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For Companies At a Glance
- Tasks: As a Paraplanner, you'll research and create suitability reports while collaborating with advisors.
- Company: Join a fast-growing Financial Services practice with offices across the UK.
- Benefits: Enjoy hybrid working, a salary up to £40k, and great perks like private medical insurance.
- Why this job: This role offers growth opportunities in a supportive team environment with a strong company reputation.
- Qualifications: 1+ year of paraplanning experience and ideally a level 4 qualification are required.
- Other info: You'll receive 28 days annual leave, increasing to 30 after two years.
The predicted salary is between 24000 - 40000 £ per year.
Job Description
Paraplanner
Hybrid Working
Northallerton
Up to £40k
This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k.
The Business
The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office.
The Role
As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.
The Benefits
- Salary up to £40k
- Hybrid working
- Death in Service (4 x annual salary)
- Private Medical Insurance
- Group Income Protection
- Healthcare cash back plan
- Pension above statutory
- Discretionary bonus based on company performance.
- 28 days annual leave rising to 30 days after 2 years’ service.
Apply
If you want to find out more about this opportunity, then simply apply here. 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 services industry, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and tools used in paraplanning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your past paraplanning experience. Think about challenges you've faced and how you overcame them, as well as any successful projects that highlight your skills and contributions.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, growth plans, and the specifics of their hybrid working model. This will help you tailor your responses and show genuine interest in becoming part of their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your paraplanning experience in your CV and cover letter. Mention specific tasks you've undertaken, such as preparing suitability reports or conducting financial calculations, to demonstrate your capability for the role.
Showcase Qualifications: If you have a Level 4 qualification, be sure to include it prominently in your application. If you are currently pursuing this qualification, mention your progress to show your commitment to professional development.
Tailor Your Application: Customise your CV and cover letter to align with the job description. Use keywords from the job posting, such as 'collaborating with advisors' and 'issuing instructions to the Client Admin Team', to make your application stand out.
Express Enthusiasm for Growth: In your cover letter, express your excitement about the company's growth plans and how you see yourself contributing to their success. This shows that you are not only interested in the position but also in the future of the company.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Paraplanning Experience
Make sure to highlight your paraplanning experience during the interview. Be prepared to discuss specific projects or tasks you've handled, especially those that demonstrate your ability to collaborate with advisors and prepare suitability reports.
✨Demonstrate Your Knowledge of Financial Services
Brush up on your knowledge of financial services and regulations relevant to the role. Being able to discuss current trends or changes in the industry will show that you are proactive and well-informed.
✨Prepare for Technical Questions
Expect technical questions related to financial calculations and documentation preparation. Practise explaining your thought process clearly, as this will reflect your analytical skills and attention to detail.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the company's growth plans or how the paraplanning team collaborates with other departments. It shows your genuine interest in the role and the business.
