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For Companies At a Glance
- Tasks: Conduct detailed research and prepare tailored financial plans for clients.
- Company: Supportive financial planning firm that values collaboration and career growth.
- Benefits: Competitive salary, full study support, flexible working, and excellent benefits package.
- Why this job: Join a forward-thinking team and make a real impact on clients' financial goals.
- Qualifications: Diploma in Regulated Financial Planning or relevant experience required.
- Other info: Enjoy a collaborative culture with opportunities for professional development.
The predicted salary is between 30000 - 40000 £ per year.
Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business? This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development.
The Role
As a Paraplanner, you'll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals. You'll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports all while contributing to a positive, professional team environment.
Key Responsibilities
- Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies.
- Analyse client portfolios and identify opportunities for improvement or growth.
- Prepare tailored financial plans and recommendations in line with client objectives.
- Draft high-quality suitability reports and investment proposals.
- Ensure all work meets FCA compliance standards.
- Attend client meetings when required to assist with fact-finding and risk profiling.
- Provide clients with regular updates and reviews of their portfolios.
About You
- Diploma in Regulated Financial Planning (Level 4) or working towards completion.
- Previous experience in a Paraplanning or Financial Planning Support role.
- Strong knowledge of financial products and services.
- Excellent attention to detail and communication skills.
- Confident working both independently and as part of a team.
- Proficient in financial planning software and Microsoft Office.
What's on Offer
- Competitive salary of £35,000 - £45,000, depending on experience.
- Full study support towards further qualifications.
- A supportive, collaborative working culture.
- Flexible and hybrid working arrangements.
- Excellent benefits package, including pension and holidays.
If you're an experienced Paraplanner looking for a role where your expertise is valued and your development is supported, this could be the perfect next step for you. Apply today to find out more or arrange a confidential chat.
Paraplanner in Harrogate employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend relevant events, and join online forums. You never know who might have the inside scoop on a Paraplanner role that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance standards. Practice common interview questions with a friend or in front of the mirror. Confidence is key, and we want you to shine!
✨Tip Number 3
Showcase your skills! Create a portfolio of your previous work, including suitability reports and financial plans. This will give potential employers a clear idea of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your attention to detail and any relevant qualifications, like your Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial planning. Share specific examples of how you've contributed to a team or improved client outcomes in previous roles.
Showcase Your Research Skills: Since conducting detailed product research is key for this role, mention any tools or methods you use to stay updated on financial products. This will show us you're proactive and knowledgeable.
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 don’t miss out on any important updates from our team.
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and insurance. Being able to discuss these confidently will show that you're detail-oriented and ready to contribute from day one.
✨Prepare Tailored Financial Plans
Before the interview, think about how you would approach creating a financial plan for a hypothetical client. This will help you articulate your thought process and demonstrate your analytical skills during the interview.
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA compliance standards relevant to the role. Be prepared to discuss how you ensure compliance in your work, as this is crucial for a Paraplanner.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to financial planning and team collaboration. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
