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- Tasks: Support financial planners by preparing reports and managing client relationships.
- Company: Join a rapidly growing team in Huddersfield with a focus on flexible working.
- Benefits: Enjoy a salary up to £50,000, hybrid working, and fantastic career progression opportunities.
- Why this job: This role offers flexibility, growth potential, and the chance to make a real impact.
- Qualifications: You need a Level 4 qualification and strong knowledge of financial planning.
- Other info: Perfect for those based in West Yorkshire looking for a dynamic work environment.
The predicted salary is between 40000 - 50000 £ per year.
A strong element of working from home should you desire it. This would be a perfect opportunity if you are based anywhere in the West Yorkshire area.
Are you a career-minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like the opportunity to work in a Paraplanning role for a company that offers an incredible amount of flexible working? Then this could be a fantastic opportunity for you.
The main purpose of the role:
- To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process.
- To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives.
- To prepare suitability reports which reflect the proposed strategy.
- Help manage client relationships and taking/making calls in a polite and professional manner.
- Liaising with advisers on a regular basis, to work on cases and provide updates.
In order to apply you will need to have:
- Good knowledge across all advice areas (investment, pensions).
- Excellent interpersonal and communication skills.
- Good understanding of the financial planning process and a knowledge of the financial services world.
- Excellent report writing skills and have a high technical knowledge.
- Level 4 qualification.
In return you will earn an excellent salary, flexible working, fantastic benefits and have the opportunity to grow your career in the direction that you want it to grow.
If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply or get in touch for an initial chat.
Paraplanner Hybrid Working employer: Aspire Recruitment Solutions
Contact Detail:
Aspire Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Hybrid Working
✨Tip Number 1
Make sure to research the company culture at StudySmarter. Understanding our values and how we operate can help you tailor your approach during any informal chats or interviews, showing that you're a great fit for our team.
✨Tip Number 2
Network with current employees on LinkedIn, especially those in similar roles. Engaging with them can provide insights into the day-to-day responsibilities of a Paraplanner and may even lead to a referral, which can significantly boost your chances.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your knowledge in investment and pensions. Being able to articulate your expertise will show us that you’re ready to contribute effectively from day one.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning and paraplanning. Showing that you are up-to-date with industry developments during discussions can set you apart as a proactive candidate who is genuinely interested in the field.
We think you need these skills to ace Paraplanner Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your Level 4 qualification and any specific skills related to investment and pensions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal and communication skills. Mention your understanding of the financial planning process and how you can contribute to the team.
Showcase Report Writing Skills: Since excellent report writing is crucial for this role, consider including examples of reports or documents you've prepared in previous roles. This will demonstrate your technical knowledge and writing ability.
Highlight Flexibility and Teamwork: In your application, mention your ability to work flexibly and collaboratively. Discuss any experiences where you've successfully liaised with advisers or managed client relationships.
How to prepare for a job interview at Aspire Recruitment Solutions
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of investment, pensions, and the financial planning process. Being able to discuss these topics confidently will show that you're well-prepared and understand the role.
✨Demonstrate Your Interpersonal Skills
Since the role involves managing client relationships, be ready to showcase your communication skills. Prepare examples of how you've effectively interacted with clients or colleagues in the past.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and report writing skills. Review common scenarios you might encounter as a paraplanner and think about how you would approach them.
✨Show Enthusiasm for Flexible Working
This position offers hybrid working, so express your interest in flexible arrangements. Discuss how this flexibility can enhance your productivity and work-life balance, aligning with the company's values.
