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- Tasks: Join our team as a Paraplanner, delivering tailored financial reports and supporting advisers.
- Company: We are a client-focused firm based in Weybridge, dedicated to expert financial advice.
- Benefits: Enjoy hybrid working, with 2-3 days in the office and opportunities for professional development.
- Why this job: Be part of a dynamic team that values collaboration and continuous improvement in client service.
- Qualifications: No prior experience needed; just a commitment to learn and pass internal exams within three months.
- Other info: Work closely with a supportive team and contribute to a positive workplace culture.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Our client is looking for an experienced Paraplanner to join their team, based in their Weybridge office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice.
This will be a hybrid working role, based 2-3 days a week in Weybridge.
Main responsibilities
· The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.
· Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.
· You will be required to keep up to date with all relevant training and best practice to enable this standard to be met.
· This includes company and departmental training, competence, and development initiatives.
· Commitment to pass basic internal financial industry exams set by within 3 months of employment.
· Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
· Have a thorough understanding of the the Company's advice process, reporting format, pre-approval process and regulatory requirements.
· Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice. This includes:
· All aspects of a good customer experience.
· Assist your paraplanning colleagues in busy periods.
· Identifying any process improvements that can be made.
· Continue to effectively promote the Central Paraplanning Team’s positive team culture and dynamic by working closely with other teams and departments.
If you would like to apply for this great opportunity then please submit a copy of your CV to Sam at Artemis Recruitment.
Paraplanner employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the company's values and client communication style. Since the client is at the heart of their operations, understanding how to tailor your communication in a concise and client-focused manner will set you apart.
✨Tip Number 2
Stay updated on financial regulations and best practices relevant to paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to professional development and compliance.
✨Tip Number 3
Network with current or former employees of the company, especially those in paraplanning roles. They can provide insights into the team culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss specific examples of how you've contributed to team dynamics and improved processes in previous roles. Highlighting your collaborative spirit and problem-solving skills will resonate well with the hiring team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the skills required, such as delivering high-level reports and providing bespoke communication to clients.
Tailor Your CV: Customise your CV to highlight relevant experience in financial advice and paraplanning. Emphasise your ability to communicate in Plain English and any previous roles where you've supported advisers or worked in a team environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your commitment to ongoing training and development, and how you can contribute to the positive team culture they value.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, and that your documents reflect a professional standard suitable for the financial industry.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Understand the Company’s Values
Before your interview, make sure you understand the company's core values and how they prioritise client communication. Be prepared to discuss how you can tailor your approach to meet these values in your role as a Paraplanner.
✨Showcase Your Technical Knowledge
Demonstrate your understanding of financial advice processes and regulatory requirements during the interview. Be ready to discuss any relevant training or exams you've completed, as well as your commitment to ongoing professional development.
✨Prepare for Scenario Questions
Expect questions that assess your ability to handle complex client situations. Think of examples from your past experience where you had to challenge a decision or provide bespoke advice, and be ready to explain your thought process.
✨Emphasise Team Collaboration
Highlight your experience working in teams and how you’ve contributed to a positive team culture. Be prepared to discuss how you can support your colleagues during busy periods and share best practices within the Paraplanning team.
