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For Companies At a Glance
- Tasks: As a Paraplanner, you'll manage workflows and prepare detailed reports for investments and pensions.
- Company: Join a leading wealth management firm with a dynamic, rapidly expanding environment.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and the chance to work in a fast-paced setting.
- Why this job: This role offers hands-on experience in a vibrant company with a start-up vibe and private equity support.
- Qualifications: 1+ years as a paraplanner, detail-oriented, self-starter, and tech-savvy.
- Other info: Be part of a team driving accountability and efficiency in financial planning.
The predicted salary is between 24000 - 36000 £ per year.
A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment. If you’re a paraplanner looking to gain a huge amount of experience working for a fast-paced chartered financial planning company, then this is your opportunity.
Key Responsibilities as Paraplanner:
- Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
- Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
- Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
- Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
- CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
- Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.
Key experience and skills as Paraplanner:
- Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.
- Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
- Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
- Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.
- Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
Why Join our client:
Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.
Paraplanner employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and paraplanning. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your passion and knowledge.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could lead to job opportunities.
✨Tip Number 3
Demonstrate your tech-savviness by getting hands-on experience with popular CRM systems and task management tools. Being able to discuss your familiarity with these platforms can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved workflows or processes in previous roles. Highlighting your problem-solving skills and attention to detail will resonate well with the hiring team looking for a process-minded paraplanner.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner. Focus on your skills in case management, report preparation, and any specific software you’ve used, such as CRMs or task management systems.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and detail-oriented nature. Mention how your previous experience aligns with the responsibilities listed in the job description, particularly your ability to manage workflows and collaborate with teams.
Showcase Your Problem-Solving Skills: In your application, provide examples of how you've improved processes or solved problems in past roles. This will demonstrate your process-minded approach and self-starter attitude, which are key for this position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no errors and that your documents are well-structured and easy to read. Attention to detail is crucial for a paraplanner role.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Attention to Detail
As a paraplanner, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Process-Minded Approach
Highlight your problem-solving skills and how you've built or refined workflows in previous roles. Discuss any tools or systems you've used to enhance efficiency, as this aligns with the company's focus on operational excellence.
✨Prepare for Technical Questions
Since the role requires being tech-savvy, brush up on your knowledge of CRMs and task management systems. Be ready to explain how you've used these tools to manage client records and case notes effectively.
✨Emphasise Team Collaboration
The company values teamwork, so be sure to share experiences where you worked closely with advisers or other team members. Discuss how you contributed to achieving common goals and maintaining high standards.
