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For Companies At a Glance
- Tasks: Join client meetings, draft recommendations, and conduct financial analysis.
- Company: A growing financial planning firm in Liverpool offering a dynamic work environment.
- Benefits: Enjoy hybrid working, 25 days holiday, and a pension plan with Royal London.
- Other info: Perfect for ambitious individuals seeking a meaningful career in finance.
- Why this job: Gain hands-on experience in financial planning with clear career progression opportunities.
- Qualifications: 1 year of paraplanning experience and a commitment to achieving Chartered or CFP status.
The predicted salary is between 28000 - 36000 £ per year.
Junior Paraplanner – Liverpool (Hybrid) – GBP35,000 to GBP40,000
Are you a motivated and detail-oriented Junior Paraplanner based in Liverpool? A fantastic opportunity has arisen to join a growing financial planning firm in a hybrid role, offering flexibility to work from both the office and home.
We\’re looking for a dedicated Junior Paraplanner who is passionate about delivering exceptional client service and is keen to be directly involved in the planning process. You\’ll be an integral part of the team, working closely with lead advisers and clients from day one.
The Role: Client-Facing Paraplanner
As a Junior Paraplanner, you\’ll be a key part of an agile client team. You\’ll gain exposure to high-level discussions and strategic decisions, with a clear path to developing into a Senior Paraplanner or Financial Planner. Your key responsibilities will include:
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Joining client meetings from Discovery to Plan Presentation.
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Building visually clear and compelling cashflow models.
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Drafting planning recommendations and collaborating on client-facing suitability reports.
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Conducting technical analysis and research across pensions, investments, protection, and tax wrappers.
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Liaising with the wider team to drive planning cases forward.
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Maintaining a clean audit trail and ensuring all documentation is accurate.
Requirements
The ideal candidate for this Junior Paraplanner role will have:
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At least 1 year of paraplanning experience in a regulated firm.
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A Level 4 qualification is desirable, and a commitment to working toward Chartered or CFP status is essential.
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The ability to translate complex financial information into plain English.
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A keen eye for detail and a pride in \”getting it right.\”
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Excellent communication skills and a comfort with being client-facing.
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A proactive, autonomous, and professional approach to your work.
What We Offer
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Salary: GBP35,000 per annum
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Working Hours: 9:30 am – 5:00 pm.
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Holidays: 25 days annual leave plus bank holidays.
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Pension: Pension with Royal London.
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Career Development: Ongoing CPD and mentorship toward Chartered or advisory roles.
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Location: Hybrid working with a base in Liverpool.
If you are an ambitious Junior Paraplanner ready for a meaningful career in the Liverpool area, apply today!
Paraplanner, Junior Paraplanner, Paraplanning, Financial Planning, Financial Services, Wealth Management, IFA, Liverpool
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Junior Paraplanner - Liverpool (Hybrid) employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner - Liverpool (Hybrid)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or financial advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and tools used in paraplanning. Being knowledgeable about current trends and software can set you apart during interviews and show your commitment to the profession.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully communicated complex financial information in previous roles. This will demonstrate your ability to translate technical jargon into plain English, which is crucial for a Junior Paraplanner.
✨Tip Number 4
Showcase your attention to detail by being meticulous in your preparation for any interviews. Bring along examples of your work, such as cashflow models or suitability reports, to illustrate your skills and experience directly related to the job.
We think you need these skills to ace Junior Paraplanner - Liverpool (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant paraplanning experience and qualifications. Emphasise your ability to translate complex financial information into plain English, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and client service. Mention specific experiences that demonstrate your attention to detail and proactive approach.
Highlight Relevant Skills: In your application, focus on skills such as technical analysis, cashflow modelling, and communication. These are key aspects of the Junior Paraplanner role and should be clearly articulated.
Show Commitment to Development: Express your commitment to professional development, such as working towards Chartered or CFP status. This shows your ambition and dedication to the field, which is appealing to potential employers.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for the financial planning industry during the interview. Discuss any relevant experiences or projects that highlight your commitment to delivering exceptional client service and your eagerness to be involved in the planning process.
✨Demonstrate Your Technical Knowledge
Be prepared to discuss your understanding of key financial concepts, such as pensions, investments, and tax wrappers. You might be asked to explain complex information in simple terms, so practice translating technical jargon into plain English.
✨Highlight Your Attention to Detail
Since the role requires a keen eye for detail, share examples from your past work where your attention to detail made a significant impact. This could include maintaining accurate documentation or ensuring compliance with regulations.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, opportunities for career development, or how they support ongoing professional qualifications like Chartered or CFP status.