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- Tasks: Support advisers by producing high-quality suitability reports and attending client meetings.
- Company: Join a chartered wealth planning practice located in the vibrant heart of Poole.
- Benefits: Enjoy hybrid working, financial rewards, career development, and discounted financial advice.
- Why this job: Be part of a supportive team with opportunities for growth and a positive work culture.
- Qualifications: Ideal candidates should have report writing experience and be pursuing or hold a Diploma in Financial Planning.
- Other info: Flexible working options available after probation and a profit-related bonus scheme.
The predicted salary is between 28000 - 42000 £ per year.
Chartered wealth planning practice in the heart of Poole are recruiting for a Junior Paraplanner to work within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects.
As a package you will receive a basic salary of up to £35k starting, hybrid and flexible working patterns, financial rewards for introducing new business, employee events, flexible working after probation, death in service, pension 3%, a profit-related bonus scheme, career development, exam support and discounted financial advice.
Ideal candidates will have experience in suitability report writing, ideally within the whole of market space, and be working towards or have completed the Diploma in Financial Planning. You will possess an excellent understanding of current Financial Services products and legislation and have worked with Intelligent Office.
Duties include:
- Review quality of advice proposed by adviser
- Produce quality suitability reports and associated document enclosures, in preparation for client meetings in line with Company standards
- Attend and participate in client meetings as required by the Company
Please apply online for further information.
Contact Detail:
Appointed Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial services products and legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as paraplanners or advisers. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Gain practical experience by volunteering or interning in a financial advisory firm. This hands-on experience will enhance your understanding of paraplanning and make you a more attractive candidate.
✨Tip Number 4
Prepare for potential interviews by practising common paraplanning scenarios and questions. Being able to articulate your thought process and approach to suitability report writing will set you apart from other candidates.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and suitability report writing. Emphasise any qualifications, such as the Diploma in Financial Planning, and your understanding of Financial Services products.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements mentioned in the job description. Mention your experience with Intelligent Office and how it relates to the role of a Junior Paraplanner.
Showcase Your Skills: In your application, clearly demonstrate your ability to produce quality suitability reports and your understanding of current Financial Services legislation. Use specific examples from your past experiences.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Appointed Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of current financial services products and legislation. Brush up on your knowledge of various investment options, insurance products, and retirement plans, as this will likely come up during the interview.
✨Showcase Your Report Writing Skills
Since suitability report writing is a key part of the role, be prepared to discuss your experience in this area. Bring examples of reports you've written or be ready to explain your process for creating high-quality documentation.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, make sure to highlight it. If not, take some time to learn about the software and its functionalities, as familiarity with this tool could set you apart from other candidates.
✨Prepare for Client Interaction Scenarios
As the role involves attending client meetings, think about how you would handle different client scenarios. Be ready to discuss how you would communicate complex information clearly and effectively to clients.
