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- Tasks: Join our team as a Paraplanner and dive into research, report prep, and client service.
- Company: Be part of a reputable financial planning firm in Lytham that's growing and thriving.
- Benefits: Enjoy a supportive work culture with opportunities for professional growth and collaboration.
- Why this job: Make a real impact by helping clients while working in a dynamic and friendly environment.
- Qualifications: Looking for detail-oriented pros with experience in financial planning and strong communication skills.
- Other info: This role offers a chance to stay updated on industry trends and enhance your expertise.
The predicted salary is between 36000 - 60000 £ per year.
Our client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a supportive and collaborative environment. 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. • Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products. • Team Collaboration: Work closely with financial advisors and administrative…
Paraplanner employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the latest financial products and regulations. This will not only help you in your role as a Paraplanner but also show us that you're proactive and knowledgeable during the interview.
✨Tip Number 2
Highlight your experience in preparing detailed financial reports. Be ready to discuss specific examples of how your reports have positively impacted client decisions or improved compliance within previous roles.
✨Tip Number 3
Demonstrate your ability to build strong client relationships. Think of instances where you've successfully managed client inquiries or resolved issues, as this will showcase your client service skills.
✨Tip Number 4
Stay updated on industry trends and changes. Being able to discuss recent developments in the financial planning sector during your conversation with us will show your commitment to continuous learning and improvement.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Paraplanner. Focus on your research abilities, report preparation, and client service experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific examples of how you've contributed to compliance and client relationships in previous positions.
Highlight Technical Skills: Emphasize any technical skills or software proficiency you have that are relevant to the role. This could include financial analysis tools or CRM systems that support record keeping and compliance.
Show Industry Knowledge: Demonstrate your awareness of current industry trends and regulatory changes in your application. This shows that you are proactive and committed to staying informed, which is crucial for a Paraplanner.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Research Skills
Be prepared to discuss your approach to conducting thorough research on financial products. Highlight any specific tools or methods you use to stay informed about industry trends and regulatory changes.
✨Prepare Detailed Reports
Since report preparation is a key responsibility, bring examples of financial reports you've created in the past. Be ready to explain your process for cash flow analysis and how you ensure compliance in your recommendations.
✨Demonstrate Client Relationship Building
Think of examples where you've successfully built and nurtured client relationships. Discuss how you handle inquiries and provide support, emphasizing your communication skills and dedication to client service.
✨Emphasize Compliance Knowledge
Familiarize yourself with the regulatory standards relevant to the role. Be prepared to discuss how you ensure that all activities and documentation meet these standards, showcasing your attention to detail and commitment to compliance.
