Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Create detailed reports and provide exceptional client service in wealth management.
- Company: Leading recruitment consultancy with a focus on bespoke financial advice.
- Benefits: Hybrid working, training on company software, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner with strong communication and IT skills.
- Other info: Opportunity for professional growth in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A leading recruitment consultancy is seeking a highly experienced Paraplanner within a Wealth Management Practice. The role involves producing detailed Suitability Reports, liaising with compliance teams, and delivering top-notch client services.
Ideal candidates will have excellent communication skills and strong IT proficiency. The position offers hybrid working and inclusion in training for specific company software.
Hybrid Paraplanner: Wealth Management & Bespoke Advice employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Wealth Management & Bespoke Advice
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your communication skills. Practice explaining complex financial concepts in simple terms, as this will show your potential employer that you can deliver top-notch client services.
✨Tip Number 3
Don’t forget to showcase your IT proficiency! Familiarise yourself with common software used in wealth management and be ready to discuss how you've used technology to enhance your work in previous roles.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you a better chance of standing out. Plus, it’s super easy to navigate!
We think you need these skills to ace Hybrid Paraplanner: Wealth Management & Bespoke Advice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in producing Suitability Reports and working within a Wealth Management Practice. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Hybrid Paraplanner role. We love seeing candidates who can communicate their passion for client service and compliance clearly.
Show Off Your IT Skills: Since strong IT proficiency is key for this role, make sure to mention any specific software or tools you’re familiar with. If you’ve used any relevant systems in your previous roles, let us know – we’re keen to see your tech-savvy side!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specifics of producing Suitability Reports. Familiarise yourself with compliance regulations and how they impact client services, as this will show your expertise and readiness for the role.
✨Showcase Your Communication Skills
Since excellent communication is key for this position, prepare to demonstrate your ability to convey complex information clearly. Think of examples from your past experiences where you successfully communicated with clients or teams, and be ready to share those stories.
✨Get Tech-Savvy
As strong IT proficiency is a must, make sure you're comfortable with common financial software and tools. If you know which specific software the company uses, try to get familiar with it beforehand. This will give you an edge and show that you're proactive.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to wealth management and client service. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals.
