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- Tasks: Support financial planners by preparing reports and managing client relationships.
- Company: Join a rapidly growing financial services company based in Huddersfield.
- Benefits: Enjoy hybrid working, a competitive salary, and fantastic career progression opportunities.
- Why this job: Flexible work culture and the chance to make a real impact in clients' financial lives.
- Qualifications: Level 4 qualification and strong knowledge of financial planning required.
- Other info: Perfect for those in West Yorkshire seeking a dynamic and supportive work environment.
The predicted salary is between 30000 - 70000 £ per year.
A strong element of working from home should you desire it. This would be a perfect opportunity if you are based anywhere in the West Yorkshire area.
Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like the opportunity to work in a Paraplanning role for a company who offer an incredible amount of flexible working? Then this could be a fantastic opportunity for you.
The main purpose of the role:
- To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process
- To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives
- To prepare suitability reports which reflect the proposed strategy
- Help manage client relationship and taking/making calls in a polite and professional manner
- Liaising with advisers on a regular basis, to work on cases and provide updates
In order to apply you will need to have:
- Good knowledge across all advice areas (investment, pensions)
- Excellent interpersonal and communication skills
- Good understanding of the financial planning process and a knowledge of the financial services world
- Excellent report writing skills and have a high technical knowledge
- Level 4 qualification
In return you will earn an excellent salary, flexible working, fantastic benefits and have the opportunity to grow your career in the direction that you want it to grow.
If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply or get in touch for an initial chat.
Contact Detail:
Aspire Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Hybrid Working
✨Tip Number 1
Make sure to research the company culture at StudySmarter. Understanding our values and how we operate will help you align your approach during any discussions or interviews, showcasing that you're a great fit for our team.
✨Tip Number 2
Network with current employees on LinkedIn, especially those in similar roles. Engaging with them can provide insights into the day-to-day responsibilities of a Paraplanner and may even lead to a referral, which can significantly boost your chances.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your knowledge in investment and pensions. Being able to articulate how you've successfully supported financial planners in the past will set you apart from other candidates.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in the financial services industry. Showing that you are up-to-date with current developments will not only impress us but also indicate your commitment to continuous professional development.
We think you need these skills to ace Paraplanner Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your Level 4 qualification and any specific skills related to investment and pensions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal and communication skills. Mention your understanding of the financial planning process and how you can contribute to the team.
Showcase Report Writing Skills: Since excellent report writing is crucial for this role, consider including examples of reports or documents you've prepared in previous roles. This will demonstrate your technical knowledge and writing ability.
Highlight Flexibility and Teamwork: In your application, mention your adaptability to hybrid working and your experience in collaborating with financial planners. This aligns with the company's emphasis on flexible working and teamwork.
How to prepare for a job interview at Aspire Recruitment Solutions
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of investment, pensions, and the overall financial planning process. Being able to discuss these topics confidently will show that you're well-prepared and understand the role.
✨Demonstrate Your Communication Skills
Since excellent interpersonal and communication skills are crucial for this role, practice articulating your thoughts clearly. Consider using examples from your past experiences where you've successfully communicated complex information.
✨Prepare Suitability Reports
Familiarise yourself with how to prepare suitability reports, as this is a key part of the job. You might even want to bring a sample report or discuss how you would approach writing one during the interview.
✨Show Enthusiasm for Flexible Working
The company values flexible working arrangements, so express your enthusiasm for this aspect. Discuss how you manage your time effectively while working from home and how it can enhance your productivity.
