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- Tasks: Join our team as a Paraplanner, supporting advisors with lead screening and application processing.
- Company: FBSPL is a dynamic financial services firm focused on delivering exceptional client service.
- Benefits: Enjoy a full-time role with opportunities for career growth and development.
- Why this job: This is your chance to make an impact in finance while working in a supportive team environment.
- Qualifications: You need Level 3 qualifications and experience in financial services support.
- Other info: Work from locations like Fulham or Farringdon, within a 20-mile radius.
The predicted salary is between 36000 - 60000 £ per year.
FBSPL Farringdon, England, United Kingdom
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This range is provided by FBSPL. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from FBSPL
Fulham, Farringdon, Norwich, Edinburgh or Glasgow (must be within 20 miles or 45 mins for Fulham/Farringdon)
Job Title
We’re hiring a qualified or part-qualified (min. Level 3) Paraplanner to support a growing team of advisors. Responsibilities include lead screening, application processing, managing submissions, and reports.
Requirements
- Experience in a similar financial services support role
- Strong knowledge of pensions, investments & platforms
- Excellent communication, admin, and organizational skills
- Ability to work independently and as part of a team
If you\’re passionate about delivering great client service and eager to grow your career, we’d love to hear from you.
Apply now or message for more details.
Additional Information
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Industries: Business Consulting and Services, Financial Services
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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 financial planners and paraplanners. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions and investments. Being knowledgeable about current market conditions and compliance requirements will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by financial planners. Think about how you would handle client inquiries or manage submissions, as this will showcase your problem-solving skills.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant tools or software you’ve used in previous roles. Highlighting your ability to manage multiple tasks efficiently will make you a more attractive candidate for the position.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Financial Planner position. This will help you tailor your application to highlight relevant experience.
Tailor Your CV: Customise your CV to reflect your experience in financial services support roles. Emphasise your knowledge of pensions, investments, and platforms, as well as your communication and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your eagerness to grow within the financial sector. Use specific examples from your past experiences to demonstrate your suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise.
How to prepare for a job interview at FBSPL
✨Know Your Financial Products
Make sure you have a solid understanding of pensions, investments, and financial platforms. Be prepared to discuss how these products work and how they can benefit clients.
✨Showcase Your Communication Skills
As a Financial Planner, excellent communication is key. Practice explaining complex financial concepts in simple terms, as you may need to do this for clients who aren't familiar with the jargon.
✨Demonstrate Organisational Skills
Be ready to talk about your experience managing multiple tasks and deadlines. Share examples of how you've successfully organised your workload in previous roles.
✨Express Your Passion for Client Service
FBSPL values great client service. Prepare to share specific instances where you've gone above and beyond for clients, highlighting your commitment to their financial well-being.
