At a Glance
- Tasks: Provide technical support and prepare high-quality financial reports for advisers.
- Company: Voyage Financial Planning, a growing independent practice in Romsey.
- Benefits: Competitive salary, generous leave, pension contributions, and funded qualifications.
- Other info: Opportunities for career progression and professional development in a supportive environment.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning, strong analytical skills, and Level 4 Diploma preferred.
The predicted salary is between 40500 - 49500 £ per year.
Voyage Financial Planning is a growing independent Financial Planning and Mortgage practice based in Romsey, Hampshire. We are committed to delivering high-quality, personal financial advice and exceptional client service, supported by a collaborative and professional team. As our Financial Planning business continues to grow, we are looking for an experienced Paraplanner to join the firm and become a key part of our wealth team. This is an excellent opportunity for someone who enjoys the technical side of financial planning, wants to work closely with advisers and support staff, and is looking to build a long-term career within an ambitious and growing practice.
Role Purpose
The Paraplanner will provide high-quality technical and research support to our Financial Advisers, taking ownership of suitability reports, research and case preparation. You will work closely with the advisers, Financial Planning Processor and wider administration team to ensure recommendations are well researched, clearly documented and progressed efficiently. The role will initially involve working alongside our existing Paraplanner, allowing for a smooth transition of casework, processes and technical knowledge.
Key Responsibilities
- Prepare clear, accurate and high-quality suitability reports.
- Undertake detailed research across pensions, investments, protection and retirement planning.
- Analyse existing client arrangements and provider information.
- Prepare financial planning recommendations for adviser review.
- Support pension consolidation, investment, drawdown and retirement planning cases.
- Produce cashflow modelling reports using Finn Calc.
- Work closely with Financial Advisers to understand client objectives and proposed recommendations.
- Liaise with the Financial Planning Processor and administration team to ensure cases progress smoothly.
- Review information received through Letters of Authority and identify any further information required.
- Maintain accurate client records and case notes.
- Ensure all work meets internal compliance and regulatory standards.
- Support annual review work where technical input is required.
- Manage and prioritise your own report pipeline.
- Help identify opportunities to improve paraplanning processes and turnaround times.
- Contribute to the continued development of the Financial Planning department.
Experience & Qualifications
- Ideally a Minimum 12 months paraplanning experience.
- Experience preparing suitability reports.
- Good working knowledge of pensions and investments.
- Strong research and analytical skills.
- Excellent written communication.
- Strong attention to detail.
- Ability to manage multiple cases and deadlines.
- Comfortable working closely with advisers and administration teams.
- Commitment to delivering excellent client outcomes.
- Level 4 Diploma in Financial Planning, or working towards completion.
- Experience with cashflow modelling.
- Experience with pension drawdown and retirement planning.
What We Are Looking For
- Someone who enjoys technical financial planning.
- Takes pride in producing high-quality work.
- Is organised, reliable and proactive.
- Can manage their own workload confidently.
- Communicates well with advisers and colleagues.
- Enjoys working as part of an office-based team.
- Wants to continue developing their technical knowledge.
- Is looking for a long-term career rather than simply their next role.
Salary & Benefits
- £35,000 basic salary, depending on experience.
- 5% employer pension contribution.
- 5 weeks annual leave plus Bank Holidays.
- Annual salary review.
- Funded professional qualifications and ongoing CPD.
- Modern office environment and systems.
- Full administrative and processing support.
- Quarterly team social events.
- Career progression as the business continues to grow.
Career Development
As Voyage Financial Planning continues to expand, there will be opportunities to develop into areas such as: Senior Paraplanner, Technical leadership, Mentoring junior paraplanners and administrators, Supporting adviser development, Broader technical or compliance responsibilities where appropriate.
We are looking for someone who wants to become an important long-term member of the Voyage Financial Planning team and contribute to the continued growth and development of our Financial Planning proposition. If you are a trainee or experienced Paraplanner looking for a supportive, office-based role where you can make a genuine impact within a growing independent firm, we would love to hear from you.
Paraplanner in Slough employer: Voyage Financial Planning
Voyage Financial Planning is an excellent employer that prioritises high-quality financial advice and exceptional client service within a collaborative and professional team environment. Located in Romsey, Hampshire, the firm offers a supportive atmosphere for Paraplanners, with opportunities for career progression, ongoing professional development, and a modern office setting. Employees enjoy competitive benefits, including a generous pension contribution, annual leave, and regular team social events, making it an ideal place for those seeking a meaningful and rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Slough
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Voyage Financial Planning. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Voyage Financial Planning.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Voyage Financial Planning. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Slough
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Voyage Financial Planning and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Voyage Financial Planning how you can be a team player!
How to prepare for a job interview at Voyage Financial Planning
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Voyage Financial Planning.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Voyage Financial Planning's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
