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- Tasks: Support financial advisers and manage client communications while conducting market research.
- Company: Join a progressive financial planning practice with a focus on innovation.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Be a key player in a dynamic team and make a real difference for clients.
- Qualifications: Strong communication skills and a keen interest in financial products.
- Other info: Exciting career development opportunities in a collaborative atmosphere.
The predicted salary is between 30000 - 42000 £ per year.
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Blakemore Recruitment are assisting a progressive and innovative Financial Planning practice seek their next paraplanner to join their exciting, expanding team.
Responsibilities:
* Attend meetings with advisers, take minutes and lay out course of action for the team (and the clients if applicable)
* Keep clients informed.
* Liaise with client\’s accountants and solicitors where necessary.
* Be a main point of contact for clients alongside advisers and answer their queries as far as possible to reduce adviser time spent on telephone queries.
* Undertake product research across the whole of the market, in areas such as Pensions, Investments and Protection
* Undertake fund research, sometimes putting together bespoke fund recommendations
* Support the administrative team, ensuring that all systems, software and processes are understood in full in order that work can be picked up when the team is extremely busy, or when certain staff members are absent.
* Be a central figure in the team to ensure that cases are managed as they make their way around the team.
* Write suitability reports
If you believe you could be the right fit, please apply to be considered for this opportunity. We would be happy to discuss the role in more detail and also identify your specific skills and motivations.
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Paraplanner - Croydon employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Croydon
✨Tip Number 1
Network like a pro! Reach out to current paraplanners or financial advisers on LinkedIn. Ask them about their experiences and any tips they might have for landing a role in this field.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions so you can showcase your knowledge confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send 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! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Paraplanner - Croydon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight relevant experience, especially in financial planning and client communication. 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 excited about this role and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Showcase Your Research Skills: Since product and fund research is key in this role, mention any relevant experience or tools you’ve used. We’re keen to know how you approach research and analysis, so don’t hold back!
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 get the best experience possible. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions, investments, and protection. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Be Client-Focused
Since you'll be a main point of contact for clients, think about how you can demonstrate your communication skills. Prepare examples of how you've effectively managed client relationships in the past, as this will highlight your ability to keep clients informed and satisfied.
✨Show Team Spirit
This role requires collaboration with advisers and administrative teams. Be ready to share experiences where you've worked well in a team setting, and how you’ve supported colleagues during busy times. This will illustrate your adaptability and commitment to teamwork.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the company culture, the tools they use for product research, or how they support their paraplanners. It shows your interest in the role and helps you assess if it's the right fit for you.
