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- Tasks: As a Paraplanner, you'll support financial advisors with research and report writing.
- Company: Join a successful St. James's Place Partner Practice known for exceptional client service.
- Benefits: Enjoy remote work flexibility and competitive salary up to £50,000 based on experience.
- Why this job: This role offers variety, professional growth, and the chance to make a real impact.
- Qualifications: Experience as a Paraplanner is essential; strong communication skills are a must.
- Other info: Flexible hours available, perfect for balancing studies or other commitments.
The predicted salary is between 30000 - 70000 £ per year.
Paraplanner Hampshire | Hybrid Working | Financial Planning Burgh Recruitment is working with a growing financial planning firm in Hampshire that is seeking an experienced Paraplanner . This role offers a collaborative environment and hybrid working. Role overview: Producing suitability reports and technical documentation Conducting research and cashflow modelling Supporting advisers with complex cases Ensuring regulatory compliance About you: Previous paraplanning experience Diploma qualified or working towards Strong technical and analytical skills Whats on offer: Hybrid working Competitive salary – Up to £45,000 (DoE) Long-term career progression
Paraplanner employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific investment and retirement products offered by St. James's Place. Understanding their unique offerings will help you demonstrate your knowledge during any discussions or interviews.
✨Tip Number 2
Network with current or former employees of St. James's Place to gain insights into the company culture and expectations for a Paraplanner. This can provide you with valuable information that can set you apart from other candidates.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning and paraplanning. Being knowledgeable about current industry standards will show your commitment to professional development and enhance your credibility.
✨Tip Number 4
Prepare thoughtful questions to ask during the interview process. This not only shows your interest in the role but also allows you to assess if the company aligns with your career goals and values.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your experience in providing investment and retirement solutions, as well as your ability to deliver excellent client service.
Tailor Your CV: Make sure your CV reflects your relevant experience and skills specific to the Paraplanner role. Include any qualifications or certifications that are pertinent to financial planning and paraplanning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you want to work with St. James's Place Partner Practice and how your background aligns with their values and services.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Products
As a Paraplanner, you'll need to demonstrate a solid understanding of various investment and retirement products. Brush up on the latest offerings and be prepared to discuss how they can benefit clients.
✨Showcase Your Analytical Skills
Highlight your ability to analyse financial data and create comprehensive reports. Be ready to provide examples of how you've successfully supported financial advisers in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to navigate complex client situations and how you resolved them.
✨Emphasise Communication Skills
Effective communication is key in this role. Be prepared to discuss how you convey complex financial information to clients and colleagues, ensuring clarity and understanding.
