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- Tasks: Support financial advisors in creating tailored financial plans for clients.
- Company: Join a personalised Wealth Management firm focused on expert financial planning.
- Benefits: Enjoy a permanent role with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team making a real impact on clients' financial futures.
- Qualifications: Chartered status or working towards it, plus 5 years in a technical paraplanner role.
- Other info: Ideal for detail-oriented individuals with strong analytical and communication skills.
The predicted salary is between 36000 - 60000 £ per year.
Direct Response Employment Services are recruiting for a Technical Paraplanner to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specialising in expert financial planning advice for business owners, and private clients. As a Paraplanner you will work closely with our financial advisors to provide exceptional support in developing comprehensive financial plans for our diverse clientele. Your attention to detail, strong analytical skills, and ability to communicate effectively will be invaluable as you assist in gathering, analysing, and organising client information. On Offer: * Assist financial advisors in developing detailed financial plans for clients. * Gather and analyse financial data from clients to inform planning decisions. * Prepare reports and documentation necessary for client meetings. * Conduct research on investment products, insurance policies, and tax strategies. * Maintain accurate and organised client files and records for compliance purposes. * Coordinate and schedule client meetings to discuss financial plan progress. * Continuously update and refine financial plans as clients’ needs and circumstances change. What we are looking for: * Chartered status or working towards this. * 5 years experience within a technical paraplanner role. * Excellent written and verbal communication abilities. * Excellent IT skills. On Offer: * Salary: £40,000 – £50,000 depending on experience (Plus discretionary bonus) * 23 days holiday plus bank holiday, increasing with length on service. * Group Life Cover * Group income protection * Wellness programmes * Paid Sick leave * Ongoing support and training Please note this role offers a 50% split of home working and office working once full induction is completed. If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat
Technical Paraplanner employer: Direct Response Employment Services
Contact Detail:
Direct Response Employment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with financial advisors and paraplanners. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools. Being proficient in these technologies can set you apart from other candidates and demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience during interviews. Highlight how your analytical skills and attention to detail have positively impacted client outcomes in your past roles.
✨Tip Number 4
Research the company’s values and approach to wealth management. Tailor your conversations to reflect how your personal philosophy aligns with theirs, showing that you are not just a fit for the role but also for their team culture.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your analytical skills and any specific achievements that demonstrate your ability to support financial advisors effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention your experience with client data analysis and how you can contribute to developing comprehensive financial plans.
Highlight Relevant Qualifications: If you have chartered status or are working towards it, make this prominent in your application. Also, include any other relevant qualifications or training that align with the requirements of the Technical Paraplanner position.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively communicated complex financial information to clients or colleagues in the past.
How to prepare for a job interview at Direct Response Employment Services
✨Showcase Your Analytical Skills
As a Technical Paraplanner, your analytical skills are crucial. Be prepared to discuss specific examples of how you've gathered and analysed financial data in previous roles. Highlight any tools or methodologies you used to ensure accuracy and efficiency.
✨Demonstrate Attention to Detail
Attention to detail is key in this role. During the interview, mention instances where your meticulous nature helped prevent errors or improved client outcomes. Bring along samples of reports or documentation you've prepared to illustrate your thoroughness.
✨Communicate Effectively
Effective communication is vital when working with financial advisors and clients. Practice explaining complex financial concepts in simple terms. You might even role-play a scenario where you present a financial plan to a client to showcase your communication skills.
✨Research the Company and Its Clients
Before the interview, take time to research the Wealth Management company and its clientele. Understanding their approach to financial planning will allow you to tailor your responses and demonstrate your genuine interest in the role and the company’s mission.
