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For Companies At a Glance
- Tasks: Support Financial Planners by attending client meetings and preparing advice letters.
- Company: Join a prestigious Chartered Wealth Management firm known for its excellence.
- Benefits: Enjoy hybrid work, 25 days holiday, and a supportive team atmosphere.
- Why this job: Be part of a dynamic team that values your input and offers professional growth.
- Qualifications: Must have Level 4 Diploma and experience in a fast-paced IFA Practice.
- Other info: Refer a friend and earn £200 if they secure a position!
The predicted salary is between 40000 - 64000 £ per year.
Location
Fetcham
Salary £45000 – £50000 TypePermanent WorkplaceHybrid Ref89477
Recruiter Managing This Role
Paraplanner Leatherhead area circa £50,000 DOE
Flexible on hybrid approach, need to be based within a reasonable distance of the office
A growing Independent Financial Advice and Investment Management practice are looking to grow their team by bringing on a Level 4 qualified Paraplanner to directly support a couple of Financial Advisers and work as the right hand to them, sitting in client meetings and looking after a busy client bank.
You will join a long-standing business that is on a growth trajectory and prides themselves on their independent whole of market and people-focused approach to advice.
Please note: To be considered for this role you must be Level 4 qualified (ideally via CII) and have at least 2-3 years of relevant experience in a similar role.
You will have the opportunity to:
You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.
Whats needed to be considered?
In order to be considered for this unique opportunity, candidates need to have
Whats on offer?
Client-Facing Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Facing Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or webinars where you can meet Financial Planners and other paraplanners. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions and investments. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-paced environment.
✨Tip Number 3
Prepare to discuss your previous experiences in client-facing roles. Highlight specific examples where you successfully supported Financial Planners, as this will show your capability to thrive in a similar position at our firm.
✨Tip Number 4
Research our company culture and values. Understanding what we stand for will allow you to tailor your conversations during interviews, making it clear why you would be a great fit for our team.
We think you need these skills to ace Client-Facing Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client-facing Paraplanner. Familiarise yourself with the advice process, client meetings, and the preparation of advice letters related to pensions and investments.
Tailor Your CV: Highlight your Level 4 Diploma qualification and any progress towards Chartered status in your CV. Emphasise your previous experience in a fast-paced IFA practice and your strong technical knowledge of pensions and investments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ability to work well with others and maintain a positive attitude. Mention specific examples from your past experiences that demonstrate your skills and how they align with the company's values.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Technical Knowledge
As a Client-facing Paraplanner, it's crucial to demonstrate your strong technical knowledge of pensions and investments. Be prepared to discuss specific scenarios or case studies where you've successfully applied your expertise.
✨Prepare for Client Interaction
Since the role involves attending client meetings, practice how you would communicate complex financial concepts in a clear and relatable manner. Think about how you can build rapport with clients and address their concerns effectively.
✨Highlight Your Teamwork Skills
This position requires collaboration with Financial Planners, so be ready to share examples of how you've worked well in a team. Emphasise your ability to maintain a positive attitude and support your colleagues in achieving common goals.
✨Discuss Your Professional Development
Mention your Level 4 Diploma qualification and your progress towards Chartered status. Employers appreciate candidates who are committed to their professional growth, so be sure to express your enthusiasm for further qualifications and learning opportunities.
