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For Companies At a Glance
- Tasks: As a Paraplanner, you'll support advisors and write technical reports.
- Company: Join a fast-growing wealth management firm transforming financial advice with tech.
- Benefits: Enjoy hybrid working, private medical insurance, and a generous annual leave policy.
- Why this job: Be part of a supportive team with growth opportunities in a dynamic industry.
- Qualifications: Experience in paraplanning and ideally a level 4 qualification are required.
- Other info: Competitive salary up to £40,000 with performance-based bonuses.
The predicted salary is between 32000 - 48000 £ 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 long term.
The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It’s on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they’re building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They’re directly authorised and looking to grow.
As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You’ll be undertaking necessary research and writing technical 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 £40,000
- 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 click 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
Familiarise yourself with the latest trends in financial advice and paraplanning. This will not only help you in interviews but also show your genuine interest in the role and the industry.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can be beneficial during your discussions.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your skills in research, report writing, and collaboration. Tailoring your examples to align with the job description will make a strong impression.
✨Tip Number 4
Show enthusiasm for the company's mission to transform the financial advice industry. Being able to articulate why you want to be part of this journey can set you apart from other candidates.
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. Detail specific tasks you've undertaken, such as writing technical suitability reports or conducting financial calculations, to demonstrate your capability for the role.
Showcase Qualifications: If you have a Level 4 qualification, mention it prominently in your application. If not, consider discussing any relevant training or certifications that showcase your commitment to professional development in the financial advice sector.
Tailor Your Application: Customise your CV and cover letter to align with the company's mission of blending holistic advice with technology. Mention any experience you have with modern systems or technology in financial services to show you're a good fit.
Express Enthusiasm for Growth: In your cover letter, express your excitement about the company's growth plans and how you see yourself progressing within the business. This shows that you're not just looking for a job, but are interested in a long-term career with them.
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. Be prepared to discuss specific cases where you successfully collaborated with advisors and administrators, as this will demonstrate your ability to fit into their team.
✨Demonstrate Technical Knowledge
Since the role involves writing technical suitability reports and conducting financial calculations, brush up on relevant financial concepts and regulations. Being able to discuss these confidently will show that you are well-prepared for the responsibilities of the position.
✨Emphasise Communication Skills
Effective communication is key in this role. Prepare examples of how you've successfully communicated complex information to clients or team members in the past. This will illustrate your ability to convey important details clearly and effectively.
✨Express Interest in Growth Opportunities
The company is looking for candidates who are interested in long-term growth. During the interview, express your enthusiasm for professional development and ask about potential career progression within the firm. This shows that you are committed to contributing to their success.
