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- Tasks: Support advisers by conducting research and creating tailored financial reports.
- Company: Join a thriving independent financial planning team known for its success and growth.
- Benefits: Enjoy a collaborative work environment with opportunities for career advancement.
- Why this job: Perfect for those passionate about finance and eager to make a real impact.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, plus 1+ years of experience.
- Other info: Contact Tegan at Dynamite Recruitment for more details!
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for a knowledgeable and motivated Paraplanner to join an independent Financial planning team. This role involves supporting advisers in delivering tailored financial advice through detailed research, analysis, and suitability reporting. Ideal for someone already Level 4 qualified (or working towards it) and keen to grow in a client-focused, regulated environment.
Be part of a wonderful team that is growing due to continued success, who offer fantastic career opportunities.
Key Responsibilities:- Produce client-specific suitability reports based on thorough analysis of fact-finding data
- Research appropriate investment and pension products aligned with client needs
- Work closely with advisers and compliance to ensure advice meets regulatory standards
- Processing new business including pension and ISA switches
- Assist with new business processing and client queries where needed
- Level 4 Diploma in Financial Planning (or working towards it)
- 1 year + experience within a Paraplanning role
- Strong understanding of financial products, platforms, and compliance processes
- Excellent written communication and research skills
For more details please apply or contact Tegan at Dynamite Recruitment!
Paraplanner employer: Dynamite Recruitment Solutions Ltd
Contact Detail:
Dynamite Recruitment Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with current Paraplanners and advisers. This can provide you with insights into the role and potentially lead to job referrals.
✨Tip Number 2
Stay updated on the latest financial products and regulatory changes. Subscribe to industry newsletters or follow financial news outlets. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies for informational interviews. This can give you a better understanding of the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 4
Prepare specific examples of how you've successfully supported advisers in previous roles. Highlight your analytical skills and any experience with compliance processes, as these are crucial for the Paraplanner position.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as producing suitability reports and researching financial products.
Tailor Your CV: Highlight your Level 4 Diploma in Financial Planning and any relevant experience in your CV. Emphasise your understanding of financial products and compliance processes to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your passion for financial planning. Mention specific experiences that demonstrate your skills in research and communication.
Proofread Your Application: Ensure your application is free from errors. A well-written application reflects your attention to detail, which is crucial in a regulated environment like financial planning.
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd
✨Showcase Your Knowledge
Make sure to demonstrate your understanding of financial products and compliance processes during the interview. Prepare examples of how you've applied this knowledge in previous roles, especially in producing suitability reports.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge related to investment and pension products. Brush up on recent changes in regulations and be ready to discuss how they impact financial planning.
✨Highlight Your Communication Skills
Since the role involves producing detailed reports and working closely with advisers, emphasise your written communication skills. Bring samples of your work if possible, and be prepared to discuss how you tailor your communication to different audiences.
✨Demonstrate Team Collaboration
This position requires working closely with advisers and compliance teams. Share examples of how you've successfully collaborated in the past, and express your enthusiasm for being part of a growing team.
