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For Companies At a Glance
- Tasks: Conduct research, write reports, ensure compliance, and manage client files.
- Company: Join a dynamic outsourced paraplanning business in the wealth management sector.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for growth.
- Why this job: Be part of a supportive culture with potential to lead a team in the future.
- Qualifications: 3+ years as a Paraplanner with strong financial planning knowledge.
- Other info: Evening appointments available for job seekers; equal opportunity employer.
The predicted salary is between 32000 - 44000 £ per year.
Job Description
Paraplanner
Sutton Coldfield- Hybrid
BCR/AK/31848
£37,000-42,000
Bell Cornwall Recruitment's client is an outsourced paraplanning business, who provide paraplanning services to clients in the wealth management industry. Their clients range from sole trading IFAs to larger IFA Practices who either use their parapanning services exclusively or on occasion rely on their support for excess work during busy periods. They are looking for an experienced Paraplanner, who can grow with the business, perhaps leading a team in the next few years.
The Role:
- Research and Analysis:
Conducting thorough research on financial products, investment options, and relevant legislation to inform the financial plan.
- Report Writing:
Prepare detailed financial reports, including recommendations and justifications, that the financial advisor can use when meeting with clients.
- Compliance:
Ensure that all financial plans and recommendations adhere to relevant regulations and compliance requirements.
- Client File Management:
Organising and maintaining client files, ensuring all necessary information is readily available.
- Technical Support:
Provide technical support on specific areas like tax, pensions, or other financial products.
- Business Development
Utilise personal networks, active professional networking and any other channels to generate business
The Ideal Paraplanner will have:
- At least 3 years experience as a Paraplanner
- Strong understanding and ideally qualifications in Financial Planning
- Excellent client service skills
- Experience with pensions highly desirable
- Willingness and the right skillset to grow with the business into a leadership position
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Paraplanner employer: Bell Cornwall Recruitment
Contact Detail:
Bell Cornwall Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network actively within the financial services industry. Attend local events, webinars, or workshops related to wealth management and paraplanning. This will not only help you meet potential employers but also keep you updated on industry trends.
✨Tip Number 2
Join professional associations or groups for paraplanners and financial advisors. Being part of these communities can provide valuable insights, job leads, and opportunities to connect with hiring managers directly.
✨Tip Number 3
Consider reaching out to current employees at the company you're interested in. Informational interviews can give you insider knowledge about the company culture and expectations, which can be beneficial during the interview process.
✨Tip Number 4
Stay updated on relevant legislation and financial products. Demonstrating your knowledge during interviews can set you apart from other candidates and show your commitment to the role of a Paraplanner.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as research and analysis, report writing, and compliance to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience as a Paraplanner, particularly any work related to financial planning and pensions. Use specific examples to demonstrate your skills and achievements in these areas.
Showcase Your Skills: Make sure to highlight your client service skills and any leadership potential you possess. Mention any relevant qualifications or training that align with the job requirements to strengthen your application.
Craft a Compelling Cover Letter: Write a tailored cover letter that explains why you are a great fit for the role. Discuss your passion for the wealth management industry and how you can contribute to the growth of the business.
How to prepare for a job interview at Bell Cornwall Recruitment
✨Showcase Your Research Skills
As a Paraplanner, your ability to conduct thorough research is crucial. Be prepared to discuss specific examples of how you've researched financial products or legislation in the past, and how that informed your recommendations.
✨Demonstrate Compliance Knowledge
Understanding compliance is key in this role. Familiarise yourself with relevant regulations and be ready to explain how you ensure adherence in your previous work. This will show your potential employer that you take compliance seriously.
✨Prepare for Technical Questions
Expect questions related to technical areas like pensions and tax. Brush up on these topics and be ready to provide insights or solutions to hypothetical scenarios that may arise during the interview.
✨Highlight Leadership Potential
Since the company is looking for someone who can grow into a leadership role, share any experiences where you've led a project or team. Discuss your vision for leadership and how you can contribute to the company's growth.
