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- Tasks: Conduct research, prepare reports, and support financial advisors in delivering exceptional client service.
- Company: Reputable financial planning firm with a supportive and collaborative culture.
- Benefits: Attractive salary, great benefits, and hybrid working options.
- Why this job: Advance your career while making a real impact in financial planning.
- Qualifications: Experience in financial planning, strong report writing, and analytical skills.
- Other info: Join a dynamic team focused on continuous improvement and client success.
The predicted salary is between 36000 - 60000 £ 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 include:
- 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 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 that offers an attractive salary, great benefits, and hybrid working.
Paraplanner - Hybrid Working in Preston employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid Working in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and compliance regulations. We want you to feel confident discussing these topics, as they’re crucial for the role. Practice common interview questions with a friend to nail your delivery!
✨Tip Number 3
Showcase your report-writing skills! Bring along samples of your previous work to demonstrate your ability to prepare detailed financial reports. This will give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and take the time to connect with us directly.
We think you need these skills to ace Paraplanner - Hybrid Working in Preston
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!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background aligns with our needs. Don’t forget to mention your understanding of compliance and technical support!
Showcase Your Research Skills: Since research is key for this role, consider including examples of how you've conducted thorough research in previous positions. This will demonstrate your ability to support advisory services effectively.
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 from our team!
How to prepare for a job interview at Burton Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, pensions, and tax planning. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to the team.
✨Prepare Your Reports
Since report preparation is key in this role, practice writing a sample financial report or two. This will help you articulate your thought process during the interview and demonstrate your proficiency in creating detailed analyses.
✨Showcase Your Client Skills
Think of examples where you've built strong client relationships or provided exceptional service. Be ready to share these stories, as they highlight your ability to nurture client connections, which is crucial for this position.
✨Team Player Mindset
This role involves collaboration with advisors and administrative staff. Prepare to discuss how you've successfully worked in teams before, and be ready to share how you can contribute to a positive team dynamic at the firm.
