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- Tasks: Prepare reports, conduct research, and support financial advisers in delivering advice.
- Company: Join a well-established financial planning firm in Durham with a strong reputation.
- Benefits: Enjoy a competitive salary, hybrid working, 25 days holiday, and a clear progression path.
- Why this job: Be part of a collaborative team culture with opportunities for personal and professional growth.
- Qualifications: Experience in financial administration or paraplanning; diploma in Financial Planning preferred.
- Other info: All levels of experience will be considered, making it an inclusive opportunity.
The predicted salary is between 30000 - 42000 £ per year.
We are working with a well-established financial planning firm in Durham seeking a Paraplanner to support their team of advisers in delivering high-quality, client-focused financial advice. The role is best suited to someone with experience in the sector; however, all levels of experience will be considered.
What You'll Do:
- Prepare detailed and compliant suitability reports and recommendations
- Conduct research and analysis on a wide range of financial products
- Collaborate closely with Financial Advisers and Administrators
- Support the advice process from initial fact-find through to implementation
What We're Looking For:
- Experience working as a financial administrator or paraplanner in a financial planning or wealth management firm
- Diploma in Financial Planning (or working towards it)
- Strong technical knowledge and understanding of financial planning solutions
- Excellent communication and report writing skills
What You'll Get:
- Competitive salary based on experience
- Hybrid working model flexibility to work from home and the Durham office
- 25 days holiday plus bank holidays
- Clear progression path with support for further qualifications and development
- Collaborative, supportive team culture with regular events
Paraplanner employer: BMC Recruitment Group Ltd
Contact Detail:
BMC Recruitment Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector. Attend local events or join online forums where you can connect with current paraplanners and financial advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported financial advisers in the past. Highlighting your experience with suitability reports and client interactions can set you apart from other candidates.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all your interactions. Whether it's during a phone call or a video interview, effective communication is key in this role, so practice articulating your thoughts.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or as a paraplanner. Emphasise your technical knowledge and any qualifications, such as a Diploma in Financial Planning, to align with the job requirements.
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 where you've supported advisers or prepared suitability reports, demonstrating your understanding of the advice process.
Highlight Relevant Skills: In your application, focus on your analytical abilities and attention to detail, as these are crucial for conducting research and preparing compliant reports. Use examples from your past roles to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application to eliminate any errors. A well-written application reflects your professionalism and attention to detail, which is essential in the financial sector.
How to prepare for a job interview at BMC Recruitment Group Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, having strong technical knowledge is crucial. Be prepared to discuss your understanding of financial planning solutions and how you've applied this knowledge in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to conduct research and analysis. Think of examples from your past experience where you successfully supported advisers or created compliant reports.
✨Demonstrate Your Communication Skills
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. You might also want to prepare a sample report to showcase your writing skills.
✨Research the Company Culture
Understanding the firm's culture can help you align your answers with their values. Look into their collaborative environment and think about how your experiences and work style fit into that culture.
