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- Tasks: Support advisers and clients in the financial advice process with research and admin tasks.
- Company: Join a dynamic team in Birmingham focused on delivering quality financial services.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for personal development.
- Why this job: Be part of a supportive culture that values growth and client relationships.
- Qualifications: Must be fully Diploma qualified with strong communication and organisational skills.
- Other info: Opportunity to work on exciting projects and develop your expertise in financial planning.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – Birmingham
Our client is looking for a talented Paraplanner to join their team based in Birmingham, to help provide quality and accurate administrative and research support for both clients and advisers. Our client offers hybrid working from their Birmingham office, with a competitive salary on offer.
Key Responsibilities:
– To support Advisers and their clients in all parts of the financial advice process.
– To build and maintain quality professional and courteous relationships with Clients, supporting the Advisers in providing a quality ongoing client service.
– To be a point of reference and knowledge for the Support team, assisting in training and development where necessary.
– To build and develop relevant product and market awareness and ensure that all relevant legislative & procedural changes are complied with.
– To highlight any areas of business risk within the team to your line manager.
– To maintain and implement their own personal development plan with Line Manager, focussing on the acquisition of relevant knowledge and experience in the role and the industry, and acquisition of Level 4 diploma as a minimum standard.
– To support the Practice Director and team in the development and delivery of new processes and documentation.
– To participate in any other projects as requested.
Essential Qualities:
– Fully Diploma qualified
– Good understanding of the Financial Planning process.
– Strong interpersonal skills, both written and verbal communication.
– Customer service skills – providing an excellent service to the adviser and client.
– Excellent planning and organisational skills.
– Ability to work effectively to deadlines.
– Accuracy and attention to detail to balance demands of role.
Desirable:
– An understanding of cashflow modelling.
– Broad knowledge of the Financial Services Industry and high level of technical knowledge.
– In depth knowledge and experience with cashflow modelling.
– Ability to manage and complete projects.
Paraplanner - Birmingham employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Birmingham
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the financial services industry. This will not only help you in interviews but also demonstrate your commitment to staying updated, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those based in Birmingham. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported advisers or clients in previous roles. Highlight your interpersonal skills and customer service experience, as these are key components of the job.
✨Tip Number 4
Showcase your understanding of cashflow modelling during the interview process. Be ready to explain how you've used it in past experiences and how it can benefit the advisory team and clients.
We think you need these skills to ace Paraplanner - Birmingham
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Paraplanner position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in financial planning, customer service, and any qualifications such as the Level 4 diploma. Use bullet points for clarity and focus on achievements.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your interpersonal skills and attention to detail, which are crucial for this position.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Paraplanner.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process. Brush up on key concepts and terminology, as this will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Interpersonal Skills
Since strong interpersonal skills are crucial for this role, prepare examples of how you've successfully built relationships with clients or colleagues in the past. This will highlight your ability to provide excellent customer service.
✨Demonstrate Attention to Detail
Be ready to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a difference, especially in tasks like cashflow modelling or project management.
✨Prepare Questions About the Role
Think of insightful questions to ask during the interview. This shows your genuine interest in the position and helps you understand how you can contribute to the team and the company's goals.
