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- Tasks: Support the Financial Services Sales Team and ensure compliance standards are met.
- Company: Dynamic financial planning practice near Harrow with a focus on teamwork.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a team where your skills can make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning preferred; strong report writing and analytical skills required.
- Other info: Opportunity for career advancement towards Chartered Status.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice based near Harrow who are looking for a Level 4 Diploma qualified Paraplanner to join their team. The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team and to deliver the agreed strategy and procedural objectives regarding compliance standards.
The role involves providing vital support to the Consultants, acting as the technical interface between the consultants and the clients, and having the ability to work independently and as part of a team. Responsibilities include providing a professional and holistic financial service to the Consultants and assisting them in delivery to the clients.
Key Attributes:
- Excellent report writing skills
- Good technical knowledge of advice and product options
- Able to analyse statistics
- Able to conduct research for appropriate providers and investments
- Good understanding of compliance issues
- Time management skills
- Interpersonal and IT skills
Qualifications Required:
Preferred to have Level 4 Diploma in Financial Planning and be working towards level 6 advanced diploma and Chartered Status.
Paraplanner - Harrow employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Harrow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms near Harrow. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Brush up on your interview skills! Practice common paraplanner interview questions and prepare to showcase your report writing and technical knowledge. We all know first impressions count, so be ready to impress with your expertise.
✨Tip Number 3
Don’t forget to follow up! After an interview, send a quick thank you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Paraplanner - Harrow
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your excellent report writing skills and technical knowledge in your application. We want to see how you can analyse statistics and conduct research, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for the Paraplanner role. Mention how your experience aligns with the compliance standards and support needed for the Financial Services Sales Team. It shows us you’re serious about the position!
Be Professional: Since this role involves providing a professional financial service, ensure your application reflects that. Use clear language, check for typos, and keep it concise. We appreciate attention to detail!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products and compliance standards. Being able to discuss these confidently will show that you're not just qualified, but also genuinely interested in the role.
✨Showcase Your Report Writing Skills
Prepare a few examples of reports or analyses you've done in the past. This will help demonstrate your excellent report writing skills and your ability to analyse statistics effectively during the interview.
✨Research the Company
Take some time to understand the Financial Planning practice you're interviewing with. Knowing their values, services, and recent news can help you tailor your answers and show that you're a good fit for their team.
✨Practice Your Interpersonal Skills
Since this role involves acting as a technical interface between consultants and clients, practice your communication skills. Be ready to discuss how you would handle client interactions and support the sales team effectively.
