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- Tasks: Join our team as a Paraplanner and support advisers with client meetings and data analysis.
- Company: Work for a prestigious, forward-thinking Financial Services firm in Nottingham or Wilmslow.
- Benefits: Enjoy a salary up to £45k, 25 days annual leave, and a pension scheme with employer contributions.
- Why this job: This role offers a chance to grow in financial services while making a real impact for clients.
- Qualifications: You need a Level 4 Diploma in Financial Services and strong communication skills.
- Other info: Ideal for those looking to advance their career in a dynamic and supportive environment.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Up to £45k DOE
Our client a prestigious and forward-thinking Financial Services firm are seeking a Paraplanner to join their team based in either Nottingham or Wilmslow.
Paraplanner responsibilities include:
- Receiving instructions during debriefings from advisers following client meetings
- Analysing data and using research tools to provide solutions to meet client needs and objectives
- Providing records to support research undertaken
- Load cases onto relevant platforms in a suitable manner and fully debrief the administrator and consultant along the way
Paraplanner skills and qualifications:
- Level 4 Diploma in Financial Services and ideally working towards Level 6
- Demonstrate practical awareness and up-to-date knowledge of retail financial products
- Deliver effective and positive communication
- Demonstrate competent use of IT
Paraplanner benefits include:
- Up to £45k DOE
- 25 days annual leave + bank holidays
- Pension Scheme 3% employer contribution
- SSP
- DIS x 2 salary
Recruitment Consultant: Charlotte Coke
Paraplanner employer: Cathedral Appointments | South West Recruitment
Contact Detail:
Cathedral Appointments | South West 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 retail financial products. This will not only help you in interviews but also show that you're proactive and knowledgeable about the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who are already working as paraplanners. They can provide insights into the role and may even refer you to opportunities.
✨Tip Number 3
Practice your communication skills, both verbal and written. Being able to convey complex information clearly is crucial for a paraplanner, so consider joining a local speaking group or taking a course.
✨Tip Number 4
Stay updated on regulatory changes in the financial services industry. This knowledge will demonstrate your commitment to the field and your ability to adapt to new requirements.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and qualifications required for the Paraplanner position. Tailor your application to highlight how your skills and experiences align with these requirements.
Highlight Relevant Qualifications: Emphasize your Level 4 Diploma in Financial Services and any progress towards Level 6. Mention any relevant certifications or training that demonstrate your knowledge of retail financial products.
Showcase Communication Skills: Since effective communication is key in this role, provide examples in your application that demonstrate your ability to communicate clearly and positively, both in writing and verbally.
Detail Your IT Competence: Mention your proficiency with relevant IT tools and platforms. If you have experience using specific research tools or case management systems, be sure to include that in your application.
How to prepare for a job interview at Cathedral Appointments | South West Recruitment
✨Show Your Knowledge of Financial Products
Make sure to brush up on your knowledge of retail financial products. Be prepared to discuss how you stay updated with industry trends and any recent changes in regulations that could impact client needs.
✨Demonstrate Your Analytical Skills
During the interview, be ready to showcase your analytical abilities. You might be asked to analyze a case study or provide solutions based on hypothetical client scenarios, so practice articulating your thought process clearly.
✨Communicate Effectively
Effective communication is key for a Paraplanner. Practice explaining complex financial concepts in simple terms, as you may need to convey information to clients or colleagues who are not as familiar with the details.
✨Prepare Questions for the Interviewer
Have a list of insightful questions ready for the interviewer. This shows your genuine interest in the role and helps you understand the company culture and expectations better.
