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- Tasks: Support Financial Advisors by preparing valuations, quotations, and providing administrative support.
- Company: Join a dynamic team at Jump Recruitment, dedicated to helping clients achieve their financial goals.
- 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: Diploma in Regulated Financial Planning and strong communication skills required.
- Other info: Ideal for recent graduates or those seeking a new challenge in financial planning.
The predicted salary is between 36000 - 60000 £ per year.
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
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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 and the company.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully managed complex cases or provided exceptional client support. This will showcase your skills and make you stand out as a candidate.
✨Tip Number 4
Since this is a hybrid role, be ready to discuss how you manage your time and productivity while working from home. Highlight any tools or strategies you use to stay organised and efficient in a remote setting.
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 as a Paraplanner or in financial planning. Emphasise your skills in preparing valuations, quotations, and administrative support, as these are key aspects of the role.
Showcase Communication Skills: Since excellent communication is crucial for this position, include examples of how you've effectively dealt with clients face to face and over the phone. This will demonstrate your ability to handle complex cases.
Attention to Detail: Given the importance of accuracy in creating reports, consider including specific instances where your attention to detail has positively impacted your work. This could be in the form of error-free documentation or successful project completions.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the role but also outlines why you are a great fit. Mention your Diploma in Regulated Financial Planning and your readiness to support Financial Advisors effectively.
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. 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 experience where your meticulousness made a difference. This will help illustrate your capability to handle complex cases.
✨Familiarise Yourself with Hybrid Work
Understand the dynamics of hybrid working, as this role involves both office and remote work. Be prepared to discuss how you manage your time and productivity in a hybrid environment.
