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- Tasks: Support financial advisors with lead screening, application processing, and report management.
- Company: Join a dynamic team in the financial services sector, dedicated to client success.
- Benefits: Enjoy flexible hours and a supportive work environment that values your growth.
- Why this job: This role offers hands-on experience in finance and a chance to make a real impact.
- Qualifications: Must have Level 3 qualification and experience in financial services support.
- Other info: Positions available in multiple locations; must be within commuting distance.
The predicted salary is between 24000 - 33600 £ per year.
We’re hiring a qualified or part-qualified (min. Level 3) Paraplanner to support a growing team of advisors. You’ll be involved in everything from lead screening and application processing to managing submissions and reports.
You’ll need:
- Experience in a similar financial services support role
- Strong knowledge of pensions, investments & platforms
- Great communication, admin and organisational skills
- Confidence to work independently and as part of a team
- A positive, adaptable mindset
If you’re passionate about delivering great client service and ready to grow your career, we’d love to hear from you. Apply now or message for more details.
Financial Planner employer: FBSPL
Contact Detail:
FBSPL Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with current paraplanners and financial advisors. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in pensions and investments. Subscribe to relevant financial news outlets or join professional associations. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Practice your communication skills, especially in explaining complex financial concepts in simple terms. You might consider role-playing scenarios with a friend or mentor to build confidence in your ability to convey information clearly.
✨Tip Number 4
Research StudySmarter’s values and culture. Tailor your approach to align with our mission of delivering great client service. Showing that you understand and resonate with our ethos can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved paraplanning or support for financial advisors. Emphasise your knowledge of pensions, investments, and platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your adaptability. Mention specific examples from your past roles that demonstrate your communication and organisational skills.
Highlight Qualifications: Clearly state your qualifications, especially if you are qualified or part-qualified (min. Level 3). This is crucial for the role, so make it prominent in your application.
Proofread Your Application: Before submitting, carefully proofread your application to eliminate any typos or grammatical errors. A polished application reflects your attention to detail, which is essential in a financial planning role.
How to prepare for a job interview at FBSPL
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of pensions, investments, and financial platforms. Be prepared to discuss specific examples from your previous roles that demonstrate your expertise in these areas.
✨Demonstrate Communication Skills
Since great communication is key for this role, practice articulating your thoughts clearly and concisely. Consider preparing a few scenarios where you successfully communicated complex financial information to clients or colleagues.
✨Highlight Your Organisational Abilities
Be ready to discuss how you manage your workload and stay organised, especially when handling multiple submissions and reports. Sharing specific tools or methods you use can help illustrate your organisational skills.
✨Emphasise Adaptability and Teamwork
Prepare to talk about times when you've had to adapt to changes in the workplace or collaborate with a team. This will show that you have the positive mindset and flexibility that the company values.
