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- Tasks: Join a dynamic team as a Paraplanner, conducting research and drafting client proposals.
- Company: Be part of a leading UK wealth management firm known for innovation and excellent service.
- Benefits: Enjoy remote work, competitive salary, generous holiday, and career development opportunities.
- Why this job: Make a real impact in finance while growing your skills in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years' experience as a Paraplanner required.
- Other info: Work from home with occasional office visits; perfect for those passionate about finance.
The predicted salary is between 30000 - 42000 £ per year.
A truly exciting opportunity for a Paraplanner to join one of the UK's leading wealth management and financial advisory specialists based in the Spalding area. Over the years, they have built a reputation for excellent service, innovation, and making a genuine difference to their clients.
We are looking to speak with applicants who can demonstrate commitment, eagerness to learn, and showcase their skills!
Main Responsibilities for the successful Paraplanner:
- Work closely with IFAs undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
- Effectively and efficiently summarise recommendation options for IFAs and draft proposals, letters, and suitability reports for a wide range of products, providers, and funds.
- An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualised largely free-type client reports.
- Competent use of different software packages and technology to analyse data and propose effective client solutions.
- Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.
- Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
- Maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD, and KPIs.
- Contribute to staff meetings and process improvement sessions to help the Company achieve its goals.
About the successful Paraplanner:
- Level 4 Diploma in Financial Planning or near completion of.
- Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice.
- A detailed understanding of pensions, investments, protection, and tax planning.
- Excellent report writing and communication skills.
- Experience of a variety of IT systems.
- Previous experience of using different provider websites and knowledge of the overall application and administrative processes.
What we offer in return to the successful Paraplanner:
- Salary £36,000-42,000 per annum depending on experience.
- Monday to Friday (9am-5pm) - working from home with occasional visits to the head office as and when required.
- UK's leading wealth management pension scheme + generous holiday entitlement.
- Unrivalled career development prospects.
- National Training and ability to upskill your existing skill set.
If you are passionate about the financial sector and want to be part of a fantastic team, please do not hesitate to contact us for more details!
Paraplanner in Spalding employer: PARADIGM EMPLOYMENT SERVICES LTD
Contact Detail:
PARADIGM EMPLOYMENT SERVICES LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Spalding
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work as Paraplanners. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific software tools and IT systems you have experience with. Highlighting your technical skills can set you apart, especially since the role requires competent use of various technology.
✨Tip Number 4
Showcase your ability to think independently by preparing examples of how you've approached complex client situations in the past. This will illustrate your problem-solving skills and adaptability.
We think you need these skills to ace Paraplanner in Spalding
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially your understanding of pensions, investments, and tax planning. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial sector and your eagerness to learn. Mention how your previous experience aligns with the responsibilities outlined in the job description.
Showcase Your Technical Skills: Emphasise your competence with various IT systems and software packages. Provide examples of how you've used technology to analyse data and propose client solutions in your previous roles.
Prepare for Potential Questions: Think about the key responsibilities of the role and prepare answers to potential interview questions. Be ready to discuss your report writing skills and how you communicate effectively with clients.
How to prepare for a job interview at PARADIGM EMPLOYMENT SERVICES LTD
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, protection, and tax planning. Be prepared to discuss how your knowledge can benefit the company and its clients.
✨Demonstrate Your Report Writing Skills
Since excellent report writing is crucial for this role, consider bringing samples of your previous work or be ready to discuss your approach to drafting proposals and suitability reports.
✨Highlight Your Experience with IT Systems
Be ready to talk about the various IT systems you have used in your previous roles. Discuss how you’ve leveraged technology to analyse data and propose effective client solutions.
✨Prepare Questions for the Interviewers
Show your enthusiasm and commitment by preparing thoughtful questions about the company’s processes, team dynamics, and opportunities for professional development. This demonstrates your eagerness to learn and grow within the role.
