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For Companies At a Glance
- Tasks: Prepare research and reports to support financial advisers in delivering top-notch client advice.
- Company: Join a successful and established firm of Financial Planners in Cheadle, Cheshire.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in the financial services industry while enhancing your skills.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Proactive team culture with opportunities for career progression.
The predicted salary is between 36000 - 60000 £ per year.
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
- To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
- To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
- To assist the Technical Services Manager in mitigating and highlighting any risks to the business.
- To provide relevant MI data when requested to the Management Team.
Responsibilities
- Research, Technical Support, Written Reports and the Preparation of Advice:
- To provide technical support, highlighting areas of possible business to Advisers.
- To use the approved research tools to provide the adviser with research to support their recommendations.
- To analyse and research options for the advisers including products and providers as necessary.
- To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning.
- To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner.
- To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate.
- To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant.
- Assisting the Technical Services Manager in mitigating and highlighting any risks to the company:
- Provide support to the Technical and Services Manager as required.
- Assist other colleagues with any technical and compliance queries as required.
- Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained.
- Flag any areas or processes where processes are missing or inefficient.
- Provide any MI data requested by the management team in a timely fashion as required.
Other Duties
- To proactively suggest improvements for the continuing progression of the team and the Company.
- Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager.
- Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company.
- Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate.
Skills required
- Strong technical knowledge of financial services.
- Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients.
- Effective technical and product research using own initiative where appropriate.
- Ability to manage time and your own workload as well as working in a team.
- Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards.
- In depth understanding of compliance within Financial Services.
- Microsoft Office, including, Excel, Word, PowerPoint and Publisher.
Qualifications
- Diploma in Financial Services (or working towards equivalent).
Knowledge
- An understanding of Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning.
Experience
- A minimum of two years experience in Financial Services.
If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.
Paraplanner in Cheadle Hulme employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cheadle Hulme
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss topics like Mortgages, Pensions, and Compliance. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored opportunities that suit your skills as a Paraplanner. We’ve got your back!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
We think you need these skills to ace Paraplanner in Cheadle Hulme
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Technical Skills: Since this role requires strong technical knowledge, don’t shy away from showcasing your expertise in financial products and compliance. Use examples from your past work to demonstrate your ability to deliver high-quality reports and support advisers effectively.
Keep It Clear and Concise: When writing your application, clarity is key! Use straightforward language and structure your thoughts logically. We appreciate a well-organised application that makes it easy for us to see your qualifications at a glance.
Apply Through Our Website: We encourage you to apply directly through our website. This way, your application will be processed faster, and we can get in touch with you within 24 hours. Don’t miss out on this opportunity to join our fantastic team!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial services. Be prepared to discuss specific areas like Mortgages, Pensions, and Inheritance Tax Planning. This will show that you’re not just familiar with the terms but can actually apply them in real scenarios.
✨Showcase Your Communication Skills
Since the role involves liaising with advisers and clients, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've effectively communicated complex information in the past. This will demonstrate your ability to convey important details succinctly.
✨Demonstrate Your Research Skills
Be ready to talk about the research tools you’ve used and how you’ve applied them to support advisers. Consider bringing a sample report or two (with sensitive info redacted) to showcase your ability to deliver high-quality written reports in a timely manner.
✨Highlight Your Team Spirit
This role requires collaboration, so think of examples where you’ve worked well in a team. Discuss how you’ve assisted colleagues with technical queries or contributed to improving processes. This will show that you’re not just a lone wolf but a team player who adds value to the group.
