Paraplanning Support Specialist (Hybrid) in Bromsgrove
Paraplanning Support Specialist (Hybrid)

Paraplanning Support Specialist (Hybrid) in Bromsgrove

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

  • Tasks: Support Financial Advisers by preparing client packs and maintaining back-office systems.
  • Company: Leading financial advisory firm in the UK with a focus on quality advice.
  • Benefits: Competitive salary, flexible working, and professional development opportunities.
  • Why this job: Join a fast-paced environment and make a real difference in clients' financial journeys.
  • Qualifications: General administration experience and strong organisational skills.
  • Other info: Exciting career growth potential in a dynamic team.

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

A leading financial advisory firm in the UK seeks a Paraplanning Administrator to support Financial Advisers in delivering high-quality financial advice. This full-time, permanent role offers the opportunity to thrive in a fast-paced environment while ensuring smooth operations.

Responsibilities include:

  • Preparing client packs
  • Maintaining back-office systems

Ideal candidates will have general administration experience and strong organizational skills. Competitive salary with a range of benefits is offered, including flexible working and professional development opportunities.

Paraplanning Support Specialist (Hybrid) in Bromsgrove employer: AFH Wealth Management

As a leading financial advisory firm in the UK, we pride ourselves on fostering a dynamic and supportive work culture that empowers our employees to excel. With a focus on professional development and flexible working arrangements, we provide our Paraplanning Support Specialists with the tools and opportunities they need to grow their careers while contributing to high-quality financial advice for our clients. Join us to be part of a team that values collaboration, innovation, and personal growth in a fast-paced environment.
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Contact Detail:

AFH Wealth Management Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanning Support Specialist (Hybrid) in Bromsgrove

✨Tip Number 1

Network like a pro! Reach out to professionals in the financial advisory sector on LinkedIn or at industry events. We can’t stress enough how personal connections can lead to job opportunities that aren’t even advertised.

✨Tip Number 2

Prepare for interviews by researching the company and its values. We want you to show that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute as a Paraplanning Support Specialist.

✨Tip Number 3

Practice your responses to common interview questions, especially those related to administration and organisation. We recommend doing mock interviews with friends or using online resources to boost your confidence.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Paraplanning Support Specialist (Hybrid) in Bromsgrove

General Administration Experience
Organizational Skills
Back-Office Systems Management
Client Pack Preparation
Attention to Detail
Time Management
Communication Skills
Ability to Work in a Fast-Paced Environment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Paraplanning Support Specialist role. Highlight your administration experience and any relevant skills that match what we’re looking for. We want to see how you can support our Financial Advisers!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advice and how your organisational skills can help us deliver high-quality service. Keep it concise but impactful!

Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!

How to prepare for a job interview at AFH Wealth Management

✨Know Your Stuff

Make sure you understand the role of a Paraplanning Support Specialist. Brush up on financial advisory processes and the importance of client packs. This will show that you're not just interested in the job, but that you’re genuinely invested in the industry.

✨Showcase Your Organisational Skills

Since strong organisational skills are key for this role, prepare examples from your past experience where you successfully managed multiple tasks or projects. Be ready to discuss how you keep things organised and efficient in a fast-paced environment.

✨Ask Smart Questions

Prepare thoughtful questions about the firm’s approach to financial advice and how they support their advisers. This demonstrates your interest in the company and helps you gauge if it’s the right fit for you.

✨Dress the Part

Even though it's a hybrid role, make sure to dress professionally for the interview. First impressions matter, and looking polished can help convey your seriousness about the position.

Paraplanning Support Specialist (Hybrid) in Bromsgrove
AFH Wealth Management
Location: Bromsgrove
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  • Paraplanning Support Specialist (Hybrid) in Bromsgrove

    Bromsgrove
    Full-Time
    30000 - 42000 £ / year (est.)
  • A

    AFH Wealth Management

    50-100
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