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- Tasks: Support wealth advisers with paraplanning and administrative tasks, including research and report preparation.
- Company: Join a dynamic team in Crawley focused on financial planning and investment solutions.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for career progression.
- Why this job: Gain valuable experience in finance while contributing to impactful client solutions in a supportive environment.
- Qualifications: Previous admin experience and Level 4 Financial Planning qualification or CII exam results required.
- Other info: Familiarity with research systems like Cashcalc and Salesforce is a plus.
The predicted salary is between 28000 - 36000 £ per year.
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24/05/2025
Type of Position: Junior Paraplanner – Crawley
Pay: £32k – £36k
We are looking for a Junior Paraplanner for our clients based in Crawley. You will be providing vital paraplanning and administrative support to a team of wealth advisers. This position will allow hybrid working from their office in Crawley, with a competitive salary and career progression available.
Responsibilities:
• Provide vital paraplanning support to the team of wealth advisers
• Research products, financial planning solutions and investment strategies
• Prepare recommendation reports for client meetings
• Provide a high level of technical support
• Assist advisers with client management
• Provide advisers and clients with technical reports and information
• Ensure high worth investment transactions are carried out accurately
Experience and qualifications:
• Previous administrative and paraplanning experience required
• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)
• Experience of the Pension Switch market
• Experience of administration of IHT or Investment products
• Excellent IT skills and proficient in Microsoft Office
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Junior Paraplanner - Crawley employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner - Crawley
✨Tip Number 1
Familiarise yourself with the key financial planning tools and software mentioned in the job description, such as Cashcalc and Salesforce. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners or wealth advisers. Attend relevant events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning and investment strategies. This knowledge will not only prepare you for interviews but also show your commitment to the field and your eagerness to contribute effectively.
✨Tip Number 4
Prepare to discuss your previous administrative and paraplanning experiences in detail during interviews. Be ready to provide examples of how you've successfully supported advisers or managed client information, as this will highlight your suitability for the role.
We think you need these skills to ace Junior Paraplanner - Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and administration. Include specific examples of your previous roles that align with the responsibilities listed in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention any relevant qualifications, such as CII exam results or Level 4 Financial Planning certification, to demonstrate your suitability.
Highlight Technical Skills: Emphasise your proficiency with major research systems like Cashcalc and Salesforce, as well as your IT skills. Provide examples of how you've used these tools in past roles to support wealth advisers.
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 sector.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and planning solutions relevant to the role. Research common investment strategies and be prepared to discuss them during the interview.
✨Showcase Your Technical Skills
Highlight your proficiency with major research systems like Cashcalc, Salesforce, and FE Analytics. Be ready to provide examples of how you've used these tools in previous roles to support wealth advisers.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you provided paraplanning support or managed client information, and be ready to share those stories.
✨Demonstrate Your Communication Skills
As a Junior Paraplanner, you'll need to communicate effectively with both advisers and clients. Practice articulating complex financial concepts in simple terms, as this will likely come up in your interview.
