Paraplanner

Nationwide Paraplanning Up to £30k Full time

We are looking for a motivated and enthusiastic experienced paraplanner to join our team. The ideal candidate would have two years experience in financial services and will have their Diploma in Regulated Financial Planning, although if you’re close to completing it, then feel free to get in touch too! A positive attitude and being unafraid of hard work are the other two essential qualities for a career at Para-Sols.

Vital Stats

  • Location: Nationwide
  • Company: Para-Sols
  • Department: Paraplanning
  • Salary: Up to £30k
  • Basis: Full time

About the Role

We are looking for a motivated and enthusiastic paraplanner, with at least two years experience, to join our team. The paraplanner will have built up a good level of knowledge, across a range of financial planning areas. The paraplanner will continue to develop on the types of advice covered, as well as developing knowledge and efficiency.

There are career progressions available to the paraplanner, including senior paraplanner roles, management and specialisms.

About You

Qualification requirements
  • Full Diploma in Regulated Financial Planning.
  • Demonstrate ongoing CPD.
Technical Expectations
  • Ability to paraplan on a wide range of plan and advice types.
  • Ability to undertake thorough research on funds and products on behalf of advisers, as well as more complex products, such as EIS and VCTs.
  • Comprehensive case management, plus support Graduate and Junior Paraplanners answering queries.
  • Case checking on peer cases, as well as those of trainees.
  • Ability to undertake cash flow analysis and scenario planning, and confidently calculate, and review, tax and allowance calculations.

Requirements of the role

  • Have a complete understanding of the paraplanner role, and how it fits in the modern financial planning office.
  • Ability to analyse a case, reviewing and understanding the exact requirements, and identifying any gaps in the information provided.
  • Build relationships with advisers, getting to know their preferences and styles.
  • Pre-empting any issues, either with own cases, or case management within hubs, and supporting wherever possible, to hit the company quality and turnaround goals.
  • An understanding of financial plans in relation to suitability reports.

About Us

Para-Sols is an outsourced Paraplanning company which carry out research, analysis and report writing on behalf of a large number of financial advisers. We are a young and fun team who are part of a modern and ambitious company. The company is constantly growing and we want to find a motivated person who will fit in with our thriving business and embrace our passion for change and driving the business forward!

We approach financial services with a fun and positive outlook, and offer a range of benefits to permanent employees to ensure our staff feel welcome. We reward loyalty and offer enhanced benefits to those, but as standard these include…

Standard benefits
  • 26 days holiday (including days off at Christmas) PLUS bank holidays AND your birthday off (if it falls on a weekday)
  • Personalised salary structure to reflect your own effort and contribution
  • Death in Service cover
  • Personal Development budget (for exams, training, anything to help you excel!)
  • Company Pension Scheme
What makes us different benefits
  • Casual dress code
  • Health & Wellbeing programme, including hoodie, drinks bottle and fitness tracker
  • Office snacks and refreshments
  • Openplan ‘living office’ environment – including rocking (or sometimes dubious) playlists, beer/wine fridge, breakout lounge and breakfast club
  • 2 official annual company parties, plus adhoc team nights out.
  • Office dogs – we’re not a place for people scared of dogs!
  • Did we mention there’s no lock on the beer/wine fridge?!

How to Apply

Quite simply, get in touch. It’s as easy as that (the button to do so is below).

A little insider tip for you… Applications and/or CV’s without cover letters get immediate red pen treatment. As wonderful and extensive as your CV may be, what we really want to know is why you’re ‘the one’ for us – so don’t be shy, cut to the chase and sell yourself like you’ve never sold yourself before – it will go in your favour! Lastly, you have permission to be as creative as you wish, so break the mould and make yourself stand out. That’s what makes us smile.

Apply Now

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