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- Tasks: Conduct research and analysis to support financial advisers with tailored recommendations.
- Company: Join a leading wealth management firm known for its independent advice and strong values.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in financial planning while developing your skills in a dynamic setting.
- Qualifications: Level 4 diploma or equivalent experience, with strong report writing and analytical skills.
- Other info: Opportunity for career growth in a collaborative and innovative workplace.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a Paraplanner for one of the UK’s leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem‑solving, producing high‑quality technical work, and supporting advisers with complex financial planning, this role offers an excellent opportunity.
You’ll work closely with other paraplanners, Financial Planning Consultants and a supportive administrative team, delivering research, analysis, recommendations, and clear, compliant reports.
Duties and responsibilities- Conduct detailed research and analysis of products and providers for new clients, producing clear and comprehensive suitability reports.
- Regularly review available products and proactively source new product information to ensure recommendations remain fully aligned with client needs.
- Carry out ongoing investment fund research to monitor performance against expectations and ensure all recommended funds match clients’ risk profiles and investment principles.
- Review new contracts and provider term changes, preparing informed product recommendations for Financial Advisers.
- Maintain accurate, well‑organised research records and ensure all supporting documentation is properly filed.
- Support the smooth running of back‑office procedures, contributing to efficient internal operations.
- Provide administrative and compliance support to Financial Advisers, ensuring all new business documentation is complete and accurate.
- Deliver annual client reviews, including research, analysis, and tailored recommendations where appropriate.
- Level 4 diploma – or working towards / QBE.
- 2+ years of paraplanning experience with strong report writing skills.
- Understanding of investments, pensions, protection, investments and trusts from a wealth management background.
- Good working knowledge of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirable.
- Excellent attention to detail and interpersonal skills.
- Highly organised, self-motivated and able to manage own workload effectively.
Paraplanner in Enderby employer: Vanilla Recruitment
Contact Detail:
Vanilla Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Enderby
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already working as paraplanners. They can provide insider info about job openings and even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss recent trends in investments, pensions, and trusts confidently. We want you to impress with your expertise and problem-solving skills!
✨Tip Number 3
Showcase your report writing skills! Bring samples of your previous work to interviews or create a mock suitability report. This will demonstrate your ability to produce high-quality technical work that aligns with what the firm is looking for.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner in Enderby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, report writing skills, and any relevant qualifications. We want to see how you fit into our team!
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 background aligns with our values. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves detailed research and analysis, make sure to mention your familiarity with research tools and cashflow modelling. We’re keen on seeing how you can contribute to our high-quality technical work.
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 don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Vanilla Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and trusts. Familiarise yourself with the latest products and providers in the market. This will not only help you answer technical questions but also show that you're proactive and genuinely interested in the role.
✨Showcase Your Report Writing Skills
Since strong report writing is crucial for a Paraplanner, prepare to discuss your previous work. Bring examples of suitability reports you've created, and be ready to explain your thought process behind them. This will demonstrate your ability to produce high-quality technical work.
✨Be Organised
Highlight your organisational skills during the interview. Discuss how you maintain accurate research records and manage your workload effectively. You might even want to share a specific example of how your organisation has led to successful outcomes in past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and how they support their paraplanners. This shows that you’re not just interested in the job, but also in the company’s values and commitment to developing its people.
