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For Companies At a Glance
- Tasks: Join as a Paraplanner, focusing on report writing and research to support financial advisors.
- Company: An established independent financial advisory firm dedicated to exceptional client experiences since 2014.
- Benefits: Enjoy a salary up to £45k, hybrid working, 25 days holiday, and valuable share options.
- Why this job: This role offers long-term security, progression opportunities, and a supportive team culture.
- Qualifications: Must be Level 4 qualified with experience in paraplanning.
- Other info: Flexible working hours and an annual discretionary bonus of up to 10%.
The predicted salary is between 27000 - 63000 £ per year.
Job Description
Paraplanner
Lincoln
Hybrid
Up to £45k
This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Lincoln. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees.
The Business:
This company are a directly authorised, independent financial advisers. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience. Investing in training and development of staff to reach this goal.
The Role:
Working as an Paraplanner within this firm will see you carrying out a range of duties. You will responsible for complete, end to end paraplanning with an emphasis on report writing and research. You will then make suitable recommendations to support the advisors in providing the best advice to the clients.
The Benefits:
- Salary up to £45k
- 25 days holiday plus bank holidays, and your birthday off
- Hybrid working available
- Annual discretionary bonus of up to 10%
- Valuable share option for all employees (please ask for further details)
- Flexible working hours, 9am – 5:30pm, but can do 8am – 4:30pm for example
- Life Assurance
- Income Protection
Applying
To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
Paraplanner employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current Paraplanners and advisors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and paraplanning software. Being knowledgeable about tools like cash flow modelling and report writing software can set you apart from other candidates.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by Paraplanners. Think about how you would handle client queries or present research findings to advisors.
✨Tip Number 4
Showcase your commitment to professional development. Highlight any additional qualifications or training you've undertaken, as well as your willingness to continue learning in the field of financial advice.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with report writing and research tasks, as well as how to support advisors in providing client advice.
Tailor Your CV: Highlight your Level 4 qualifications and relevant experience in paraplanning. Emphasise any specific skills related to report writing and client interaction that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial advisory sector. Mention why you want to work for this particular firm and how you can contribute to their commitment to exceptional client experiences.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the paraplanning role.
How to prepare for a job interview at Finlink Ltd
✨Know Your Stuff
As a Paraplanner, you'll need to demonstrate your knowledge of financial products and regulations. Brush up on your Level 4 qualifications and be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare examples of reports you've written in the past. Be ready to explain your process and how you ensure accuracy and clarity in your documentation.
✨Understand the Company Culture
Research the advisory firm and understand their values and client approach. Be prepared to discuss how your personal values align with theirs and how you can contribute to their mission of delivering exceptional client experiences.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, team dynamics, and growth opportunities within the company. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
