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- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Join a rapidly expanding national IFA brand in Maidstone.
- Benefits: Enjoy 25 days holiday, e-discounts, and a flexible work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial advice and strong report writing skills required.
- Other info: Dynamic team atmosphere with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Paraplanner to join their Maidstone Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Job Responsibilities
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Requirements
- Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/ adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave.
- E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
Paraplanner in Maidstone employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Maidstone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work as Paraplanners or Financial Planners. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client service skills. Be ready to discuss how you can support Financial Planners and enhance client experiences. Show them you’re the motivated and professional candidate they need!
✨Tip Number 3
Don’t forget to showcase your organisational and multi-tasking abilities during interviews. Share examples of how you've managed workloads and prioritised tasks in previous roles. This will demonstrate that you can handle the varied responsibilities of a Paraplanner.
✨Tip Number 4
Apply through our website for a smoother process! We want to see your application, and applying directly helps us keep track of your progress. Plus, it shows you're keen on joining our team at StudySmarter!
We think you need these skills to ace Paraplanner in Maidstone
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial advice and report writing, as this is what we’re really looking for!
Show Off Your Skills: Don’t be shy about showcasing your communication and organisational skills. We want to see how you can manage workloads and support our Planners effectively.
Be Professional Yet Friendly: Remember, we value a friendly and professional attitude. Let your personality shine through while maintaining a level of professionalism in your written application.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around products and legislation. Being able to discuss recent changes or trends in the industry will show that you're not just a candidate, but someone who is genuinely interested and informed.
✨Showcase Your Report Writing Skills
Since writing Financial Planning Reports is a key part of the role, be prepared to discuss your experience with report writing. Bring examples if possible, and highlight your attention to detail and ability to communicate complex information clearly.
✨Demonstrate Team Spirit
This role involves working closely with Financial Planners, so it's important to convey your teamwork skills. Share examples of how you've successfully collaborated in the past and how you can support others while managing your own tasks.
✨Be Client-Focused
Emphasise your commitment to excellent client service. Prepare to discuss how you've handled client queries or challenges in the past, and how you ensure that clients feel valued and understood throughout the financial advice process.
