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- Tasks: Focus on paraplanning tasks without client-side pressures.
- Company: Join a leading Financial Planning company with a supportive culture.
- Benefits: Enjoy remote work, flexible hours, and private medical insurance.
- Why this job: Great work/life balance with excellent training and growth opportunities.
- Qualifications: Experience in financial support roles; industry qualifications are a plus.
- Other info: 28 days holiday plus your birthday off and fun company events!
The predicted salary is between 24000 - 40000 £ per year.
Paraplanner – Full time, Permanent position, with flexible working hours! Hybrid or Remote role Salary up to £40,000pa (doe) TeamJobs is looking for experienced Paraplanners to join our fantastic client, a leading Financial Planning company. We are ideally looking for someone experienced in pension transfers and withdrawals. However for the right candidate, we would of course be happy to consider other paraplanning experience, as full training will be given. Paraplanners will love working here because this role takes away everything client side (selling, advising etc) meaning you can fully focus on your role with as much admin as possible also taken care of for you! The ideal candidate will bring: Experience of supporting Financial Advisors The ability to work to tight deadlines Ability to work well under pressure at times Ability to manage and prioritse your own workload Excellent communication skills, both verbal and written Confident relationship management at all levels Industry qualifications beneficial, but not essential Inheritance & Pensions experience desirable, not essentialCompany benefits include: Hybrid or remote working Flexible working hours, to fit around your lifestyle Private Medical Insurance Fun and informative company events! Excellent training, support and opportunities to grow 28 days holiday + Bank Holidays + day off for your Birthday Company pension Free on-site parking if needed Referral programme Sick payIf you are an experienced Paraplanner or qualified Financial Advisor looking to join a great company & enjoy a lovely work/ life balance we would love to hear from you! INDCP
Paraplanner - Remote employer: Team Jobs - Commercial
Contact Detail:
Team Jobs - Commercial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Remote
✨Tip Number 1
Make sure to highlight your experience in supporting Financial Advisors during the interview. This role is all about collaboration, so demonstrating your ability to work effectively with others will set you apart.
✨Tip Number 2
Prepare examples of how you've managed tight deadlines and worked under pressure in previous roles. The hiring team will appreciate your ability to handle challenging situations with ease.
✨Tip Number 3
Familiarize yourself with the latest trends in pensions and inheritance. Even if it's not essential, showing that you're knowledgeable about these areas can give you an edge over other candidates.
✨Tip Number 4
Emphasize your communication skills during discussions. Since this role involves relationship management at all levels, showcasing your verbal and written communication abilities will be crucial.
We think you need these skills to ace Paraplanner - Remote
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner. Highlight your experience in supporting Financial Advisors and any relevant skills that align with the job description.
Tailor Your CV: Customize your CV to emphasize your paraplanning experience, particularly in pension transfers and withdrawals. Include specific examples of how you've managed workloads and met deadlines in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're a great fit for this role. Mention your ability to work under pressure and your enthusiasm for the flexible working environment.
Highlight Relevant Qualifications: If you have any industry qualifications or experience in inheritance and pensions, make sure to mention them. Even if they are not essential, they can strengthen your application.
How to prepare for a job interview at Team Jobs - Commercial
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Paraplanner, especially any work related to pension transfers and withdrawals. Highlight specific examples of how you've supported Financial Advisors in the past.
✨Demonstrate Time Management Skills
Since the role requires managing tight deadlines and prioritizing workloads, be ready to share strategies you use to stay organized and efficient under pressure. This will show that you can handle the demands of the position.
✨Communicate Clearly
Excellent communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, both verbally and in writing. Consider preparing a few key points about your experience to ensure you convey your message effectively.
✨Express Enthusiasm for the Role
Let your passion for paraplanning shine through during the interview. Discuss what excites you about the opportunity to focus on the administrative side of financial planning and how you can contribute to the team's success.
