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- Tasks: Join a dynamic team as a Paraplanner, preparing client recommendations and managing enquiries.
- Company: Work with a leading wealth management firm providing global financial advice.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Make a real impact in clients' financial journeys while developing your skills in a supportive culture.
- Qualifications: 2+ years of paraplanning experience; strong communication and organisational skills required.
- Other info: Experience with St James's Place is a plus; open to feedback for personal development.
The predicted salary is between 36000 - 60000 £ per year.
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Paraplanner – Market Harborough, Market Harborough
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Client:
Location:
Market Harborough, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
87b541f0927f
Job Views:
17
Posted:
17.06.2025
Expiry Date:
01.08.2025
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Job Description:
Paraplanner – Market Harborough
We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.
Responsibilities:
- Working closely with product providers to obtain information and process business
- Preparing recommendations for clients alongside advisers and writing suitability reports
- Answering client enquiries via telephone and email, resolving these in a professional and timely manner
- Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
- Preparing review documents for clients including bespoke illustrations and valuations
- Conducting detailed analysis of investments, assessing performance and cost
- Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
Experience & Qualifications:
- At least 2 years experience working as a paraplanner or within a financial advisory firm
- Previous St James\’s Place experience would be strongly advantageous
- Intermediate level Microsoft Suite – Outlook, Office, Word and Excel
- Confident communicating with clients and 3rd party providers
- Excellent attention to detail, organisational, and time management skills
- Open to receiving candid feedback in order to enhance your progression
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Paraplanner - Market Harborough employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Market Harborough
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in paraplanning, such as financial planning software and Microsoft Excel. Being proficient in these can set you apart from other candidates.
✨Tip Number 3
Research the company’s values and recent projects. Understanding their approach to wealth management will help you tailor your conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 4
Prepare to discuss your previous experiences in detail, particularly any situations where you successfully resolved client enquiries or contributed to team projects. This will showcase your problem-solving skills and ability to work collaboratively.
We think you need these skills to ace Paraplanner - Market Harborough
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and qualifications required for the Paraplanner position. Tailor your application to highlight relevant experience and skills that match these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience as a paraplanner or in financial advisory roles. Emphasise your achievements, particularly those related to client communication, report writing, and compliance with regulations.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to prepare recommendations and manage client enquiries effectively.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a paraplanner.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Understand the key responsibilities of the role and be ready to discuss how your experience aligns with them.
✨Showcase Your Communication Skills
As a paraplanner, you'll need to communicate effectively with clients and third-party providers. Prepare examples of how you've successfully handled client enquiries or resolved issues in the past.
✨Demonstrate Attention to Detail
Highlight your organisational skills and attention to detail during the interview. You might be asked about how you ensure compliance with regulations or how you prepare detailed reports, so have specific examples ready.
✨Be Open to Feedback
Since the job requires you to be open to receiving candid feedback, be prepared to discuss how you've used feedback in the past to improve your work. This shows that you're committed to personal and professional growth.
