At a Glance
- Tasks: Support financial advisers and prepare client recommendations in a dynamic team.
- Company: Growing wealth management firm with a supportive culture.
- Benefits: Salary up to £55,000, hybrid working, and strong study support.
- Other info: Excellent long-term progression opportunities in a thriving business.
- Why this job: Join a collaborative team and develop your career in financial planning.
- Qualifications: Experience in wealth management and a passion for financial products.
The predicted salary is between 50000 - 55000 £ per year.
Location: Solihull
Salary: Up to £55,000 DOE
Working Pattern: 3 days office / 2 days WFH
I am currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.
The Role
- Supporting advisers across a range of financial planning cases
- Preparing suitability reports and client recommendations
- Conducting research across pensions, investments, and protection products
- Assisting with cashflow modelling and technical calculations
- Supporting client review processes and ongoing servicing work
- Liaising with providers and third parties where required
- Maintaining accurate client records and ensuring compliant file management
- Working closely with a collaborative technical support team
What They’re Looking For
- Experience within an IFA / wealth management environment
- Previous paraplanning, report writing, or technical administration experience
- Good understanding of pensions and investment products
- Strong organisational skills and attention to detail
- Comfortable managing workloads and deadlines effectively
- Level 4 Diploma qualified or currently working towards RO exams
What’s on Offer
- Salary up to £55,000 depending on experience
- Hybrid working arrangement (3 days office / 2 days WFH)
- Strong study support and progression opportunities
- Supportive and collaborative team environment
- Exposure to a wide variety of financial planning cases
- Long-term career development within a growing business
If this could be of interest, please apply or get in touch for a confidential discussion.
Paraplanner. Job in Shirley LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established wealth management firm in Solihull that prioritises employee growth and development. With a supportive team culture, hybrid working options, and strong study support, this is an excellent opportunity for both experienced Paraplanners and those looking to advance their careers in a dynamic environment. Enjoy exposure to diverse financial planning cases while contributing to a collaborative atmosphere that values your contributions.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Shirley LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in wealth management. 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. Make sure you can confidently discuss pensions, investments, and protection products. We want you to shine when it comes to showcasing your expertise!
✨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! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner. Job in Shirley LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant paraplanning or financial planning experience, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background makes you a great fit for the team. Be sure to mention your understanding of pensions and investment products.
Showcase Your Qualifications:If you have a Level 4 Diploma or are working towards your RO exams, make that clear! We love seeing candidates who are committed to their professional development, so don’t hold back on sharing your achievements.
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 with our supportive team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're serious about the role and understand the technical side of financial planning.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific financial planning scenarios. Think about past experiences or hypothetical situations where you can demonstrate your problem-solving skills and attention to detail.
✨Show Your Organisational Skills
Since the role requires managing workloads and deadlines, be ready to share examples of how you've successfully organised tasks in previous roles. This could include using tools or methods that help you stay on top of your work.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of cases you'll be working on, or the support available for further qualifications. This shows your interest in the role and helps you gauge if it's the right fit for you.
