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- Tasks: Support paraplanners and advisers in delivering top-notch financial planning services.
- Company: Join a firm dedicated to training and professional development in financial planning.
- Benefits: Enjoy a supportive team environment and opportunities for growth and learning.
- Why this job: Make a real impact on clients' financial journeys while developing your skills.
- Qualifications: Good communication, organizational skills, and a commitment to ethical standards required.
- Other info: Ideal for those pursuing the Level 4 Diploma in Financial Planning.
The predicted salary is between 28800 - 43200 £ per year.
The role Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing. You should possess the following skills and attributes: Good written and verbal communication skills. Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture. Good organisational abilities. Good attention to detail. Good experience in navigating and utilising tools/reporting on common platform providers Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc). Commitment to maintaining the highest ethical standards. Commitment to continued professional development. To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning. This is an excellent opportunity to join a firm where they believe in training and development is part and parcel of t…
Paraplanning Support Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Support Administrator
✨Tip Number 1
Familiarize yourself with the financial planning process and the specific tools used by paraplanners. Understanding how to prepare for annual review meetings and what information is crucial will set you apart.
✨Tip Number 2
Enhance your communication skills by practicing how to convey complex information clearly and concisely. This will be vital when liaising with paraplanners and advisers.
✨Tip Number 3
Showcase your organizational abilities by developing a system for managing multiple tasks and deadlines. Being able to demonstrate this skill during the interview can make a strong impression.
✨Tip Number 4
Engage in continuous professional development related to financial planning. Mention any relevant courses or certifications you are pursuing, as this shows your commitment to the field.
We think you need these skills to ace Paraplanning Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Paraplanning Support Administrator. Emphasize your communication skills, attention to detail, and any experience with financial planning or administration.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific examples of how your background and skills make you a great fit for supporting paraplanners and financial advisers.
Highlight Relevant Skills: In your application, clearly outline your proficiency with tools like Microsoft Word, Excel, and SharePoint. Provide examples of how you've used these tools in previous roles to support your team and improve processes.
Show Commitment to Professional Development: Mention any ongoing education or certifications you are pursuing, such as the Level 4 Diploma in Financial Planning. This demonstrates your commitment to the field and your desire to grow within the role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Communication Skills
Since the role requires good written and verbal communication skills, be prepared to demonstrate these during the interview. Practice articulating your thoughts clearly and concisely, and consider sharing examples of how you've effectively communicated in previous roles.
✨Highlight Your Team Player Attitude
The company values a supportive team environment. Be ready to discuss instances where you collaborated with others, supported your colleagues, or contributed to a positive workplace culture. This will show that you align with their values.
✨Demonstrate Your Organizational Skills
Organizational abilities are crucial for this position. Prepare to talk about how you manage your time and prioritize tasks. You might want to share specific tools or methods you use to stay organized, especially in a fast-paced environment.
✨Familiarize Yourself with Financial Planning Tools
Since the role involves navigating common platform providers, brush up on your knowledge of relevant tools and software. If you have experience with Microsoft Word, Excel, SharePoint, or Teams, be sure to mention it and provide examples of how you've used these tools effectively.
