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- Tasks: Support advisers, manage client files, and ensure compliance in a dynamic wealth management environment.
- Company: Established Wealth Management company focused on growth and development.
- Benefits: Flexible hours, support for qualifications, and a collaborative team atmosphere.
- Why this job: Gain valuable experience in finance while contributing to client success and professional growth.
- Qualifications: Knowledge of financial services and strong communication skills are preferred.
- Other info: Part-time role with 15-20 flexible hours per week and opportunities for career advancement.
Our client is a small established Wealth Management company, through continues growth they are looking to recruit a Part Time Paraplanner (qualified or through experience) They will also be prepared to support you through exams to become qualified.
Submit your CV and any additional required information after you have read this description by clicking on the application button.
Hours between 15-20 a week can be flexible on hours.
Answering the phones
Processing letters of authority/new business
Providing support to the advisers
Take part in meetings with providers (adds to CPD)
Take responsibility for preparing and maintaining detailed client files and records.
Ensure the highest compliance and organisational standards are maintained.
Some knowledge of financial services industry
Some familiarity with industry regulations and quality standards
Solid computer skills, including Microsoft Office and relational databases and software.
Excellent communication and organizational skills
Team player
Use of initiative
Exceptional client service levels
It would be an advantage if you have knowledge of the wealth management industry or financial services in a support role
Part Time Paraplanner employer: Aspire Personnel Ltd
Contact Detail:
Aspire Personnel Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry. You never know who might have a lead on a part-time paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. We want you to shine when you get that chance to chat with them!
✨Tip Number 3
Show off your skills! If you have any relevant experience or projects, be ready to discuss them. We love seeing how you’ve applied your knowledge in real-world situations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re here to support you every step of the way in landing that perfect part-time role.
We think you need these skills to ace Part Time Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Part Time Paraplanner role. Highlight any relevant experience in the financial services industry and showcase your organisational skills. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t forget to mention your computer skills, especially with Microsoft Office and any databases you've used. We love a tech-savvy team player, so let us know how you’ve used these skills in previous roles.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your points are easy to read and understand. This will help us see your excellent communication skills right from the start!
Apply Through Our Website: Once you’ve polished your CV and cover letter, head over to our website to submit your application. It’s the easiest way for us to receive your details and get the ball rolling on your potential future with us!
How to prepare for a job interview at Aspire Personnel Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry and wealth management. Familiarise yourself with key regulations and quality standards, as this will show that you're serious about the role and understand the environment you'll be working in.
✨Showcase Your Skills
Prepare to discuss your computer skills, especially with Microsoft Office and any relational databases you've used. Bring examples of how you've used these tools in previous roles to improve efficiency or client service, as this will demonstrate your capability to support advisers effectively.
✨Be a Team Player
Since this role involves supporting advisers and participating in meetings, highlight your teamwork experience. Share specific examples of how you've collaborated with others in past positions, and emphasise your communication skills to show that you can contribute positively to the team dynamic.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the role. This could include inquiries about their approach to client service or how they support staff in gaining qualifications. Asking insightful questions not only shows your interest but also helps you determine if the company is the right fit for you.
