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- Tasks: Support Financial Advisers with high-quality paraplanning and mentor junior Paraplanners.
- Company: Join a dynamic financial planning firm known for innovation and growth.
- Benefits: Enjoy hybrid working, competitive salary, free parking, and career progression.
- Why this job: Elevate your career in a supportive environment while making a real impact.
- Qualifications: Experience as a Paraplanner with Level 4 Diploma; leadership skills are a plus.
- Other info: Contact Jenny at jenny@tempestjones.com for more details.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Paraplanner looking to take the next step in your career? We have an exciting opportunity for a Senior Paraplanner to join a dynamic and forward-thinking financial planning firm renowned for its innovative approach and successful growth strategy. This role is based in Tyne and Wear with hybrid working available.
Job Purpose: To provide high quality paraplanning support to a UK wide team of Financial Advisers while supporting and mentoring less experienced Paraplanners who work alongside you. You will play a crucial role in formulating financial plans and strategies, as well as producing high-quality reports.
What’s on offer:
- Competitive salary
- Hybrid working
- Free onsite parking
- Continuous professional development to chartered
- Career progression
Key Responsibilities:
- Conducting technical research and analysis to support Financial Advisers in meeting client needs and objectives.
- Preparing detailed cashflow modelling reports to assist clients with their retirement planning.
- Drafting suitability letters across a broad spectrum of advice types, financial products, investments, and pension solutions, ensuring timely issuance.
- Contributing to the continuous improvement of technical research, report writing processes, systems, and procedures to enhance efficiency within the technical team.
- Supporting the head of department with training, coaching, and mentoring of Paraplanners, including induction, ongoing training and support.
Requirements:
- Experience within the financial services industry, preferably in an Independent Financial Adviser environment, with a background as a Paraplanner.
- Leadership experience welcomed but not essential.
- Strong technical product knowledge in pensions and investments, coupled with robust interpersonal and analytical skills.
- Qualified to Level 4 Diploma status.
This is a fantastic opportunity to elevate your career in a supportive and progressive environment. If you are passionate about financial planning and eager to provide support and coaching to paraplanners earlier on in their journey, we would love to hear from you.
For more information apply via LinkedIn or contact Jenny at jenny@tempestjones.com
Senior Paraplanner employer: Tempest Jones Recruitment
Contact Detail:
Tempest Jones Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners or Financial Advisers. Attend industry events or webinars to make connections and learn more about the role and company culture.
✨Tip Number 2
Research the latest trends and developments in financial planning, particularly in pensions and investments. Being knowledgeable about current market conditions and regulatory changes will help you stand out during discussions.
✨Tip Number 3
Prepare to discuss your experience in mentoring or coaching others, even if it’s informal. Highlighting your ability to support less experienced Paraplanners will demonstrate your leadership potential and fit for the role.
✨Tip Number 4
Familiarise yourself with the specific tools and software used in paraplanning and financial analysis. Showing that you have practical knowledge of these systems can give you an edge over other candidates.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on relevant skills such as technical research, report writing, and mentoring. Use specific examples to demonstrate your achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to support and mentor less experienced Paraplanners. Mention how your background aligns with the company's innovative approach and growth strategy.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Level 4 Diploma status. If you have any additional certifications or training related to pensions and investments, be sure to include those as well.
Showcase Leadership Skills: If you have any leadership experience, even if it's informal, make sure to mention it. Discuss how you've supported or trained others in your previous roles, as this aligns with the responsibilities of the Senior Paraplanner position.
How to prepare for a job interview at Tempest Jones Recruitment
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, it's crucial to demonstrate your strong technical product knowledge in pensions and investments. Be prepared to discuss specific examples of how you've applied this knowledge in previous roles, particularly in conducting research and preparing reports.
✨Highlight Leadership Experience
Even if you don't have formal leadership experience, think about times when you've mentored or supported less experienced colleagues. Share these experiences during the interview to show your potential for coaching and training others.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to formulate financial plans. Practice articulating your thought process and the steps you would take to address various client needs and objectives.
✨Demonstrate Continuous Improvement Mindset
The role involves contributing to the improvement of processes and systems. Be ready to discuss any past experiences where you've identified inefficiencies and implemented changes, showcasing your proactive approach to enhancing team performance.
