of role, we’d love to hear from you.
Paraplanner in Newport employer: Truly Independent Ltd
Contact Detail:
Truly Independent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products, tax implications, and compliance standards. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you get the chance to chat with potential employers, make sure to highlight how your skills align with their needs. Show them you’re the perfect fit for their team and culture.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us!
We think you need these skills to ace Paraplanner in Newport
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your technical knowledge and experience in paraplanning, showing how you can turn complex financial info into clear advice.
Showcase Your Attention to Detail: Since this role requires a high level of accuracy, emphasise your organisational skills and attention to detail in your application. Mention specific examples where you've ensured compliance and produced high-quality reports.
Communicate Clearly: As a Paraplanner, you'll need to translate technical information clearly. Use straightforward language in your application to demonstrate your communication skills and ability to make complex topics easy to understand.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to join our collaborative team!
How to prepare for a job interview at Truly Independent Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge about financial planning products and tax. Be ready to discuss how you've applied this knowledge in previous roles, especially in paraplanning or similar positions.
✨Tailor Your Responses
When answering questions, relate your experiences to the specific responsibilities mentioned in the job description. For instance, talk about how you've drafted Suitability Reports or conducted detailed research that aligns with client needs.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to give examples of how you've ensured compliance and maintained accurate records in past roles. Highlight any systems or processes you've improved to enhance efficiency.
✨Emphasise Teamwork and Communication
This position values collaboration, so share examples of how you've worked effectively within a team. Discuss how you’ve communicated complex information clearly to clients or colleagues, showcasing your ability to translate technical jargon into understandable advice.