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For Companies At a Glance
- Tasks: Support Financial Advisors by preparing valuations, quotations, and providing administrative assistance.
- Company: Join a dynamic team focused on delivering exceptional financial services to clients.
- Benefits: Enjoy a hybrid work model with 3 days in the office and 2 days remote.
- Why this job: Perfect for those looking to grow in a supportive environment while making a real impact.
- Qualifications: Must have a Diploma in Regulated Financial Planning and strong client communication skills.
- Other info: Opportunity to work closely with experienced professionals in a collaborative setting.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Are you a Paraplanner looking for your next challenge or maybe you have just gained your Diploma in Regulated Financial Planning and want to step up into a Paraplanner role?
This role will be supporting 3 Financial Advisors and will involve preparing valuations, quotations, systems updating and providing all aspects of administrative support to provide the smooth running of services given to clients and advisers.
You will have solid experience of dealing with clients both face to face and on the telephone, so you will need excellent communication skills. You will be confident in dealing with complex cases and be comfortable in creating accurate and professional reports so attention to detail is paramount.
This is a hybrid role with 3 days working in the office in offices in Tunbridge Wells and 2 working from home. To apply, please send your CV to Roger at Jump Recruitment
Paraplanner - Certified - Hybrid employer: Jump IT Recruitment Solutions Ltd
Contact Detail:
Jump IT Recruitment Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Certified - Hybrid
✨Tip Number 1
Familiarise yourself with the specific financial products and services that the company offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of StudySmarter or similar companies. They can provide valuable insights into the company culture and expectations, which can give you an edge during the interview process.
✨Tip Number 3
Prepare to discuss your experience with client interactions in detail. Be ready to share specific examples of how you've handled complex cases and maintained strong communication, as this is crucial for the Paraplanner role.
✨Tip Number 4
Since this is a hybrid role, be prepared to discuss your strategies for managing time and productivity while working from home. Highlight any tools or methods you use to stay organised and efficient.
We think you need these skills to ace Paraplanner - Certified - Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your communication skills and any experience dealing with clients, as these are crucial for the role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your Diploma in Regulated Financial Planning and how it prepares you for this role. Highlight your attention to detail and ability to handle complex cases.
Showcase Relevant Skills: In your application, clearly outline your skills related to preparing valuations, quotations, and administrative support. Use specific examples from your past experiences to demonstrate your capabilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is key in this profession.
How to prepare for a job interview at Jump IT Recruitment Solutions Ltd
✨Showcase Your Communication Skills
As a Paraplanner, you'll be dealing with clients and advisors regularly. Make sure to demonstrate your excellent communication skills during the interview by articulating your thoughts clearly and confidently.
✨Prepare for Technical Questions
Expect questions related to financial planning and paraplanning processes. Brush up on your knowledge of valuations, quotations, and report writing to show that you're well-prepared for the role.
✨Highlight Attention to Detail
Since attention to detail is crucial in this role, be ready to discuss examples from your past experiences where your meticulousness made a difference. This will help you stand out as a candidate who takes pride in their work.
✨Familiarise Yourself with Hybrid Work Dynamics
Given that this is a hybrid role, be prepared to discuss how you manage your time and productivity when working from home. Share any strategies you've used to stay organised and effective in a remote setting.
