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- Tasks: Compile financial reports, support planners, and manage client queries.
- Company: Join a fast-growing, award-winning financial planning firm in the UK.
- Benefits: Enjoy hybrid working, bonuses, 25 days holiday, and study support.
- Why this job: Be part of a supportive team with genuine career growth opportunities.
- Qualifications: Experience in financial advice and paraplanning skills are essential.
- Other info: Flexible working environment with approachable management.
The predicted salary is between 28800 - 43200 £ 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 growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Braintree 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 our 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 paraplanner skills is essential
- Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience
- Experienced in using IO/Intelligent Office software ideally
- A reliable individual who has the ability to manage and prioritise workloads
- Outstanding communication skills at all levels
- Analytical and problem-solving skills
- Experience of working as part of a team
- Excellent organisational and multi-tasking abilities are essential
- Flexibility/adaptability to cope with change
- Confident with IT and office software packages Word, Excel, PowerPoint
Benefits of joining the business:
- Quarterly paraplanning bonuses
- 25 days holiday plus bank holidays
- Day off for your Birthday
- Annual salary reviews
- Staff awards
- Study support for professional industry exams
- Adviser Academy if desired
- Progression
- Holiday Purchase Scheme
- Life Assurance
- Private pension
- Corporate Eyecare cover
- Flex/Hybrid working
This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Paraplanner employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as paraplanners. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Showcase your analytical and problem-solving skills during any discussions or interviews. Prepare examples from your past experiences where you've successfully tackled challenges in a financial context.
✨Tip Number 4
Be ready to discuss your experience with software like IO/Intelligent Office. If you have used similar tools, highlight how your skills can transfer to their systems, making you a valuable asset from day one.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Paraplanner position. Tailor your application to highlight relevant experience in financial planning and paraplanning.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in a financial advice firm and any specific paraplanner skills you possess. Mention your familiarity with IO/Intelligent Office software if applicable.
Showcase Communication Skills: Since outstanding communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively at all levels, both verbally and in writing.
Tailor Your Cover Letter: Craft a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in joining this particular financial planning business and how you can contribute to their success.
How to prepare for a job interview at Recruit Wealth Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial products and legislation. Being able to discuss recent changes in the industry or specific products will demonstrate your commitment and expertise.
✨Prepare for Technical Questions
Expect questions that assess your paraplanning skills and experience. Be ready to discuss how you've compiled financial reports or conducted product research in previous roles, as this will highlight your practical knowledge.
✨Demonstrate Communication Skills
Since outstanding communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being concise and clear will impress your interviewers.
✨Emphasise Teamwork and Adaptability
This role requires working closely with Financial Planners and adapting to changing circumstances. Share examples from your past experiences where you successfully collaborated with a team or adapted to new challenges.
