Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Paraplanner, supporting Advisers and managing client communications.
- Company: We're a dynamic financial services firm based in Wrexham, focused on client success.
- Benefits: Enjoy hybrid work flexibility with competitive salary and supportive team culture.
- Why this job: This role offers hands-on experience in finance, enhancing your skills while making a real impact.
- Qualifications: Experience in financial services and strong technical knowledge are essential.
- Other info: Work collaboratively in a vibrant environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Our client based in Wrexham is looking for an experienced Paraplanner to join their team. This will be a hybrid working role (2 days per week in the office), with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end management of their clients. Responsibilities Technical knowledge of products and procedures as well as law. Ability to work with defined business processes, for example Participates in weekly meeting to organise and prioritise workload. Organises regular touch points during the week to ensure that activities and deliverables are carried out to plan and within deadlines Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email or letter (as per client specification), as well as attending meetings with clients Works with the Adviser(s) to ensure that client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Salesforce using the standard templates where appropriate; and producing/updating/writing more technical reports as required Supports the Adviser(s) in utilising other agreed toolsets to provide data for client identification for example lifestyle planning via cashflow analysis, risk reports, investment analysis etc. Conducting research required to support advice from Advis…
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
Familiarize yourself with the specific financial products and procedures relevant to the role of a Paraplanner. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the industry.
✨Tip Number 2
Practice your communication skills, especially in how you convey complex information clearly and concisely. As a Paraplanner, you'll be a key point of contact for clients, so being able to explain technical details in an understandable way is crucial.
✨Tip Number 3
Get comfortable with Salesforce and other financial planning tools that are commonly used in the industry. Being proficient in these systems can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Network with current Paraplanners or financial advisers to gain insights into their daily responsibilities and challenges. This can provide you with valuable information to discuss during your interview and demonstrate your proactive approach.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, such as technical knowledge of products and procedures, and the ability to manage client correspondence.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job requirements. Emphasize your technical knowledge, experience in client management, and any familiarity with tools like Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and how your background makes you a great fit. Mention specific experiences where you've successfully supported advisers or managed client communications.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Show Your Technical Knowledge
Make sure to brush up on your understanding of financial products, procedures, and relevant laws. Be prepared to discuss how you've applied this knowledge in previous roles, as it will demonstrate your capability to support Advisers effectively.
✨Demonstrate Your Organizational Skills
Since the role involves managing workloads and deadlines, be ready to share examples of how you prioritize tasks and organize your work. Discuss any tools or methods you use to stay on track, especially in a hybrid working environment.
✨Prepare for Client Interaction Scenarios
As a key point of contact for clients, it's important to show that you can handle correspondence professionally. Think of examples where you've successfully managed client communications and how you ensure their needs are met.
✨Familiarize Yourself with Salesforce
Since you'll be generating reports from Salesforce, it’s beneficial to have a basic understanding of the platform. If you have experience using it, be ready to discuss how you've utilized it in past roles to enhance your efficiency.
