At a Glance
- Tasks: Conduct research, prepare financial reports, and support clients with expert advice.
- Company: Reputable financial planning firm known for its supportive culture.
- Benefits: Attractive salary, great benefits, and hybrid working options.
- Other info: Join a team that values integrity and continuous improvement.
- Why this job: Advance your career in a dynamic environment while making a real impact.
- Qualifications: Experience in financial planning, strong report writing, and analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Our client, a highly reputable and long-established financial planning firm, is currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner.
Key Responsibilities
- Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
- Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
- Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
- Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
- Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
- Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
- Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.
Knowledge & Experience
- Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.
- Proficiency in writing complex reports and conducting detailed case assessments.
- Ability to analyse information, identify key insights, and make well-supported recommendations.
- In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.
The ideal candidate will ideally hold Chartered status, have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well-regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working.
Senior Paraplanner - Hybrid Working in Lytham St Annes employer: Burton Recruitment
Join a forward-thinking company that values innovation and employee growth, offering a competitive salary and generous benefits including annual leave for your birthday and a pension scheme from day one. Our supportive work culture encourages knowledge-sharing and mentorship, ensuring you have the resources to excel in your role as a Senior NAV/BC Developer while working with cutting-edge Microsoft technologies in a remote setting.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner - Hybrid Working in Lytham St Annes
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burton Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner - Hybrid Working in Lytham St Annes
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burton Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burton Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burton Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burton Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burton Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burton Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
