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- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Rapidly expanding national IFA brand with a friendly team culture.
- Benefits: 25 days holiday, e-discounts, electric car scheme, and life assurance.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial advice and strong report writing skills required.
- Other info: Flexible work environment with opportunities for career 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 Stoke on Trent 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 Stoke-on-Trent employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Stoke-on-Trent
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. Think about how you can showcase your report writing skills and client service experience. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your tech-savviness! Familiarise yourself with the software commonly used in the industry, like Word and Excel. During interviews, mention any specific tools you've used to manage client records or produce reports, as this will demonstrate your readiness for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, get your application in and let’s get the ball rolling on your new career!
We think you need these skills to ace Paraplanner in Stoke-on-Trent
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 us how your skills align with our needs!
Showcase Your Communication Skills: Since outstanding communication is key for this role, don’t shy away from demonstrating your ability to produce clear and concise business correspondence. Proofread your application to ensure it’s free from errors – we love attention to detail!
Be Professional Yet Friendly: We’re after someone who can maintain a professional demeanor while being approachable. Let your personality shine through in your application, but keep it relevant to the role. We want to see the real you!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and legislation. Being able to discuss recent changes or trends in the industry will show that you're not just qualified, but genuinely interested in the field.
✨Showcase Your Report Writing Skills
Since writing Financial Planning Reports is a key part of the role, prepare a few examples of your previous work. Be ready to discuss your approach to report writing and how you ensure accuracy and compliance.
✨Demonstrate Team Spirit
This role involves working closely with Financial Planners, so be prepared to talk about your experience in team settings. Share examples of how you've supported colleagues and contributed to a positive team environment.
✨Be Ready for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare to discuss how you would handle specific queries or challenges, showcasing your problem-solving skills and client service ethos.
