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- Tasks: Support a successful Financial Adviser by providing expert paraplanning services.
- Company: Established Financial Advice firm with a strong reputation in Sussex.
- Benefits: Competitive salary up to £40,000, flexible working options, and fully expensed travel.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 Diploma and experience in an IFA environment required.
- Other info: Enjoy the flexibility of remote work with quarterly office meet-ups.
The predicted salary is between 24000 - 40000 £ per year.
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Paraplanner to join their team. This is for the role of Financial Services Paraplanner supporting a successful Financial Adviser.
We are looking for an experienced Paraplanner with Level 4 Diploma and used to working in an IFA (not tied or multi‑tied). The client is happy to offer a base salary up to £40,000 plus benefits.
We can also offer Hybrid, office based if near the office or Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3‑4 days per time. The company is based in Horsham so please only apply if you are able to attend the office once per quarter for the timeframe specified. The travel to the office will be fully expensed.
If you are an experienced Paraplanner looking for a new role and this flexibility then please apply. Immediate start. Base to £40,000 plus benefits.
Paraplanner - Wealth Management IFA, Financial Services Remote or Hybrid NEW in Ipswich employer: Astral Recruitment
Contact Detail:
Astral Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wealth Management IFA, Financial Services Remote or Hybrid NEW in Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work with IFAs. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the latest financial regulations and trends. We want you to impress them with your expertise and show that you're the perfect fit for their team.
✨Tip Number 3
Don’t forget to showcase your soft skills! As a Paraplanner, communication is key. Be ready to discuss how you’ve effectively supported advisers in the past and how you can bring that same energy to their firm.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we’re always on the lookout for talented individuals like you, so don’t miss out on this opportunity!
We think you need these skills to ace Paraplanner - Wealth Management IFA, Financial Services Remote or Hybrid NEW in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Diploma and any relevant experience in an IFA setting. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your experience aligns with our client's needs. Keep it concise but impactful!
Showcase Your Skills: Don’t forget to showcase your paraplanning skills and any specific software you’re familiar with. We love seeing candidates who can hit the ground running, so let us know what you bring to the table!
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 important updates from us!
How to prepare for a job interview at Astral Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and paraplanning. Familiarise yourself with the latest regulations and products in the industry, as well as the specific services offered by the firm. This will show that you're not just qualified but genuinely interested in the role.
✨Tailor Your Experience
When discussing your previous roles, focus on experiences that align with the responsibilities of a Paraplanner in an IFA setting. Highlight your Level 4 Diploma and any relevant achievements that demonstrate your ability to support Financial Advisers effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to wealth management and how they support their Paraplanners. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your values.
✨Be Ready for Remote Work Discussion
Since the role offers hybrid or remote working options, be prepared to discuss how you manage your time and productivity in a remote setting. Share examples of how you've successfully worked independently while still collaborating with a team.
