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For Companies At a Glance
- Tasks: Conduct research, prepare reports, and support financial advisors in delivering exceptional client service.
- Company: Reputable financial planning firm with a focus on growth and client-centric service.
- Benefits: Attractive salary, great benefits, and hybrid working options for flexibility.
- Why this job: Advance your career in a supportive environment while making a real impact on clients' financial futures.
- Qualifications: Experience in financial planning, strong report writing, and excellent communication skills.
- Other info: Join a dynamic team committed to professional integrity and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – HYBRID WORKING
Our client, a highly reputable and long‑established financial planning firm are 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.
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Paraplanner - Hybrid Working employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid Working
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a paraplanner role!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client service and compliance. Be ready to discuss how your experience aligns with their needs, and don’t forget to showcase your report-writing skills!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your fit for the role. It shows you’re genuinely interested and keeps you top of mind.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that paraplanner position!
We think you need these skills to ace Paraplanner - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience in financial planning, report writing, and client service to show us you're the perfect fit for the Paraplanner role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background aligns with our values. Don’t forget to mention your commitment to compliance and client-centric service!
Showcase Your Technical Skills: Since we’re looking for someone with strong technical support abilities, make sure to include any relevant software or tools you’ve used in your previous roles. This will help us see how you can contribute to our team right away.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process. We can’t wait to hear from you!
How to prepare for a job interview at Burton Recruitment
✨Know Your Financial Products
Before the interview, brush up on your knowledge of financial products and services. Be prepared to discuss specific examples of how you've researched and analysed these products in the past, as this will show your expertise and commitment to client-centric service.
✨Prepare Detailed Reports
Since report preparation is a key responsibility, practice discussing your experience with creating financial reports. Bring examples of your work if possible, and be ready to explain your process for conducting cash flow analysis and suitability reports.
✨Showcase Your Client Relationship Skills
Think of instances where you've built strong client relationships. Be ready to share stories that highlight your communication skills and how you’ve responded to client inquiries, demonstrating your ability to provide valuable support.
✨Emphasise Compliance Knowledge
Familiarise yourself with the regulatory standards relevant to the role. During the interview, discuss how you ensure compliance in your work and any experiences you have had maintaining accurate client records and documentation.
