At a Glance
- Tasks: Support financial advisers and prepare client recommendations in a collaborative 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 dynamic team and develop your career in financial planning.
- Qualifications: Experience in wealth management and a good understanding of 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 / Trainee Paraplanner Position. 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, strong study support, and a hybrid working arrangement, this role offers an excellent opportunity for both experienced Paraplanners and those looking to start their career in financial planning. Enjoy exposure to diverse financial cases while working in a collaborative environment that values your contributions and fosters long-term career progression.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Trainee Paraplanner Position. Job in Shirley LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring examples of your work or case studies to interviews. This will help demonstrate your understanding of financial planning and your ability to support advisers effectively.
✨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.
We think you need these skills to ace Paraplanner / Trainee Paraplanner Position. Job in Shirley LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight any relevant experience in financial planning, report writing, or technical administration. We want to see how your skills match what we're looking for!
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 you can contribute to our supportive team. Keep it concise but engaging – we love a good story!
Showcase Your Qualifications:If you have a Level 4 Diploma or are working towards your RO exams, make sure to mention this in your application. We value ongoing education and want to see your commitment to professional growth!
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 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 be through project management tools or simply how you prioritise your daily tasks.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. This could be about the team dynamics, the types of cases you'll be working on, or the support for further qualifications. It shows you're genuinely interested in the role and the company.
