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- Tasks: Assist advisers with financial advice, client meetings, and documentation.
- Company: Join a trusted financial advisory business focused on your growth and success.
- Benefits: Enjoy a competitive salary, pension scheme, life insurance, and private medical cover.
- Why this job: Be part of a supportive team dedicated to your professional development and client satisfaction.
- Qualifications: Must have Level 4 qualifications and at least 2 years in a paraplanning role.
- Other info: Office-based hours from 9-5.30pm with free car parking available.
The predicted salary is between 28000 - 36000 £ per year.
We are recruiting for a local, successful, and trusted financial advisory business providing expert advice on all areas of financial planning. The company operates a team ethos and will surround you with the right support and development to ensure that your knowledge and skills allow you to become the best version of you.
We are seeking an experienced Paraplanner that will assist their advisers with support that is of the highest quality and delivered efficiently. The ideal candidate is passionate about financial planning and customer delivery. Ideally, you are currently doing a similar role and have been for at least the last 2 years. You are at least part qualified at Level 4. You must be motivated to build a successful career in Wealth Management.
What’s in it for you:
- Hours: 9-5.30pm – office based
- Pension scheme – match your personal contributions between 4% and 7%
- Life insurance – life cover at 4 times your salary
- Wellbeing – private medical insurance, subject to eligibility criteria
- Free car parking – you will need to have a clean driving licence and your own car
- Working with people who care about you developing and being great
- Working with great clients
- Comprehensive training and professional development
- Developing you to be the best version of you that you can be
Key responsibilities:
- You will assist advisers in the delivery of the financial advice lifecycle through:
- Preparation for client meetings and post-meeting documentation
- Preparation and maintenance of client files
- Preparation of recommendations and suitability reports
- Implementing agreed recommendations
- Keeping your knowledge and skills relevant and fit for purpose
We are looking for:
- Minimum of 3 Level 4 CII equivalent qualifications
- Minimum of 2 years’ experience within a paraplanning or similar role
- Ability to comply with defined business processes
- Ability to achieve agreed outcomes without supervision
- Very high attention to detail and strong accuracy – ability to get it right first time
- Ability to multitask and prioritise effectively
- Fully competent in desktop applications (proficient in Microsoft Word, Excel, and Outlook)
- You will need to have a clean driving licence and your own car
Red Door Recruitment is committed to encouraging equality, diversity, and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website. Please note due to the number of applications we often receive; only shortlisted applicants will be contacted.
Paraplanner | St Albans | £35k-£45k employer: Red Door Recruitment
Contact Detail:
Red Door Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner | St Albans | £35k-£45k
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend local events or join online forums where you can connect with current paraplanners and financial advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. Subscribe to industry newsletters or follow relevant blogs. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by paraplanners. Think about how you would handle client meetings or prepare documentation, as this will showcase your experience and problem-solving skills.
✨Tip Number 4
Research the company culture of the financial advisory business you're applying to. Understanding their values and team ethos can help you tailor your approach and show that you're a good fit for their environment.
We think you need these skills to ace Paraplanner | St Albans | £35k-£45k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on relevant skills and qualifications. Emphasise your Level 4 CII equivalent qualifications and any specific achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and customer delivery. Mention your motivation to build a career in Wealth Management and how you align with the company's ethos of support and development.
Highlight Relevant Experience: In your application, detail your experience in preparing client files, recommendations, and suitability reports. Use specific examples to demonstrate your attention to detail and ability to work independently.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your strong attention to detail, which is crucial for the role of a Paraplanner.
How to prepare for a job interview at Red Door Recruitment
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and practices. Be prepared to discuss how you can assist advisers in the financial advice lifecycle, as this will demonstrate your understanding of the role.
✨Showcase Your Attention to Detail
Since the role requires a high level of accuracy, be ready to provide examples from your past experience where your attention to detail made a significant impact. This could include preparing client files or drafting suitability reports.
✨Demonstrate Your Multitasking Skills
Prepare to discuss how you manage multiple tasks effectively. Share specific instances where you successfully prioritised tasks under pressure, as this is crucial for the paraplanning role.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company’s culture and development opportunities. Inquire about their training programmes or how they support career growth in wealth management.
