Paraplanner - Hybrid with 2 Days WFH: Reports & Research in London
Paraplanner - Hybrid with 2 Days WFH: Reports & Research

Paraplanner - Hybrid with 2 Days WFH: Reports & Research in London

London Full-Time 30000 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide paraplanning support, conduct research, and prepare suitability reports.
  • Company: Join a leading recruitment agency with a strong reputation in Leicester.
  • Benefits: Enjoy a great benefits package and hybrid work options after probation.
  • Why this job: Make a real difference in clients' financial journeys while working flexibly.
  • Qualifications: Experience in paraplanning and knowledge of pensions and investments required.
  • Other info: Opportunity for career growth in a supportive environment.

The predicted salary is between 30000 - 42000 £ per year.

A leading recruitment agency is seeking a Paraplanner to join a well-established company in Leicester. In this role, you will provide comprehensive paraplanning support, conduct provider research, and prepare compliant suitability reports.

The ideal candidate will have proven experience in paraplanning, strong knowledge of pensions and investments, and a client-focused approach.

This position offers an excellent benefits package and the opportunity to work from home part of the week after the probation period.

Paraplanner - Hybrid with 2 Days WFH: Reports & Research in London employer: 360-Recruitment

Join a well-established company in Leicester that values its employees and fosters a supportive work culture. With a competitive benefits package, flexible hybrid working arrangements, and ample opportunities for professional growth, this role as a Paraplanner offers a rewarding career path in a dynamic environment focused on client satisfaction and excellence.
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Contact Detail:

360-Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner - Hybrid with 2 Days WFH: Reports & Research in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of pensions and investments. We recommend creating a list of common interview questions related to paraplanning and practising your answers. Confidence is key, so let your expertise shine!

✨Tip Number 3

Showcase your client-focused approach during interviews. Think of examples where you've gone above and beyond for clients in your previous roles. This will demonstrate that you’re not just about the numbers but also about building relationships.

✨Tip Number 4

Don't forget to apply through our website! We make it super easy for you to find and apply for the best Paraplanner positions. Plus, we’re always updating our listings, so keep checking back for new opportunities!

We think you need these skills to ace Paraplanner - Hybrid with 2 Days WFH: Reports & Research in London

Paraplanning
Provider Research
Suitability Reports
Knowledge of Pensions
Knowledge of Investments
Client-Focused Approach
Compliance Awareness
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in paraplanning, especially with pensions and investments. We want to see how your skills match the role, so don’t be shy about showcasing your client-focused approach!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Paraplanner role. Share specific examples of your past work that demonstrate your expertise in preparing compliant suitability reports.

Showcase Your Research Skills: Since this role involves conducting provider research, mention any tools or methods you use to stay updated on industry trends. We love candidates who are proactive and knowledgeable about the latest developments in the field!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!

How to prepare for a job interview at 360-Recruitment

✨Know Your Stuff

Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss specific products and strategies you've used in your previous roles. This will show that you’re not just familiar with the terms, but you can apply them practically.

✨Research the Company

Take some time to learn about the company you're interviewing with. Understand their values, culture, and the types of clients they serve. This will help you tailor your answers and demonstrate that you’re genuinely interested in being part of their team.

✨Prepare for Scenario Questions

Expect to be asked how you would handle certain situations related to paraplanning. Think of examples from your past experience where you successfully navigated challenges or provided exceptional client support. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

✨Show Your Client-Focused Approach

Since this role emphasises a client-focused approach, be prepared to discuss how you prioritise client needs in your work. Share examples of how you’ve gone above and beyond to ensure client satisfaction, as this will resonate well with the interviewers.

Paraplanner - Hybrid with 2 Days WFH: Reports & Research in London
360-Recruitment
Location: London
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  • Paraplanner - Hybrid with 2 Days WFH: Reports & Research in London

    London
    Full-Time
    30000 - 42000 £ / year (est.)
  • 3

    360-Recruitment

    50-100
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