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- Tasks: Join our team as a Paraplanner, preparing advice reports and supporting financial advisers.
- Company: Be part of a trusted, award-winning financial planning firm experiencing rapid growth.
- Benefits: Enjoy 28 days holiday, private medical insurance, and a generous company bonus.
- Why this job: This role offers professional development, a supportive culture, and the chance to make a real impact.
- Qualifications: Strong communication skills and a Level 4 Diploma or close to passing exams are essential.
- Other info: Hybrid working options available; apply now for an immediate response!
The predicted salary is between 36000 - 60000 £ per year.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now.
This newly created Paraplanner role is located for their Newcastle Upon Tyne regional hub, one of 50+ national offices.
Responsibilities
- Compiling detailed financial planning reports for the Financial Planners to present to clients
- Support the Financial Planners by conducting research on products and helping find the right solutions for clients
- Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries
- Arranging for plans to be submitted to company providers
- Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
- Prepare client review packs and conduct Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all firm and industry guidelines, rules and regulations.
Role Requirements
- Experience in a financial advice firm and…
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Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest FCA guidelines and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in financial advice.
✨Tip Number 2
Network with current Paraplanners or financial advisers in the industry. Engaging with professionals can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Showcase your technical skills by being proficient in Microsoft Office and any relevant financial software. Being able to demonstrate your ability to use technology effectively can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle complex financial scenarios. This will help you articulate your thought process and problem-solving skills during the interview.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services industry, particularly your knowledge of suitability reports and financial products. Use specific examples that demonstrate your strong written communication skills and ability to deliver customer satisfaction.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the paraplanning role and how your skills align with the company's needs. Mention your experience with compliance and your proactive approach to self-development in the financial sector.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma or progress towards it in your application. If you have any additional qualifications or training related to financial advice or paraplanning, be sure to include those as well.
Showcase Technical Proficiency: Emphasise your confidence in using Microsoft Office products and any other relevant technology. Mention your ability to conduct financial calculations and research, as these are crucial for the role.
How to prepare for a job interview at Recruit Wealth
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products and services. Be prepared to discuss how these products can be tailored to meet client needs, as this will demonstrate your expertise and ability to provide bespoke advice.
✨Showcase Your Communication Skills
Since strong written and verbal communication skills are crucial for a Paraplanner, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to communicate effectively will set you apart.
✨Familiarise Yourself with Compliance Standards
Understanding FCA guidelines and compliance requirements is essential. Brush up on these regulations before the interview, as you may be asked how you ensure that all advice documentation meets these standards.
✨Demonstrate Proactive Self-Development
Be ready to discuss how you keep up with industry changes and your commitment to ongoing professional development. Mention any relevant courses or qualifications you are pursuing, as this shows your dedication to the field.
