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- Tasks: Join us as a Paraplanner, crafting detailed financial plans and reports.
- Company: We're a well-established IFA practice dedicated to client success and team growth.
- Benefits: Enjoy hybrid working, 25+ days holiday, and a range of health and wellness perks.
- Why this job: Be part of a supportive team that values your skills and offers tailored career development.
- Qualifications: Strong analytical skills and attention to detail are essential; experience in finance is a plus.
- Other info: Additional perks include a Birthday Day Off and discounted health testing.
The predicted salary is between 36000 - 60000 £ per year.
Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures. Expert analytical skills and attention to detail play a vital role in our excellence of client service.
Key responsibilities include:
- Conducting in-depth research and analysis;
- Preparing suitability reports and plans;
- Supporting Advisers with client meetings;
- Imparting expert knowledge on technical queries;
- Maintaining and managing compliance and regulatory requirements.
This organisation strongly believes in investing in their people. They offer a supportive and dynamic work environment where skills and expertise are valued and rewarded. Being a valued part of the team means you will benefit not just from a career development plan bespoke to you, but you will also enjoy many quality company benefits including:
- Hybrid working arrangements;
- 4% matched pension;
- Death in Service;
- Income Protection;
- Health Cash Plan;
- Cycle to Work Scheme;
- Employee Assistance Programmes;
- Optional Influenza Vaccination;
- 25 days holiday (rising by one day each year following five complete years of service, until 30 days holiday is achieved);
- Additional Birthday Day Off;
- Discounted Health Testing.
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 2
Network with current Paraplanners or financial advisers to gain insights into their day-to-day responsibilities. This can provide you with valuable information that you can use to tailor your approach during the interview process.
✨Tip Number 3
Prepare to discuss specific examples of your analytical skills and attention to detail. Think of scenarios where you've successfully conducted research or prepared reports, as these will be key talking points during your conversations with us.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Highlight any relevant courses or certifications you’ve completed, as this aligns with our commitment to investing in our team members' growth.
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 the key tasks such as conducting research, preparing reports, and supporting advisers. This will help you tailor your application to highlight relevant skills.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning or paraplanning. Use specific examples to demonstrate your analytical skills and attention to detail, as these are crucial for the role.
Craft a Tailored Cover Letter: Write a cover letter that speaks directly to the job description. Mention how your skills align with the company's values and how you can contribute to their team. Be sure to express your enthusiasm for the supportive work environment they offer.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is essential for a Paraplanner.
How to prepare for a job interview at KFS Recruitment
✨Showcase Your Analytical Skills
As a Paraplanner, your analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted in-depth research and analysis in previous roles. Highlight any tools or methodologies you used to ensure accuracy and thoroughness.
✨Prepare for Technical Questions
Expect to face technical queries during the interview. Brush up on financial regulations, compliance requirements, and suitability reports. Demonstrating your knowledge in these areas will show that you're well-prepared and capable of supporting advisers effectively.
✨Emphasise Attention to Detail
Attention to detail is vital in this role. During the interview, provide examples of how your meticulous nature has positively impacted your work. Discuss how you ensure that all reports and plans are accurate and compliant with regulations.
✨Express Enthusiasm for Professional Development
This organisation values career development, so express your eagerness to grow within the company. Share your goals and how you see yourself contributing to the team while also taking advantage of the bespoke development plans they offer.
