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- Tasks: Support Financial Planners by writing reports and conducting technical research.
- Company: Reputable wealth management firm with a strong support structure.
- Benefits: Competitive salary, bonus, hybrid working, and clear progression opportunities.
- Other info: Enjoy a flexible work environment with opportunities for career growth.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Diploma qualified with previous paraplanning experience and strong attention to detail.
The predicted salary is between 40000 - 46000 £ per year.
We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford. This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and delivering high-quality advice to clients.
The Role:
- Writing suitability reports across pensions, investments and protection
- Conducting technical research to support client recommendations
- Supporting Financial Planners with client cases
- Assisting with cashflow modelling
- Ensuring all client files are compliant and up to date
About You:
- Diploma qualified (DipPFS)
- Previous paraplanning experience
- Strong technical knowledge
- Excellent attention to detail
Whats on Offer:
- Hybrid working (1 day per week in the office)
- Competitive salary and bonus
- Strong support structure
- Clear progression opportunities
Paraplanner in Surrey employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and protection. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that paraplanner job. Plus, it’s a great way to show you’re serious about joining our team in Guildford.
We think you need these skills to ace Paraplanner in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your previous paraplanning experience and any relevant qualifications like your DipPFS. We want to see how your skills match what we're looking for!
Showcase Your Technical Knowledge: In your application, don’t shy away from showcasing your strong technical knowledge. Mention specific areas like pensions, investments, and protection that you’ve worked with. This will help us see your expertise right off the bat!
Attention to Detail is Key: Since attention to detail is crucial in this role, make sure your application is free from typos and errors. We appreciate a polished application that reflects your meticulous nature—it's a great first impression!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at AMG Search
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in your previous roles, as it will show that you're not just familiar with the concepts but can also implement them effectively.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare examples of how you've ensured compliance and accuracy in client files or reports. This will demonstrate your commitment to delivering high-quality advice and support to Financial Planners.
✨Practice Writing Reports
Since writing suitability reports is a key part of the role, practice drafting a few sample reports before your interview. This will help you articulate your thought process and approach during the interview, making it easier for the interviewers to see your potential fit.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to financial planning and how they support their Paraplanners. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values.