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For Companies At a Glance
- Tasks: Support financial advisors with research, reports, and compliance tasks.
- Company: Join a reputable firm within St James Place, known for its financial planning expertise.
- Benefits: Gain valuable experience in finance with potential career growth opportunities.
- Why this job: Exciting chance to develop skills in a dynamic environment while making a real impact.
- Qualifications: No specific experience required, just a passion for finance and a willingness to learn.
- Other info: Perfect for high school or college students looking to kickstart their finance career.
The predicted salary is between 36000 - 60000 £ per year.
Our Client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit a Paraplanner to join their team. This individual will provide technical support to the Advisors and Directors in informing and advising on financial planning factor, and on utilising suitable plans and products. They will also organize the reports and illustrations in a timely and accurate manner. This is truly an exciting opportunity for a high calibre individual who is keen to progress their career. Key Responsibilities Providing high quality support to the advisor team, responding to advisor queries in a timely manner Inputting of CFR documentation onto salesforce Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome Producing accurate IHT calculations and cash flow models Preparing and producing suitability letters, reports, and illustrations Ensuring the end-to-end compliance process is followed Ensuring all cases written adhere to the Advice Gu…
Paraplanner employer: NJR Recruitment Careers
Contact Detail:
NJR Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the financial planning process and the specific products that are commonly used in the industry. This knowledge will help you demonstrate your understanding during interviews and discussions.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as paraplanners or advisors. They can provide valuable insights and may even refer you to open positions.
✨Tip Number 3
Stay updated on the latest regulations and compliance requirements in financial planning. Showing that you are knowledgeable about these aspects can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've provided support in previous roles, particularly in producing reports and handling client queries. Real-life scenarios can illustrate your capabilities effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial planning or paraplanning. Mention specific tasks you've handled that align with the responsibilities listed, such as producing reports or conducting financial analysis.
Showcase Technical Skills: Since the role involves using Salesforce and producing financial calculations, be sure to mention your proficiency with these tools. Provide examples of how you've used similar software or completed related tasks in past roles.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Explain why you are interested in working with this particular firm and how you can contribute to their success.
How to prepare for a job interview at NJR Recruitment Careers
✨Understand Financial Products
Make sure you have a solid understanding of various financial products and how they meet client needs. Be prepared to discuss specific examples of products you've researched or used in the past.
✨Showcase Your Technical Skills
Highlight your experience with tools like Salesforce and any other relevant software. Be ready to explain how you've utilized these tools to support advisors and streamline processes.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, familiarize yourself with the end-to-end compliance process. Be prepared to discuss how you ensure adherence to regulations in your previous roles.
✨Demonstrate Your Analytical Abilities
Be ready to showcase your analytical skills, especially in producing IHT calculations and cash flow models. Consider bringing examples of your work to illustrate your capabilities.
