Paraplanner - Part Time Apply now

Paraplanner - Part Time

Wokingham Part-Time 36000 - 60000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Join our team to create financial solutions and prepare suitability reports for high-net-worth clients.
  • Company: We're a dynamic financial planning firm based in Winnersh, focused on client success.
  • Benefits: Enjoy flexible part-time hours and the chance to develop your skills in a supportive environment.
  • Why this job: Make a real impact by helping clients achieve their financial goals while growing your career.
  • Qualifications: Ideal for those with a passion for finance and strong communication skills; experience is a plus.
  • Other info: Opportunity to mentor junior team members and enhance your professional network.

The predicted salary is between 36000 - 60000 £ per year.

My client based in Winnersh are seeking a Paraplanner to join their team who will be responsible for developing financial solutions that fulfil the outcomes our clients are seeking. You would be working alongside the Financial Planning Team to prepare recommendations and suitability reports. This may include maintaining full client records, data gathering, application form preparation and submission. Duties Have the vision and ability to write two multipension and investment suitability reports per week, or 5 simple suitability or review reports per week, for our HNW Clients. Put the Client needs and out comes first in every situation, in a fully compliant manner. Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required. Work with the Administration Team to ensure all information is available for a suitability report to be produced. This will include the pre-completion of documentation ready for clients to check and sign. Responsible for day-to-day paraplanning tasks, identifying what’s required, where client cases have information missing or outstanding actions. Working with the advisers and administrative team to obtain this information and subsequently writing a suitability report ready for adviser approval. Act as a Paraplanning mentor for less experienced team members. Record any client communications…

Paraplanner - Part Time employer: Mulberry Recruitment

Our company, located in the vibrant area of Winnersh, is an exceptional employer that prioritizes employee growth and development. We foster a collaborative work culture where your contributions are valued, and you have the opportunity to mentor less experienced team members while honing your skills in financial planning. With flexible part-time hours and a commitment to client-centric solutions, we ensure that our Paraplanners can thrive both professionally and personally.
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Contact Detail:

Mulberry Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner - Part Time

✨Tip Number 1

Familiarize yourself with the financial planning process and the specific requirements for suitability reports. Understanding the nuances of multipension and investment strategies will give you an edge in discussions with the Financial Planning Team.

✨Tip Number 2

Network with professionals in the financial services industry, especially those who work as paraplanners or financial advisers. Building relationships can provide insights into the role and may lead to referrals or recommendations.

✨Tip Number 3

Stay updated on compliance regulations and best practices in financial planning. Being knowledgeable about the latest standards will demonstrate your commitment to putting client needs first and ensure you are fully compliant in your work.

✨Tip Number 4

Consider seeking mentorship or guidance from experienced paraplanners. Learning from their experiences can help you navigate the complexities of the role and prepare you for the responsibilities of writing suitability reports.

We think you need these skills to ace Paraplanner - Part Time

Financial Analysis
Report Writing
Client Relationship Management
Attention to Detail
Compliance Knowledge
Data Gathering
Investment Knowledge
Communication Skills
Time Management
Problem-Solving Skills
Team Collaboration
Mentoring Skills
Organizational Skills
Adaptability

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner. Familiarize yourself with financial solutions, suitability reports, and compliance requirements to demonstrate your knowledge in your application.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in paraplanning or related fields. Mention specific examples where you've developed financial solutions or prepared suitability reports.

Showcase Your Skills: Detail your skills that align with the job description, such as attention to detail, communication skills, and ability to work collaboratively with teams. Provide examples of how you've successfully used these skills in past roles.

Tailor Your Application: Customize your cover letter to reflect the values and needs of the company. Address how you can put client needs first and contribute to the Financial Planning Team's success.

How to prepare for a job interview at Mulberry Recruitment

✨Understand the Role

Make sure you have a clear understanding of what a Paraplanner does, especially in the context of developing financial solutions. Familiarize yourself with the specific duties mentioned in the job description, such as writing suitability reports and maintaining client records.

✨Showcase Your Writing Skills

Since the role involves preparing detailed suitability reports, be prepared to discuss your writing experience. Bring examples of previous reports or documentation you've created, and be ready to explain your process for ensuring compliance and clarity.

✨Client-Centric Approach

Emphasize your ability to put client needs first. Prepare examples from your past experiences where you successfully identified client requirements and how you tailored solutions to meet those needs.

✨Collaboration is Key

Highlight your experience working in teams, particularly with Financial Advisers and Administration Teams. Be ready to discuss how you ensure effective communication and collaboration to gather necessary information for reports.

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  • Paraplanner - Part Time

    Wokingham
    Part-Time
    36000 - 60000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-13

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    Mulberry Recruitment

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