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- Tasks: Support senior advisors with paraplanning, research, and client cashflow preparation.
- Company: Join a dynamic team based in Derby, focused on financial advisory services.
- Benefits: Enjoy 25 days holiday, flexible working, and health support.
- Why this job: Work four days a week with full-time pay and great career progression opportunities.
- Qualifications: Must have IFA paraplanning experience and be Level 4 Diploma qualified or working towards it.
- Other info: Monthly office visits and social events to keep the team connected.
The predicted salary is between 30000 - 42000 £ per year.
Our client, with their head office in Derby, is looking for a paraplanner to help provide technical support for some of the senior advisors. Within the role, this would involve paraplanning, research, analysis, preparation of new and existing client cashflow, as well as some PA work. You will be required to go into the office once a month, and the role is working 4 days a week, but you will be paid a full-time salary.
What’s needed from you?
- Previous experience working within an IFA
- Paraplanning/technical support experience
- Level 4 Diploma qualified or working towards
What We Can Offer
- 25 days holiday plus bank holidays
- Pension scheme with 10% matched contribution
- Career progression opportunities
- Two paid study leave days per exam and study support
- Flexible/hybrid working (following successful probationary period)
- Company socials/events
- Health and wellbeing support
- Cash plan
- Income Protection
What next?
Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Paraplanner (Home based) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Home based)
✨Tip Number 1
Familiarise yourself with the latest financial regulations and paraplanning software. This will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners or IFA advisors. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience during interviews. Highlighting your analytical skills and how you've supported senior advisors will make you stand out.
✨Tip Number 4
Show enthusiasm for the company's culture and values during your interactions. Researching their approach to client service and team dynamics can help you align your responses with what they value most.
We think you need these skills to ace Paraplanner (Home based)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in IFA paraplanning or technical support. Emphasise any relevant qualifications, especially if you hold a Level 4 Diploma or are working towards it.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your skills align with the company's needs. Mention your ability to provide technical support and your experience with cashflow preparation.
Highlight Relevant Skills: In your application, focus on skills such as research, analysis, and client management. These are crucial for the paraplanner role and will demonstrate your capability to support senior advisors effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential in the finance sector.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Technical Knowledge
As a paraplanner, you'll need to demonstrate your understanding of financial products and regulations. Be prepared to discuss your previous experience in paraplanning and how it relates to the role. Highlight any specific tools or software you’ve used that are relevant to the job.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client scenarios. Think of examples from your past work where you successfully managed client cashflow or provided technical support, and be ready to explain your thought process.
✨Emphasise Your Qualifications
Since the role requires a Level 4 Diploma or progress towards it, make sure to mention your qualifications clearly. If you're currently studying, discuss your study plan and how you manage your time effectively while balancing work responsibilities.
✨Demonstrate Your Team Spirit
This position involves working closely with senior advisors, so it's important to show that you can collaborate well. Share examples of how you've worked as part of a team in the past, and express your enthusiasm for contributing to a supportive work environment.
