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- Tasks: As a Paraplanner, you'll support advisors and write technical reports for clients.
- Company: Join a fast-growing wealth management firm transforming the financial advice industry with tech.
- Benefits: Enjoy hybrid working, up to £40,000 salary, private medical insurance, and 28 days leave.
- Why this job: Be part of a supportive team with growth opportunities in a dynamic company culture.
- Qualifications: Experience in paraplanning and ideally a level 4 qualification are required.
- Other info: This role offers a discretionary bonus and additional perks like health cash back.
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 are 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
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 planning software and tools that are commonly used in paraplanning. Being proficient in these technologies can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous paraplanning experience in detail during interviews. Be ready to share specific examples of how you've contributed to client outcomes and collaborated with advisors, as this will demonstrate your capability for the role.
✨Tip Number 4
Research the company’s culture and values thoroughly. Understanding their mission to transform the financial advice industry will help you align your answers during interviews and show that you're genuinely interested in being 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 writing technical 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 working towards it, mention this as well, as it shows 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 closely with advisors' and 'communicating effectively', to show that you understand the role and its requirements.
Express Enthusiasm for the Company: In your cover letter, convey your excitement about the company's mission to transform the financial advice industry. Mention how you align with their values and how you can contribute to their growth plans.
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.
✨Understand the Company’s Mission
Familiarise yourself with the company's mission to transform the financial advice industry. Being able to articulate how your values align with theirs will show that you're genuinely interested in the role and the company.
✨Prepare for Technical Questions
Since the role involves writing technical suitability reports and conducting financial calculations, brush up on relevant technical knowledge. Be ready to answer questions that test your understanding of financial products and regulations.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, growth opportunities, and how they integrate technology into their services. This shows your enthusiasm and interest in contributing to their success.
