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- Tasks: Join a dynamic team as a Paraplanner, providing top-notch technical support and client analysis.
- Company: Blakemore Recruitment is a respected financial planning practice in High Wycombe.
- Benefits: Enjoy fantastic perks, including remote work options and career progression opportunities.
- Why this job: This role offers a chance to grow in a collaborative environment while making a real impact.
- Qualifications: Minimum 3 years of Paraplanning experience and working towards or holding Diploma Level 4.
- Other info: Ideal for outgoing individuals who thrive under pressure and enjoy teamwork.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice based near High Wycombe who are looking for a Paraplanner to join their team.
The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, and working towards or at Diploma Level 4 Qualified.
It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.
Requirements:
To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure
general client administration is kept up to date.
You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude.
Personal Requirements:
This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!
Paraplanner - High Wycombe employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - High Wycombe
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend local finance-related events or join online forums to connect with others and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your past work as a Paraplanner. Highlight your experience in fund research, report writing, and client interactions to showcase your skills and how they align with the job requirements.
✨Tip Number 4
Showcase your communication skills by engaging in mock interviews with friends or mentors. Practising how to articulate your thoughts clearly and confidently can make a significant difference in how you present yourself to potential employers.
We think you need these skills to ace Paraplanner - High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, especially the last three years. Include specific examples of your work with investments, pensions, and client meetings to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and enthusiasm for the position. Mention your qualifications, such as working towards or having achieved Diploma Level 4, and explain how your skills align with the company's needs.
Showcase Communication Skills: Since strong communication is essential for this role, ensure your application reflects your ability to convey information clearly. Use proper grammar and structure in your writing to demonstrate your literacy and professionalism.
Highlight Technical Proficiency: Mention your proficiency with Microsoft Office, particularly Excel and Word, as well as any analytical tools you are familiar with. This will show that you have the technical skills necessary for the day-to-day tasks of a Paraplanner.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Make sure to highlight your three years of experience in paraplanning. Be prepared to discuss specific examples of your work, particularly in areas like fund research and writing suitability reports.
✨Demonstrate Communication Skills
As a paraplanner, strong communication is key. Practice articulating complex financial concepts clearly and concisely, as you may need to explain these to clients or team members during the interview.
✨Familiarise Yourself with Financial Products
Brush up on your knowledge of various financial products, including investments, pensions, and trusts. Being able to discuss these confidently will show that you are well-prepared for the role.
✨Exude Positivity and Approachability
Your personality matters! Be sure to convey a positive and approachable demeanour during the interview. This will help demonstrate that you can work well in a team and handle pressure effectively.
