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- Tasks: Support financial advisers by creating reports and conducting technical research.
- Company: Join an award-winning independent financial advisory firm with a strong growth track record.
- Benefits: Enjoy hybrid working, exam funding, generous leave, and social events throughout the year.
- Why this job: This role offers career progression and a chance to make a real impact in wealth management.
- Qualifications: 3+ years of Paraplanning experience and a Level 4 Diploma preferred.
- Other info: Exciting opportunity for experienced professionals looking to advance their careers.
The predicted salary is between 36000 - 54000 £ per year.
Are you a Wealth Management professional looking for a new Paraplanner role? We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Our client has experienced organic growth from delivering an excellent service to their clients within the region. They are now looking for a Paraplanner to join their team due to internal progression, so if you are an experienced Paraplanner, we would love to hear from you!
What you’ll be doing:
- Providing support to the financial advisers of the business with advice formulation
- Producing suitability reports, illustrations, cashflow modelling reports
- Carrying out technical research of funds and products for the adviser
- Updating and managing the back office system (X-Plan)
What you need to apply:
- 3+ Years Paraplanning experience
- Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
- Effective communication skills and capable of working in a busy environment
- Experience in speaking with clients and providers on the adviser’s behalf
What’s in it for you?
- A basic salary of up to £45,000 dependent on experience and qualifications
- Hybrid working opportunity
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
Paraplanner employer: enable Recruitment
Contact Detail:
enable Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Paraplanners and financial advisers. This can provide you with insider knowledge about the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the back office system mentioned in the job description, specifically X-Plan. If you have access to training resources or tutorials, take the time to learn how to navigate it effectively, as this will give you an edge during interviews.
✨Tip Number 3
Prepare to discuss your experience in producing suitability reports and cashflow modelling. Be ready to share specific examples of how you've supported advisers in the past, as this will demonstrate your practical knowledge and problem-solving skills.
✨Tip Number 4
Research the firm’s values and recent achievements. Understanding their approach to client service and their growth story will help you tailor your conversation and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your 3+ years of experience, Level 4 Diploma, and any specific skills related to producing suitability reports and cashflow modelling.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to support financial advisers. Mention your effective communication skills and how you thrive in busy environments.
Highlight Technical Skills: Emphasise your technical research abilities and familiarity with back office systems like X-Plan. This will demonstrate your readiness to manage the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at enable Recruitment
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial products and suitability reports. Brush up on your knowledge of cashflow modelling and the back office system (X-Plan) before the interview.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be prepared to discuss how you've successfully communicated with clients and advisers in the past. Use specific examples to illustrate your points.
✨Highlight Your Experience
With 3+ years of Paraplanning experience required, make sure to highlight your relevant background. Discuss specific projects or tasks you've handled that align with the responsibilities of the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and the Paraplanning team's dynamics. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
