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- Tasks: Support financial advisers by analysing data and researching market products.
- Company: Join a dynamic team at a leading financial services company.
- Benefits: Gain valuable experience in the finance industry with career growth opportunities.
- Why this job: Make a real difference by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and paraplanning experience required.
- Other info: Collaborative environment with monthly team meetings and ongoing professional development.
The predicted salary is between 28800 - 43200 £ per year.
Reporting to the Office Manager, the Paraplanner will provide support and co-ordinate their work ensuring the provision of a first class support service for the clients of the Company. The Paraplanner will provide a high quality, business focused and cost effective admin support to the Financial Advisers.
You will have:
- Level 4 Diploma in Financial Planning (or equivalent)
- Experience in paraplanning (essential!)
- Strong knowledge of FCA regulations and industry best practices
- Attention to detail and excellent analytical skills
Responsibilities
- Supporting an Adviser
- Analysing data and using research tools to provide solutions to meet Client needs and objectives
- Research best products from the market and providing supporting records for research undertaken
- Interpreting data obtained by Advisers during client meetings
- Participation at Monthly Staff/Consultant meetings
- Preparing quotes using all tools available
- Suitability letter construction
- Processing New Business
Full spec available!
Paraplanner employer: Anne Corder Recruitment
Contact Detail:
Anne Corder Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on a paraplanner role!
✨Tip Number 2
Showcase your skills! When you get the chance to chat with potential employers, highlight your Level 4 Diploma and any relevant experience. Be ready to discuss how your analytical skills can help them provide top-notch support to their clients.
✨Tip Number 3
Research the company! Before any interview, dive into what the company does and its culture. Tailor your responses to show how you can fit into their team and contribute to their goals. It’ll make you stand out as a candidate who’s genuinely interested.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, it’s a great way to stay updated on new roles that pop up!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your Level 4 Diploma in Financial Planning and any paraplanning experience you have. We want to see how your skills align with the role, so don’t hold back!
Be Detail-Oriented: Attention to detail is key in this role. When writing your application, double-check for any typos or errors. We appreciate a polished application that reflects your analytical skills.
Know Your Stuff: Familiarise yourself with FCA regulations and industry best practices. Mentioning your knowledge in these areas will show us you’re serious about the role and understand what’s required.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the position. Let’s get started!
How to prepare for a job interview at Anne Corder Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and industry best practices. Being able to discuss these confidently will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your paraplanning experience that highlight your analytical skills and attention to detail. Think about times when you successfully supported an adviser or solved a complex problem for a client.
✨Research the Company
Before the interview, take some time to understand the company’s values and the services they offer. This will help you tailor your answers and demonstrate how you can contribute to their goals.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of the interview. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
