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- Tasks: Support financial advisers by conducting research and preparing recommendation reports.
- Company: Join a UK-wide organisation dedicated to delivering top-notch financial services.
- Benefits: Enjoy flexible benefits, hybrid work options, pension, and life insurance.
- Why this job: Be part of a supportive team that values your input and fosters professional growth.
- Qualifications: Experience in IFA/Wealth Management and working towards a Diploma in Financial Planning required.
- Other info: This is a full-time permanent role based in Aberdeen.
The predicted salary is between 24000 - 33600 £ per year.
Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for a Paraplanner to join on a full-time permanent basis. You will primarily be responsible for supporting the organisation to ensure an efficient service to all customers.
In Return You’ll Receive:
- Flexible benefits to suit your lifestyle including buy and sell holidays
- Hybrid
- Pension
- Income protection
- Life insurance
Paraplanner Responsibilities:
- Providing research, analysis & technical support
- Preparing recommendation reports and maintaining client records
- Analysing clients’ circumstances, objectives & risk profile
- Identifying missing client information pertinent to formulating recommendations
- Liaising with financial advisers to query/challenge proposed recommendations where necessary
- Prepare information/comparisons, ready for analysis by the adviser
- Cashflow modelling analysis
- Maintaining accurate and up-to-date client and plan records on back-office system
- Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
- Handling of other reasonable duties, as defined by the Senior Management Team
Required Skills & Experience:
- Experience in an IFA/Wealth Management environment
- Must hold or be working toward a Diploma in Financial Planning
- Proven experience in a similar role
- Team player
- Organisational skills
- Excellent customer service skills
- Excellent problem-solving skills
If you are interested in finding out about this exciting Paraplanner opportunity, please click ‘apply now’.
Paraplanner - Aberdeen employer: Chase and Holland Recruitment Ltd
Contact Detail:
Chase and Holland Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Aberdeen
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and tools used in paraplanning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field during interviews.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully supported financial advisers or clients in the past. Highlight your problem-solving skills and how you’ve contributed to efficient service delivery in previous roles.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Tailor your conversations during interviews to reflect how your personal values align with theirs, showcasing that you would be a great fit for their team.
We think you need these skills to ace Paraplanner - Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the IFA or Wealth Management environment. Emphasise your organisational skills and any customer service roles you've held, as these are crucial for the Paraplanner position.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities listed in the job description. Mention your experience with research, analysis, and technical support, and how these skills will benefit the organisation.
Highlight Relevant Qualifications: If you hold or are working towards a Diploma in Financial Planning, make sure to mention this prominently in your application. This qualification is essential for the role and should be clearly stated.
Showcase Problem-Solving Skills: In your application, provide examples of how you've successfully solved problems in previous roles. This will demonstrate your ability to handle challenges effectively, which is a key requirement for the Paraplanner position.
How to prepare for a job interview at Chase and Holland Recruitment Ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially if you're working towards a Diploma in Financial Planning. Be prepared to discuss key concepts and how they apply to real-world scenarios, as this will demonstrate your expertise and commitment to the role.
✨Showcase Your Analytical Skills
As a Paraplanner, you'll need to analyse clients' circumstances and risk profiles. Prepare examples from your past experience where you've successfully conducted research or analysis, and be ready to explain your thought process during the interview.
✨Demonstrate Teamwork and Communication
This role requires liaising with financial advisers, so it's crucial to highlight your teamwork and communication skills. Think of instances where you've collaborated effectively with others, and be ready to discuss how you handle feedback and challenges.
✨Prepare Questions for the Interviewer
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and expectations for the Paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
