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- Tasks: Conduct research, prepare reports, and build client relationships in a dynamic financial planning environment.
- Company: Join a reputable financial planning firm known for its commitment to excellence and client service.
- Benefits: Enjoy competitive salary, flexible working options, and opportunities for professional growth.
- Why this job: Make a real impact while working in a supportive team that values continuous learning and development.
- Qualifications: Experience in financial planning, strong report writing skills, and a proactive approach to client service.
- Other info: This hybrid role offers the perfect blend of teamwork and independence.
The predicted salary is between 28800 - 48000 £ per year.
Our client, a hugely reputable and long-established financial planning firm, are currently expanding their team due to ongoing growth and success and are actively seeking an experienced and dedicated Paraplanner.
The ideal candidate will 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.
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.
- Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products.
- Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.
- 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.
- Commitment to continuous learning, with a proactive approach to developing and applying new skills.
- In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.
- Competitive salary and benefits.
- Opportunities for professional growth within a supportive and forward-thinking team.
- Flexible working options to promote work-life balance.
This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well-regarded and supportive financial planning firm. If you’re dedicated, knowledgeable, and eager to make an impact, we’d love to hear from you.
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
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only enhance your knowledge but also demonstrate your commitment to continuous learning, which is highly valued in this role.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with others in the field. This can provide insights into the company culture and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in client relationship management. Be ready to share specific examples of how you've built and maintained strong client relationships, as this is a key aspect of the paraplanner role.
✨Tip Number 4
Showcase your report writing skills during the interview. Bring along samples of complex reports you've prepared in the past, as this will highlight your proficiency and attention to detail, which are crucial for this position.
We think you need these skills to ace Paraplanner - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and advisory services. Emphasise your skills in report writing, client relationship management, and compliance to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and professional integrity. Mention specific examples of how you've contributed to team success and improved client outcomes in previous roles.
Highlight Industry Knowledge: In your application, demonstrate your understanding of pensions, retirement planning, and tax regulations. This will show your commitment to continuous learning and your ability to provide valuable insights.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism, which are crucial for a Paraplanner role.
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.
✨Demonstrate Report Writing Proficiency
Since report preparation is a key responsibility, bring examples of complex reports you've written in the past. Be ready to explain your process for creating detailed financial reports and how you ensure compliance.
✨Emphasise Client Relationship Building
Talk about your experience in nurturing client relationships. Share specific examples of how you've responded to client inquiries and provided valuable support, showcasing your commitment to client-centric service.
✨Highlight Team Collaboration Experience
Discuss your ability to work effectively within a team. Provide examples of how you've collaborated with financial advisors and administrative staff to achieve exceptional client outcomes, demonstrating your teamwork skills.
