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- Tasks: Assist a Senior Financial Adviser with client support and prepare recommendations.
- Company: Join a leading Financial Advice Company in the heart of Tunbridge Wells.
- Benefits: Enjoy a competitive salary, hybrid working, and excellent benefits including study support.
- Why this job: Grow your career in a fast-paced environment while making a real impact on clients' financial futures.
- Qualifications: Must have a Diploma (Dip PFS) or equivalent and paraplanning experience.
- Other info: Support for future qualifications is provided to enhance your skills.
The predicted salary is between 29000 - 34000 £ per year.
Recruit UK are working on an excellent opportunity for an experienced Paraplanner in Tunbridge Wells to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Senior Financial Adviser, assisting in all areas of client support, including preparing advice and recommendations.
This is an excellent opportunity for a responsible, self-motivated, well-organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes:
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client’s investment portfolio, performance, asset allocation, risk profile etc.
- Fully understand compliance procedures
What’s in it for you:
- Competitive starting salary up to £42,500
- Hybrid working (after probation)
- HNW Clients
- Excellent Benefits: DIS, Flex Bens, Pension
- Paraplanning team
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Paraplanning experience
Locations
Paraplanner (Royal Tunbridge Wells) employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Royal Tunbridge Wells)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn about the latest trends in the field.
✨Tip Number 2
Familiarise yourself with the specific compliance procedures relevant to the role of a paraplanner. Understanding these regulations will not only boost your confidence but also demonstrate your commitment to the profession during interviews.
✨Tip Number 3
Stay updated on the latest financial products and market trends. Being knowledgeable about current offerings will help you stand out as a candidate who is proactive and well-informed, which is crucial for preparing advice and recommendations.
✨Tip Number 4
Consider reaching out to current employees at the company you're applying to. A friendly chat can provide insights into the company culture and expectations, and it may even lead to a referral, which can significantly increase your chances of landing the job.
We think you need these skills to ace Paraplanner (Royal Tunbridge Wells)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as the Diploma (Dip PFS). Emphasise your IT skills and any specific achievements in previous roles that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry and your passion for the role. Mention how your skills can contribute to the team and support the Senior Financial Adviser effectively.
Highlight Relevant Experience: In your application, focus on your experience with research, analysis, and drafting recommendation reports. Provide examples of how you've successfully managed client portfolios and adhered to compliance procedures in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss specific examples of how you've researched and analysed these products in your previous roles.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in the financial services industry, brush up on the latest regulations and procedures. Be ready to explain how you ensure compliance in your work and any experiences you've had dealing with compliance issues.
✨Showcase Your IT Skills
As a paraplanner, you'll need strong IT skills. Be prepared to discuss the software and tools you are familiar with, and consider bringing examples of reports or analyses you've created using these tools.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to draft recommendations or handle client portfolios, and be ready to share how you approached those situations.
