Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 5 days ago

Experienced Paraplanner

International Recruiters - Connecting Financial Specialists Limited128 open roles

Pay
£50,000 a year
Where
Lytham St Annes, Lytham Saint Annes, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowExperienced ParaplannerInternational Recruiters - Connecting Financial Specialists Limited · Lytham St Annes, Lytham Saint Annes, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on International Recruiters - Connecting Financial Specialists Limited's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Experienced Paraplanner | Hybrid | Up to £50,000 | Financial Planning

Location: Lytham St Annes (Hybrid)

Our client, a well-established and highly respected independent financial planning firm, is looking to appoint an experienced Paraplanner to join its growing technical team.

This is an excellent opportunity for an experienced paraplanner who enjoys producing high-quality financial planning reports, undertaking technical research, and working closely with Financial Planners to deliver exceptional client outcomes.

Joining a collaborative and supportive team, you'll play a key role in delivering bespoke financial planning solutions for a diverse portfolio of personal and business clients while continuing to develop your technical expertise.

The Opportunity

As an integral member of the financial planning team, you'll provide comprehensive technical support to advisers throughout the advice process, ensuring recommendations are accurate, compliant and tailored to each client's individual objectives.

Your responsibilities will include:

  • Conducting technical research across pensions, investments, retirement planning and tax-efficient solutions
  • Preparing detailed suitability reports and financial planning recommendations
  • Supporting Financial Planners with complex client cases
  • Analysing existing financial arrangements and identifying suitable planning opportunities
  • Maintaining accurate client records and compliance documentation
  • Ensuring recommendations meet FCA and regulatory standards
  • Keeping up to date with legislative, regulatory and industry developments
  • Working collaboratively with Financial Planners and Client Support teams to deliver an outstanding client experience

About You

The successful candidate will have:

  • A minimum of two years' experience in a Paraplanning or Technical Financial Planning role
  • Level 4 Diploma in Regulated Financial Planning (or equivalent), or be actively working towards completion
  • Strong technical knowledge of pensions, investments, retirement planning and taxation
  • Experience writing high-quality suitability reports
  • Excellent analytical and research skills
  • Outstanding attention to detail and organisational ability
  • Strong written and verbal communication skills
  • A proactive approach with the ability to manage multiple priorities
  • Experience within an Independent Financial Adviser (IFA) or Wealth Management environment

What's on Offer

  • Competitive salary of up to £50,000, depending on experience
  • Hybrid working for greater work-life balance
  • Supportive and collaborative working environment
  • Ongoing professional development and career progression
  • Opportunity to work with experienced Financial Planners on complex client cases
  • Comprehensive employee benefits package
  • Long-term career opportunities within a growing financial planning business

Why Apply?

This is an outstanding opportunity for an ambitious paraplanner looking to further develop their technical career within a highly professional and supportive financial planning environment.

If you're passionate about technical financial planning, enjoy producing high-quality advice documentation, and want to be part of a business that genuinely values its technical professionals, we'd love to hear from you.

For a confidential discussion or to apply, please contact International Recruiters Connecting Financial Specialists (IRCFS). Our client has appointed us to manage this recruitment process, and all applications and enquiries will be treated with the strictest confidence.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against International Recruiters - Connecting Financial Specialists Limited's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on International Recruiters - Connecting Financial Specialists Limited's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    International Recruiters - Connecting Financial Specialists Limited's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.