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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, private medical insurance, and up to £45k salary with bonuses.
- Why this job: Be part of a supportive team with growth opportunities in a reputable company.
- Qualifications: Experience in paraplanning and ideally a level 4 qualification are required.
- Other info: 28 days annual leave, increasing to 30 after two years, plus additional perks.
The predicted salary is between 36000 - 54000 £ per year.
This role is best suited to those who already have 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.
The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their St Helens office.
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.
Benefits
- Salary up to £45k
- Hybrid working
- Death in Service (4 x annual salary)
- Private Medical Insurance provided by Vitality
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension above statutory
- Discretionary annual bonus based on company performance
- 28 days annual leave rising to 30 days after 2 years’ service
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.
✨Tip Number 3
Prepare to discuss your previous paraplanning experience in detail during the interview. Be ready to share specific examples of how you've contributed to the success of your team and the impact of your work on client outcomes.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their growth plans, values, and culture, so you can tailor your responses to show how you align with their goals and how you can contribute to their success.
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. This is a key requirement for the position, so make it clear how your qualifications align with the job expectations.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific needs of the business. Discuss how your skills and experiences make you a great fit for their team and mention your enthusiasm for the hybrid working model they offer.
Proofread Your Application: Before submitting, take the time to thoroughly proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and well-presented to make a strong impression.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Paraplanning Experience
Make sure to highlight your previous paraplanning experience during the interview. Discuss specific projects or tasks you've handled, and how they relate to the responsibilities of the role you're applying for.
✨Demonstrate Your Knowledge of Financial Services
Brush up on your knowledge of financial services and regulations relevant to the role. Be prepared to discuss current trends in the industry and how they might impact the business.
✨Prepare Questions for the Interviewers
Have a list of thoughtful questions ready to ask the interviewers. This shows your interest in the role and helps you understand the company culture and growth opportunities better.
✨Emphasise Team Collaboration Skills
Since the role involves working closely with advisors and administrators, be sure to emphasise your teamwork and communication skills. Share examples of how you've successfully collaborated in past roles.
