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- Tasks: Support Financial Advisers by researching and analysing financial products for clients.
- Company: Dynamic financial services firm focused on client relationships and innovative solutions.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Great career progression opportunities in a supportive team atmosphere.
- Why this job: Join a fast-paced environment and make a real difference in clients' financial lives.
- Qualifications: Strong interpersonal skills, analytical mindset, and confidence with IT systems.
The predicted salary is between 30000 - 40000 £ per year.
This is a technical function that supports and informs the work of Financial Advisers and Financial Planners in all areas of finance, including pensions, mortgages, general insurance, tax and investment management.
Duties:
- Assisting the Financial Adviser/Planner in establishing new client relationships and servicing existing clients.
- Assessing each client’s financial circumstances.
- Carrying out research and analysing products and services that are appropriate to each client’s financial circumstances.
- Proposing and drafting reports/letters outlining financial solutions that meet each client’s goals, needs and objectives.
- Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the employing organisation.
The Individual:
- Excellent interpersonal, listening and numerical skills.
- Analytical and research skills.
- Report writing and clear written communication skills.
- Professional, ethical and discreet.
- Client service skills.
- Effective time and caseload management.
- Confidence using IT, database packages and IFA back office systems.
- Able and willing to work on own initiative.
- A flexible approach to business hours.
- High comfort level working in a fast-paced demanding environment.
- Able to see the big picture as well as finer details.
Paraplanner in Bury employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bury
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, whether it's through LinkedIn or local meetups. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial knowledge and client service skills. We recommend practising common interview questions and scenarios related to financial advising. Show them you’re ready to hit the ground running!
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in making you memorable. We suggest mentioning something specific from your conversation to show you were engaged and interested.
✨Tip Number 4
Keep an eye on our website for new job postings. We regularly update our listings, and applying directly through us can give you a better chance of standing out. Let’s get you that Paraplanner position!
We think you need these skills to ace Paraplanner in Bury
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant skills, especially in financial analysis and report writing, to show us you’re the perfect fit!
Show Off Your Interpersonal Skills: Since this role involves building relationships with clients and colleagues, don’t forget to showcase your excellent interpersonal skills. Share examples of how you've successfully communicated or collaborated in past roles.
Be Clear and Concise: When drafting your application, clarity is key! Use straightforward language and structure your thoughts logically. We want to see your ability to communicate effectively, just like you would in a client report.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you can check out other opportunities while you’re there!
How to prepare for a job interview at Asset Recruit
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, mortgages, and investment management. Being able to discuss these topics confidently will show that you're well-prepared and understand the role of a Paraplanner.
✨Show Off Your Interpersonal Skills
Since this role involves building relationships with clients and colleagues, practice your listening and communication skills. Be ready to demonstrate how you've successfully interacted with clients in the past.
✨Be Ready to Analyse
Prepare for questions that test your analytical skills. You might be asked to assess a hypothetical client's financial situation, so think about how you would approach research and product analysis.
✨Demonstrate Your Report Writing Skills
You’ll likely need to draft reports and letters, so bring examples of your written work if possible. This will help illustrate your ability to communicate complex information clearly and effectively.