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For Companies At a Glance
- Tasks: Support financial advisers by preparing reports and conducting research.
- Company: Join a well-established financial advisory practice focused on independent advice.
- Benefits: Earn up to £45k, enjoy professional development, holidays, and a bonus scheme.
- Why this job: Gain mentorship from experienced professionals in a collaborative environment.
- Qualifications: Strong background in financial planning and commitment to client service required.
- Other info: Easy application process with initial phone interview and face-to-face meeting.
The predicted salary is between 32400 - 46800 £ per year.
This opportunity is ideal for experienced paraplanners seeking a dynamic role within a supportive environment. The position offers a competitive salary and a clear pathway for professional development. Candidates with a strong background in financial planning and a commitment to delivering high-quality client service will find this role particularly rewarding.
The Business
Our client is a well-established financial advisory practice known for its commitment to independent advice and client-centric approach. The firm boasts a team of dedicated advisers and support staff, leveraging advanced technology to streamline operations and enhance client interactions. The business offers a collaborative environment where professionals can thrive and progress in their careers.
The Role
As a paraplanner, you will play a crucial role in supporting financial advisers by preparing detailed reports, conducting thorough research, and ensuring compliance with regulatory standards. Your day-to-day responsibilities will include:
- Collaborating with advisers to develop tailored financial plans for clients
- Conducting in-depth product and market research to support recommendations
- Preparing comprehensive suitability reports and documentation
- Liaising with clients to gather necessary information and address inquiries
- Ensuring all advice and documentation adhere to regulatory requirements
This role offers the opportunity to work closely with experienced professionals, gaining insights and mentorship to further your career in financial planning.
The Benefits
- Salary up to £45k depending on experience
- Opportunities for professional development and career progression
- Holiday days
- Employer pension contributions
- Bonus scheme
- Full benefits
How to Apply
Applying is straightforward. Click the 'Apply Now' button to submit your application. Shortlisted candidates will be contacted to discuss the next steps, which typically include an initial telephone interview followed by a face-to-face meeting with the hiring team.
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
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in your role as a paraplanner but also demonstrate your commitment to maintaining high-quality client service.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners or financial advisers. Engaging in conversations can provide valuable insights into the role and may even lead to referrals.
✨Tip Number 3
Showcase your research skills by staying updated on market trends and financial products. Being able to discuss recent developments during interviews can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to client interactions and report preparation. This will help you convey your problem-solving abilities effectively.
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 the key tasks such as preparing reports, conducting research, and ensuring compliance. This will help you tailor your application to highlight relevant experience.
Tailor Your CV: Customise your CV to reflect your experience in financial planning and client service. Emphasise any specific skills or achievements that align with the job description, such as your ability to prepare suitability reports or conduct market research.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to high-quality client service. Use specific examples from your past experiences to demonstrate how you can contribute to the firm's success.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial industry.
How to prepare for a job interview at Finlink Ltd
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and regulations. Be prepared to discuss how you would approach creating tailored financial plans for clients, as this is a key part of the paraplanner role.
✨Showcase Your Research Skills
Demonstrate your ability to conduct thorough product and market research. Bring examples of past research you've conducted that led to successful recommendations, as this will highlight your analytical skills.
✨Prepare for Client Interaction Scenarios
Think about how you would handle client inquiries and gather necessary information. Be ready to role-play or discuss scenarios where you effectively communicated with clients, showcasing your client service skills.
✨Emphasise Team Collaboration
Since the role involves working closely with advisers, be prepared to discuss your experience in collaborative environments. Share examples of how you've successfully worked within a team to achieve common goals.
