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- Tasks: Support financial advisers by preparing reports and engaging with clients.
- Company: Dynamic Wealth Management firm with a focus on holistic financial planning.
- Benefits: Competitive salary, bonus, pension scheme, and flexible working hours.
- Why this job: Join a unique team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and report writing; level 4 qualification preferred.
- Other info: Enjoy career development opportunities and fun team-building activities.
The predicted salary is between 35000 - 42000 £ per year.
A highly unique and successful Wealth Management firm based in the midlands is looking to add a Paraplanner to their dynamic team. They provide clients with independent holistic financial planning advice to company owners, HNWs and mass affluent clients.
As well as undertaking typical paraplanning duties, you will have the chance to be client-facing as you will be calling up leads generated by the marketing function with the aim of getting initial meetings booked in with the financial advisers.
What’s needed to be considered?
- Previous experience working in a financial planning firm
- Full experience of suitability report writing and cash flow forecasting
- Partially/fully level 4 qualified
- Looking to stay within a Paraplanning role
Benefits
- Car parking provision
- Generous salary/bonus
- Group scheme benefits: pension scheme, death in service & income protection plan
- Career and personal development pathways
- Generous social budget and team away days
- Agile and home working policies; can do any hours outside of 10am - 2pm
Paraplanner in Loughborough employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Paraplanner role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get the chance to speak with potential employers, be ready to showcase your skills in suitability report writing and cash flow forecasting. Make it clear how your experience aligns with their needs.
✨Tip Number 3
Don’t shy away from being client-facing! Since this role involves calling leads, show your enthusiasm for engaging with clients. Highlight your communication skills and how you can help set up those all-important meetings with financial advisers.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Paraplanner job. Plus, applying directly shows your commitment and makes it easier for us to spot your application.
We think you need these skills to ace Paraplanner in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Skills: Don’t forget to showcase your suitability report writing and cash flow forecasting skills. We’re keen to see examples of your work or experiences that demonstrate these abilities. Be specific!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around suitability report writing and cash flow forecasting. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Client-Facing Skills
Since this role involves being client-facing, prepare examples of how you've successfully interacted with clients in the past. Think about how you can demonstrate your communication skills and ability to build relationships, as this will be key in booking those initial meetings.
✨Understand the Company Culture
Research the firm’s values and culture. They’re looking for someone who fits into their dynamic team, so be ready to explain why you’d be a great addition. Mention any experiences that align with their social budget and team away days to show you’re a team player.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to ask about their approach to career development or how they support their paraplanners in achieving qualifications.
