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- Tasks: As a Paraplanner, you'll analyse client arrangements and prepare compliant reports.
- Company: Join a growing Financial Advice business focused on client care and service excellence.
- Benefits: Enjoy 25 days holiday, professional exam support, and a birthday day-off.
- Why this job: This role offers career progression to Adviser and a supportive training environment.
- Qualifications: Experience in financial advice and client analysis is essential.
- Other info: Hybrid working model available; apply now for a rewarding career!
The predicted salary is between 32000 - 44000 £ per year.
We're working with a growing Financial Advice business who are in need of a Paraplanner. A Paraplanner who cares about the clients and has worked closely with Advisers to provide the best possible service and advice.
You will:
- Analyse clients’ existing arrangements
- Research alternative products
- Find the right solutions
- Prepare accurate and compliant suitability reports
If you have this experience your benefits will include:
- Professional industry exams paid for and study supported.
- 25 days holiday (exc. Bank holidays)
- Holiday Purchase scheme
- In-House Training Academy
- Annual Salary Review
- Day-off on Birthday
- Life Assurance & Pension
- Progression through to Adviser if desired
Apply now or contact Richard at Recruitment22 for more information.
Paraplanner employer: recruitment22
Contact Detail:
recruitment22 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with current Paraplanners or Financial Advisers. Engaging with professionals in the field can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported Advisers in the past. Highlighting your experience in preparing suitability reports and analysing client arrangements will show that you're a strong fit for the role.
✨Tip Number 4
Research the company culture and values of the financial advice business. Tailoring your conversation to align with their mission can make a positive impression during any discussions or interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with tasks such as analysing client arrangements and preparing suitability reports, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience you have working closely with Advisers or in financial services. Use specific examples to demonstrate how you've provided excellent service and advice to clients.
Showcase Your Skills: Make sure to highlight skills that are crucial for a Paraplanner, such as analytical thinking, attention to detail, and compliance knowledge. Mention any relevant qualifications or industry exams you have completed or are currently pursuing.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for the role and the company. Address how your values align with their commitment to client care and how you can contribute to their growth.
How to prepare for a job interview at recruitment22
✨Show Your Analytical Skills
As a Paraplanner, you'll need to demonstrate your ability to analyse clients' existing arrangements. Be prepared to discuss specific examples of how you've successfully assessed financial situations and provided tailored solutions in the past.
✨Research the Company
Before the interview, take some time to research the financial advice business you're applying to. Understand their values, services, and any recent news. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Technical Questions
Expect technical questions related to financial products and compliance. Brush up on your knowledge of various financial instruments and regulations to confidently answer these questions and showcase your expertise.
✨Highlight Your Client-Centric Approach
Since the role requires a focus on client care, be ready to share examples of how you've prioritised client needs in your previous roles. Discuss how you’ve worked closely with advisers to ensure clients receive the best possible service.
