Paraplanner

Paraplanner

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
T

At a Glance

  • Tasks: As a Paraplanner, you'll support financial advisors by preparing reports and conducting research.
  • Company: Templegate Recruitment is a leading specialist in financial services recruitment.
  • Benefits: Enjoy remote work options, generous leave, and health benefits from day one.
  • Why this job: Join a dynamic team that values your input and offers growth opportunities in a rewarding field.
  • Qualifications: Ideal candidates should have a keen interest in finance and strong analytical skills.
  • Other info: Flexible working locations available: Bristol, London, or remote.

The predicted salary is between 28800 - 43200 £ per year.

Location: Bristol/London/Remote

Benefits:

  • From Day One:
  • Group Life Cover
  • Group Income Protection
  • Post-Probation (after 3 months):
    • Private Medical Insurance
    • Health Cash Plan
    • Cycle to Work Scheme
    • Workplace Pension: 5% employer contribution (matched via salary exchange)
  • Additional Perks:
    • 25 days annual leave + bank holidays

    Paraplanner employer: TEMPLEGATE RECRUITMENT LIMITED

    At Templegate Recruitment, we pride ourselves on being an exceptional employer, offering a supportive work culture that values employee well-being and professional growth. With flexible working options in vibrant locations like Bristol and London, alongside comprehensive benefits such as private medical insurance and generous annual leave, we empower our Paraplanners to thrive both personally and professionally in a rewarding environment.
    T

    Contact Detail:

    TEMPLEGATE RECRUITMENT LIMITED Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Paraplanner

    ✨Tip Number 1

    Network with professionals in the financial services industry, especially those who work as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.

    ✨Tip Number 2

    Familiarise yourself with the latest financial regulations and tools used in paraplanning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.

    ✨Tip Number 3

    Consider reaching out to current paraplanners or hiring managers on LinkedIn. Ask them about their experiences and what they look for in candidates, which can give you valuable insights into the role.

    ✨Tip Number 4

    Prepare for potential interviews by practising common paraplanner interview questions. Focus on how you can contribute to the team and the value you bring, especially in terms of client relationships and financial planning.

    We think you need these skills to ace Paraplanner

    Financial Analysis
    Report Writing
    Client Relationship Management
    Regulatory Knowledge
    Investment Strategies
    Attention to Detail
    Communication Skills
    Time Management
    Problem-Solving Skills
    Technical Proficiency in Financial Software
    Research Skills
    Understanding of Financial Products
    Adaptability
    Team Collaboration

    Some tips for your application 🫡

    Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of a Paraplanner. This will help you tailor your application to highlight relevant skills and experiences.

    Tailor Your CV: Customise your CV to reflect your experience in financial services and paraplanning. Emphasise any relevant qualifications, such as certifications or training, and include specific examples of your work that align with the job description.

    Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are passionate about the role and how your background makes you a perfect fit for the company. Mention any specific benefits or values of Templegate Recruitment that resonate with you.

    Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in the financial services industry.

    How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED

    ✨Know Your Financial Regulations

    As a paraplanner, you'll need to demonstrate a solid understanding of financial regulations and compliance. Brush up on the latest rules and guidelines relevant to the role, as this will show your potential employer that you're serious about the industry.

    ✨Prepare for Technical Questions

    Expect technical questions related to financial planning and investment strategies. Review common scenarios you might encounter in the role and be ready to discuss how you would approach them. This will highlight your analytical skills and problem-solving abilities.

    ✨Showcase Your Communication Skills

    Paraplanners often need to communicate complex information clearly. Be prepared to explain your thought process during the interview, and consider using examples from past experiences where you've successfully communicated with clients or colleagues.

    ✨Research Templegate Recruitment

    Familiarise yourself with Templegate Recruitment and their values. Understanding their approach to recruitment and the types of candidates they seek can help you tailor your responses and demonstrate that you're a good fit for their team.

    T
    Similar positions in other companies
    UK’s top job board for Gen Z
    discover-jobs-cta
    Discover now
    >