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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 Portsmouth 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 Portsmouth
✨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 technical knowledge and understanding of the IFA landscape. We want you to showcase your expertise and how it aligns with the firm’s values and goals.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for talented Paraplanners like you, so don’t hesitate to hit that apply button!
We think you need these skills to ace Paraplanner - Wealth Management IFA, Financial Services Remote or Hybrid NEW in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your Level 4 Diploma and any relevant IFA experience. 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! Tell us why you're the perfect fit for this role and how your background aligns with our client's needs. Keep it engaging and personal.
Showcase Your Skills: In your application, don’t forget to mention specific skills that are relevant to the role, like your knowledge of financial products or your ability to support Financial Advisers effectively. We love seeing those details!
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’re considered for this exciting opportunity!
How to prepare for a job interview at Astral Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services, especially those relevant to the IFA sector. Being able to discuss specific cases or scenarios will show that you're not just familiar with the theory but can apply it in practice.
✨Showcase Your Experience
Prepare to talk about your previous roles as a Paraplanner. Highlight your Level 4 Diploma and any specific achievements or projects you've worked on that demonstrate your skills and experience in supporting Financial Advisers.
✨Understand the Company Culture
Research the firm’s values and culture. Knowing what they stand for and how they operate will help you tailor your answers and show that you’re a good fit for their team, especially since they value flexibility and collaboration.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of the interview. This could be about their approach to client relationships or how they support their Paraplanners. It shows your genuine interest in the role and helps you assess if it's the right fit for you.
