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- Tasks: Join a team of Paraplanners supporting Financial Advisers with research, report writing, and client management.
- Company: A reputable independent financial advice firm based in Kent, known for its straightforward approach.
- Benefits: Enjoy a competitive salary, bonuses, hybrid working, and clear career progression opportunities.
- Why this job: Be part of a dynamic team with a focus on personal growth and impactful financial guidance.
- Qualifications: At least 1 year of Paraplanner experience; diploma studies are a plus.
- Other info: Onsite parking available and a supportive team culture.
The predicted salary is between 28000 - 42000 £ per year.
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Kent based client of ours. They provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels. Due to a recent promotion to an Adviser within the team, they are now looking for a Paraplanner that would like to have the same promotional opportunity.
Operating as a privately owned firm of independent Financial Advisers, they focus on offering advice on investments, retirement planning, protection, intergenerational guidance and tax efficient strategies.
My client is seeking someone that has gained at least a year\’s exposure in a Paraplanner role and has ideally started studying towards their diploma qualification. As a Paraplanner, you\’ll join their existing team of 7 Paraplanners, who support a very driven and busy team of Financial Advisers. My client is looking for individuals who possess flexibility, a positive attitude, and a strong team ethos. Your responsibilities will include paraplanning for qualified advisers, conducting product and solution research, writing, and reviewing reports, designing report templates, administering, and maintaining client files, obtaining illustrations from product providers, completing and issuing client application forms and illustrations, assisting with compliance and money laundering functions, and conducting file audits.
Benefits for the successful Paraplanner include an attractive salary package and bonus, a clear career path offering progression and excellent long-term opportunities, onsite parking, and a hybrid work arrangement. If you\’re ready to take on this challenging yet rewarding role, we encourage you to apply and be part of a dynamic team.
To discuss this Paraplanner opportunity further please contact Joanna at Financial Divisions.
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Paraplanner route - GBP35k + Bonus - Maidstone - Hybrid working employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner route - GBP35k + Bonus - Maidstone - Hybrid working
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Attend local events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific products and services offered by the firm. Understanding their holistic approach to financial advice will help you demonstrate your alignment with their values during any discussions.
✨Tip Number 3
Prepare to discuss your previous experience in paraplanning and how it relates to the responsibilities outlined in the job description. Be ready to share examples of your research skills and report writing capabilities.
✨Tip Number 4
Showcase your commitment to professional development by mentioning any relevant qualifications or courses you are pursuing. This demonstrates your ambition and readiness for growth within the company.
We think you need these skills to ace Paraplanner route - GBP35k + Bonus - Maidstone - Hybrid working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your responsibilities in previous roles, especially those that align with the job description, such as conducting product research and writing reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advice and your understanding of the company's holistic approach. Mention your experience and how it prepares you for the responsibilities outlined in the job description.
Highlight Your Qualifications: If you have started studying towards your diploma qualification, be sure to mention this in your application. It shows your commitment to professional development and aligns with what the company is looking for.
Showcase Teamwork and Flexibility: In your application, emphasise your ability to work well in a team and your flexibility. Provide examples from your past experiences where you demonstrated these qualities, as they are key attributes the company values.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your experience as a Paraplanner, especially the skills you've developed over the past year. Be prepared to discuss specific examples of how you've supported financial advisers and contributed to client satisfaction.
✨Understand the Company Culture
Research the company's approach to financial advice and their emphasis on a non-jargon based, holistic method. Demonstrating an understanding of their values and how you align with them can set you apart from other candidates.
✨Prepare for Technical Questions
Expect questions related to paraplanning tasks such as conducting product research, writing reports, and compliance functions. Brush up on relevant regulations and best practices to show your competence in these areas.
✨Emphasise Teamwork and Flexibility
Since the role requires a strong team ethos, be ready to share examples of how you've worked collaboratively in previous roles. Highlight your flexibility and positive attitude, as these traits are highly valued by the company.