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- Tasks: Join a dynamic team to produce reports and assist with client communications.
- Company: A well-established financial planning business located in Bedford.
- Benefits: Enjoy hybrid working, generous pay, pension contributions, and study support.
- Why this job: Be part of a growing company with a supportive culture and real impact on clients' lives.
- Qualifications: 2-3 years of experience in paraplanning and working towards a diploma in Financial Planning.
- Other info: Exciting growth phase; perfect for those looking to advance their career.
The predicted salary is between 24000 - 40000 £ per year.
Paraplanner, Bedford – up to £40,000 with excellent benefits and Hybrid working
We are delighted to be partnered with an established Financial planning business based in the heart of Bedford. They are seeking an experienced Para-planner to join their busy team of three advisors and four support staff.
The successful Para-planner will be experienced in:
- Producing reports for annual reviews and business recommendations.
- Producing letters based on existing advice.
- Produce and assist with illustrations.
- Using own initiative
- Comfortable in client facing roles.
- Experienced in different platforms.
You must have at least 2-3 years of practical experience and be working towards your diploma in Financial Planning.
The business is growing and it\’s an exciting time to be joining them. They offer a generous renumeration package, pension contributions and can offer study support to levels 4 or 6. They will also offer hybrid after probation. To find out more, please get in touch.
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Paraplanner employer: Abacus Consulting
Contact Detail:
Abacus Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning software and platforms that the company uses. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Prepare to discuss your previous experience in producing reports and letters for clients. Have examples ready that showcase your ability to communicate complex financial information clearly and effectively.
✨Tip Number 3
Highlight your client-facing experience during the interview. Be ready to share how you've successfully managed client relationships and any challenges you've overcome in those situations.
✨Tip Number 4
Research the company’s growth and recent developments in the financial planning sector. Showing that you are informed about their business and the industry will demonstrate your genuine interest in the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, especially your skills in producing reports, letters, and illustrations. Use specific examples that demonstrate your initiative and client-facing abilities.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention your 2-3 years of practical experience and how it aligns with their needs.
Highlight Relevant Qualifications: Clearly state your progress towards your diploma in Financial Planning. If you have any additional certifications or training, be sure to include those as well, as they can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your application materials. Look for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Abacus Consulting
✨Showcase Your Experience
Be prepared to discuss your previous experience as a paraplanner in detail. Highlight specific examples of reports you've produced, letters you've drafted, and how you've used different platforms. This will demonstrate your practical knowledge and suitability for the role.
✨Demonstrate Client-Facing Skills
Since the role involves client interaction, be ready to share examples of how you've successfully communicated with clients in the past. Discuss any challenges you faced and how you overcame them to build strong relationships.
✨Emphasise Initiative and Problem-Solving
The company values individuals who can use their initiative. Prepare to discuss situations where you've taken the lead on a project or solved a problem independently. This will show that you're proactive and can contribute positively to their growing team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans, team dynamics, and the support they offer for further studies. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
