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- Tasks: Support financial advisers by writing reports and conducting research on investments and retirement planning.
- Company: Established financial planning firm passionate about independent advice and career growth.
- Benefits: 20-25 days holiday, pension scheme, life cover, and comprehensive employee benefits.
- Other info: Potential to progress into an IFA role or remain as a rewarding career Paraplanner.
- Why this job: Join a dynamic team with opportunities for professional development and career progression.
- Qualifications: Background in Paraplanning and working towards Level 4 diploma status.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a very well established and successful financial planning firm, is recruiting for Paraplanners at all levels of experience to join their ambitious team that’s passionate about providing independent impartial financial advice. Our client offers training and qualification support and provides opportunities for career progression, enabling their employees to achieve their career aspirations by gaining professional training and qualifications, or growing and nurturing their own portfolio of clients.
We are looking for candidates who already have some background in Paraplanning. You will be part of our client’s Paraplanning team supporting their highly qualified team of IFA’s and responsible for delivering high quality reports. There is potential to progress into an IFA role for the right individuals, and if this is your desired career path however they are more than open to the idea of a career Paraplanner, which in turn offers its own rewards.
Responsibilities / Key Requirements
- You will have good report writing skills with the ability to conduct research in connection with protection, investment and pre/post retirement planning.
- You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
- You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Qualifications
You should be at or well on the way towards Level 4 diploma status.
Benefits
- 20 days holiday excluding Bank Holidays increasing to 25 days with completed service years.
- A Company pension scheme (currently with 5% Employer contribution).
- 4 x Death in Service Life Cover plus a comprehensive Employee Benefits scheme.
Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful; however we may contact you regarding other roles in the future.
Senior Paraplanner employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior 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 lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your report writing skills and industry knowledge. Be ready to discuss your experience with research and client correspondence, as these are key in impressing potential employers.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career aspirations. If you’re keen on progressing to an IFA role, make sure to highlight this during your conversations with recruiters or in interviews.
✨Tip Number 4
Check out our website for the latest job openings and apply directly through us. It’s a great way to ensure your application gets the attention it deserves, and we’re here to support you every step of the way!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your relevant experience in paraplanning, report writing, and any qualifications you have. We want to see how your background aligns with what our client is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to the team. We love seeing enthusiasm and a clear understanding of the role.
Showcase Your Skills: Don’t forget to showcase your skills in research, communication, and report writing. Mention specific examples of how you've supported advisers or worked on suitability reports. We want to know what makes you stand out!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at Asset Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around investments, pensions, and protection. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the job, prepare examples of reports you've written in the past. Be ready to discuss your approach to research and how you ensure accuracy and clarity in your reports.
✨Communicate Clearly
As a paraplanner, you'll need to communicate effectively with both clients and advisers. Practice explaining complex financial concepts in simple terms, as this will demonstrate your ability to bridge the gap between technical details and client understanding.
✨Express Your Career Aspirations
Whether you want to progress to an IFA role or prefer to stay as a career paraplanner, be open about your goals. This shows that you're thinking long-term and are committed to growing within the company.