At a Glance
- 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.
- Other info: Work from locations like Fulham or Farringdon, within a 20-mile radius.
- 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.
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 in Sunderland employer: FBSPL
Join a leading organisation in the commercial tyre industry as a Regional Sales Manager, where you will enjoy a competitive salary of up to £55,000 plus performance-related bonuses and a comprehensive benefits package. Our work culture fosters autonomy and encourages career progression, allowing you to thrive while managing your own territory across the vibrant South East England region. With a focus on building strong customer relationships and driving business growth, this role offers meaningful opportunities for professional development in a dynamic and supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Sunderland
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FBSPL. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Sunderland
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FBSPL.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FBSPL's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FBSPL
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FBSPL.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FBSPL will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FBSPL employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
