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- Tasks: Support financial advisers with research, client reports, and administrative tasks.
- Company: Join a well-established Financial Planning firm in Guildford.
- Benefits: Enjoy competitive salary, great benefits, and potential for remote work.
- Why this job: Be part of a successful team making a real impact on clients' financial futures.
- Qualifications: Minimum two years in a similar role; diploma level qualified preferred.
- Other info: Experience with Intelliflo and CRM systems is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Blakemore Recruitment are proud to be assisting a well established Financial Planning firm recruit for their next Paralanner to join their successful team based in Guildford.
Responsibilities
Key responsibilities include:
Competence / Knowledge / Skills required
Great benefits and a competitive salary is on offer.
If you believe this could be the right role for you please apply to be considered for this opportunity.
Paraplanner - Guildford employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Guildford
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as paraplanners or advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software and tools mentioned in the job description, such as Intelliflo and CRM systems. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your experience in client administration and the advice process during interviews. Think of specific examples where you successfully supported advisers or managed client relationships to showcase your relevant skills.
✨Tip Number 4
Stay updated on the latest trends and regulatory changes in the financial planning sector. This knowledge will not only help you in interviews but also show your enthusiasm for the industry and your readiness to contribute to the team.
We think you need these skills to ace Paraplanner - Guildford
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks mentioned in the job description, such as producing Client Suitability Reports and managing client relationships.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services, particularly any roles that involved client administration or technical support. Emphasise your qualifications, especially if you have a Diploma or are close to achieving one.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're a great fit for the role. Mention specific experiences that relate to the job responsibilities, such as preparing financial analyses or liaising with clients.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your attention to detail.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and the advice process. Be prepared to discuss how you would approach client situations and the regulatory requirements involved.
✨Demonstrate Your Technical Skills
Since the role requires technical support, be ready to showcase your experience with financial planning tools and software like Intelliflo. Bring examples of how you've used these tools in previous roles.
✨Prepare for Client Interaction Scenarios
Think about how you would handle client calls and inquiries. Prepare to discuss past experiences where you successfully managed client relationships and provided technical information.
✨Showcase Your Teamwork Abilities
This position involves liaising with advisers regularly. Be ready to talk about how you collaborate with others, share updates, and work on cases as part of a team.
