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For Companies At a Glance
- Tasks: Support financial planners and conduct research to prepare client reports.
- Company: Join Headway Wealth, a leader in independent financial advice.
- Benefits: Enjoy a hybrid work model with opportunities for growth and development.
- Why this job: Make a real difference in clients' financial journeys while building your skills.
- Qualifications: A degree in Finance or Economics and strong analytical skills are essential.
- Other info: Perfect for entry-level candidates looking to kickstart their finance career.
The predicted salary is between 28800 - 48000 £ per year.
Overview
Headway Wealth aims to help individuals reach their financial potential by offering independent, unbiased financial advice. We serve clients in the UK and worldwide, crafting personalised financial plans tailored to current and future needs. Our services include wealth growth, pension building, tax management, property financing, risk protection, retirement planning, and wealth transfer. Headway Wealth guides clients through every step of their financial journey.
Role Description
This is a full-time hybrid role located in Durham, with some work from home acceptable, for a Paraplanner/Administrator at Headway Wealth. The individual will be responsible for supporting financial planners, conducting research, preparing client reports, and managing client relations. Day-to-day tasks include financial analysis, investment research, developing financial plans, and ensuring compliance with regulatory requirements. The role involves meticulous data management and report writing.
Responsibilities
- Support financial planners
- Conduct research and prepare client reports
- Manage client relations and communicate with clients
- Perform financial analysis and investment research
- Develop financial plans and ensure regulatory compliance
- Meticulous data management and accurate report writing
Qualifications
- Financial planning and finance skills
- Strong analytical skills and experience in investments
- Proficiency in report writing and documentation
- Excellent written and verbal communication skills
- Attention to detail and ability to work independently and in a team
- Bachelor’s degree in Finance, Economics, or a related field
- Experience in the financial services industry is a plus
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
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Paraplanner/Administrator employer: Headway Wealth
Contact Detail:
Headway Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/Administrator
✨Tip Number 1
Network like a pro! Reach out to professionals in the finance industry, especially those who work at Headway Wealth. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching Headway Wealth's services and values. Show us that you understand our mission to help clients achieve their financial potential, and be ready to discuss how your skills align with that goal.
✨Tip Number 3
Practice your communication skills! As a Paraplanner/Administrator, you'll need to convey complex financial information clearly. Try explaining financial concepts to friends or family to build your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining the Headway Wealth team.
We think you need these skills to ace Paraplanner/Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paraplanner/Administrator role. Highlight your financial planning knowledge, analytical skills, and any relevant experience in the financial services industry.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients reach their financial potential and how your background makes you a great fit for Headway Wealth.
Show Off Your Attention to Detail: Since this role involves meticulous data management and report writing, make sure your application is free from typos and errors. A polished application shows us you care about quality!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Headway Wealth
✨Know Your Financial Stuff
Make sure you brush up on your financial planning and investment knowledge. Headway Wealth is all about helping clients with their financial journeys, so being able to discuss concepts like pension building and tax management confidently will really impress them.
✨Show Off Your Analytical Skills
Since the role involves a lot of financial analysis and investment research, be prepared to showcase your analytical skills. Bring examples of how you've tackled complex data or made informed decisions based on your research in previous roles or studies.
✨Master the Art of Report Writing
As report writing is a key part of the job, practice summarising complex information clearly and concisely. You might even want to prepare a mock report to demonstrate your writing skills during the interview. This will show that you can communicate effectively, which is crucial for managing client relations.
✨Be Detail-Oriented
Attention to detail is vital in this role, especially when it comes to compliance and data management. During the interview, highlight instances where your meticulous nature has led to successful outcomes, whether in your studies or previous work experiences.
