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- Tasks: Join a dynamic team to create impactful financial reports and support clients' needs.
- Company: Be part of a respected Independent Financial Advisory Firm in Hull, known for its excellence.
- Benefits: Enjoy 25 days holiday, full study support, free parking, and private medical cover.
- Why this job: This role offers growth, variety, and the chance to thrive in a vibrant industry.
- Qualifications: Experience in financial services and report writing; Level 4 Diploma is a plus.
- Other info: Annual pay reviews and a personalized development plan await you!
The predicted salary is between 36000 - 60000 £ per year.
NJR Recruitment are pleased to be working with an established Independent Financial Advisory Firm, who is seeking an experience and talented Report Writer to join their team based in Hull. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm. Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities include: Complete pre-report file assessments Ensure all compliance paperwork is in order Discuss the client’s needs and objectives with the relevant adviser. Prepare recommendation reports in accordance with the agreed recommendations Production of Pension Reports/switch analysis Production of Cash Flow Forecast Reports Undertake research to identify suitable solutions to meet the client’s needs and objectives What’s in it for you? 25 Days Holiday + Bank Holidays Full Study Support Free Parking Pension Death in Service Private Medical Cover Annual pay reviews The ideal candidate will need to have previous experience working within a Financial Service environment and have experience in writing suitability reports. Ideally you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning. For more information please contact one of our specialist consultants and quote job reference NJR15400 #fin JBRP1_UKTJ
NJR Recruitment | Paraplanner employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land NJR Recruitment | Paraplanner
✨Tip Number 1
Familiarize yourself with the specific requirements of the role by reviewing the responsibilities listed in the job description. This will help you understand what skills and experiences to highlight during your interactions with the team.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience as a paraplanner. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Consider reaching out to current employees at the firm through platforms like LinkedIn. Engaging in conversations about their experiences can give you a better understanding of the company culture and expectations.
We think you need these skills to ace NJR Recruitment | Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, such as experience in writing suitability reports and knowledge of compliance paperwork.
Tailor Your CV: Customize your CV to highlight relevant experience in the Financial Services sector. Emphasize any previous roles that involved report writing, client discussions, or compliance tasks to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial planning industry and your eagerness to grow within a respected firm. Mention specific experiences that demonstrate your ability to handle the varied tasks outlined in the job description.
Highlight Your Qualifications: If you have achieved or are working towards the Level 4 Diploma in Regulated Financial Planning, make sure to mention this prominently in your application. This qualification is crucial for the role and will set you apart from other candidates.
How to prepare for a job interview at NJR Recruitment
✨Know Your Reports
Make sure you are familiar with the types of reports you will be writing, such as Pension Reports and Cash Flow Forecasts. Be prepared to discuss your previous experience in report writing and how it aligns with the company's needs.
✨Understand Compliance
Since compliance is a key part of the role, brush up on relevant regulations and ensure you can articulate how you have managed compliance paperwork in past roles. This shows your attention to detail and understanding of industry standards.
✨Client-Centric Approach
Be ready to discuss how you assess client needs and objectives. Share examples of how you've successfully collaborated with advisers to create tailored recommendations that meet client goals.
✨Show Your Willingness to Learn
Highlight your commitment to professional development, especially if you're working towards the Level 4 Diploma in Regulated Financial Planning. Discuss how you plan to utilize the full study support offered by the firm to enhance your skills.
