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- Tasks: Support Advisors by writing Suitability Letters and managing case progress.
- Company: Join a dynamic financial services firm in London, known for its collaborative culture.
- Benefits: Enjoy a hybrid work model, competitive salary, and professional development opportunities.
- Why this job: Gain valuable experience in finance while working with a supportive team in a vibrant environment.
- Qualifications: No specific qualifications required; just a passion for finance and strong communication skills.
- Other info: This is a 9-month fixed-term contract, perfect for gaining industry experience.
The predicted salary is between 18000 - 24000 £ per year.
Hours: Full time, 9 month contract
Location - London / Hybrid (3 days in office)
Salary - up to £30,000 pro rata
Working in collaboration with the Advisors and other colleagues, the Paraplanner will carry out paraplanning tasks, i.e. writing Suitability Letters in line with company policy to ensure cases are progressed within agreed timeframes and SLAs. The role will be required to comply...
Paraplanner - 9 month Fixed Term Contract employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 9 month Fixed Term Contract
✨Tip Number 1
Familiarise yourself with the specific paraplanning tasks mentioned in the job description, such as writing Suitability Letters. Understanding these responsibilities will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with current or former paraplanners to gain insights into the role and the company culture. This can provide you with valuable information that you can use to tailor your approach when applying.
✨Tip Number 3
Stay updated on industry regulations and best practices related to financial advice and paraplanning. Showing that you are knowledgeable about compliance can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to paraplanning tasks. This will help you feel more confident and articulate your thought process clearly.
We think you need these skills to ace Paraplanner - 9 month Fixed Term Contract
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your understanding of writing Suitability Letters and compliance with company policies in your application.
Tailor Your CV: Make sure your CV reflects relevant experience in paraplanning or similar roles. Emphasise skills such as attention to detail, time management, and collaboration with advisors.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific examples of how you have successfully managed tasks similar to those required in this position.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for a Paraplanner.
How to prepare for a job interview at Burgh Recruitment Limited
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does, especially the tasks related to writing Suitability Letters. Familiarise yourself with the company's policies and how they align with the role.
✨Showcase Your Collaboration Skills
Since the role involves working closely with Advisors and colleagues, be prepared to discuss your experience in teamwork. Share examples of how you've successfully collaborated in previous roles.
✨Demonstrate Time Management
The job requires compliance with timeframes and SLAs. Be ready to talk about how you manage your time effectively, perhaps by sharing specific strategies or tools you use to stay organised.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you.
