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- Tasks: Join our team as a Paraplanner, delivering tailored financial reports and supporting advisers.
- Company: We're 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 growth.
- 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 industry 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.
Paraplanner – Weybridge
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 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 email your CV to sam@artemisrecruitment.co.uk.
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Paraplanner - Weybridge employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Weybridge
✨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 concise Plain English will set you apart.
✨Tip Number 2
Stay updated on financial regulations and best practices. This role requires a commitment to ongoing training, so showing that you're proactive about your professional development can demonstrate your dedication.
✨Tip Number 3
Network with current or former Paraplanners in the industry. Engaging with professionals who have experience in similar roles can provide insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 4
Prepare to discuss your approach to teamwork and collaboration. The role emphasises working closely with other Paraplanners and departments, so having examples ready of how you've successfully collaborated in the past will highlight your fit for the team.
We think you need these skills to ace Paraplanner - Weybridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner. Focus on your ability to deliver complex reports and provide bespoke communication, as these are key aspects of the role.
Craft a Strong Cover Letter: In your cover letter, emphasise your understanding of the financial advice process and your commitment to client-centric communication. Mention any relevant training or qualifications that align with the company's values.
Showcase Team Collaboration: Highlight your experience working in teams, especially in a paraplanning context. Discuss how you’ve contributed to team culture and shared best practices, as this is important for the role.
Demonstrate Continuous Learning: Mention any ongoing professional development or training you've undertaken in the financial industry. This shows your commitment to keeping up-to-date with best practices and regulatory requirements.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Understand the Client-Centric Approach
Make sure you grasp the importance of a client-focused mindset. Be prepared to discuss how you would tailor your communication and reports to meet individual client needs, using concise Plain English.
✨Show Confidence in Your Advice
Demonstrate your ability to provide appropriate advice and challenge decisions when necessary. Think of examples where you've had to stand your ground or offer constructive feedback in a professional setting.
✨Stay Updated on Industry Standards
Familiarise yourself with the latest training and best practices in the financial industry. Be ready to talk about any recent developments or changes that could impact your role as a Paraplanner.
✨Emphasise Team Collaboration
Highlight your experience working in teams and how you contribute to a positive team culture. Prepare to share instances where you've collaborated with colleagues to improve processes or enhance customer experiences.
