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For Companies At a Glance
- Tasks: Support advisers, manage client files, and handle general admin tasks in a dynamic 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 the financial services industry while making a real impact.
- Qualifications: Some knowledge of financial services and strong communication skills required.
- Other info: Opportunity for professional growth and to enhance your career in wealth management.
Job Description
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.
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
- All general admin i.e (Christmas cards, ordering water for the office, dealing with post/sharing the post run, accepting deliveries)
- 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 financial services industry and let them know you're on the hunt for a Part Time Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of the wealth management sector and be ready to discuss how your skills align with the job description. Show them you’re not just a team player, but also someone who takes initiative and delivers exceptional client service.
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep your name fresh in their minds and show that you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Part Time Paraplanner gig. Plus, applying directly through us means you’ll be in the loop for any updates or additional support we can offer during your job search.
We think you need these skills to ace Part Time Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Part Time Paraplanner role. Highlight any relevant experience in financial services and your organisational skills, as these are key for us.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background makes you a great fit. Don’t forget to mention your willingness to learn and grow with us.
Show Off Your Communication Skills: Since excellent communication is crucial for this role, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your attention to detail and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 any relevant regulations. This will not only show that you're serious about the role but also help you answer questions confidently.
✨Showcase Your Skills
Prepare examples of how you've used your organisational and communication skills in previous roles. Think about times when you've provided exceptional client service or worked as part of a team, as these are key for this position.
✨Be Ready to Discuss Compliance
Since maintaining compliance is crucial in this role, be prepared to discuss your understanding of compliance standards and how you've adhered to them in past experiences. This will demonstrate your commitment to high organisational standards.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company and the role. This shows your interest and helps you gauge if it's the right fit for you. Consider asking about their approach to supporting staff through qualifications.
