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- Tasks: Conduct research, write reports, and engage with clients in a dynamic financial planning role.
- Company: Join a reputable financial firm known for its strong client relationships and quality service.
- Benefits: Enjoy a competitive salary, hybrid working, 25 days holiday, and a discretionary bonus.
- Why this job: Be part of a vibrant team in a lively area, with opportunities for socialising and professional growth.
- Qualifications: Experience in financial planning and working towards or holding a Level 4 Diploma is essential.
- Other info: Refer a friend and earn £200 if they secure a role with us!
The predicted salary is between 30000 - 45000 £ per year.
Location
Hertford
Salary £3000 – £45000 TypePermanent WorkplaceHybrid Ref88023
Recruiter Managing This Role
Paraplanner Hertford | Hybrid Working | £30,000£45,000
An excellent opportunity has arisen for aParaplanner to join a well-established and highly reputable financial planning firm based in Hertford. The firm is proud to operate purely on referrals and word of mouth, reflecting the strength of its client relationships and quality of service.
In this role, youll be responsible for conducting in-depth research, writingsuitability reports, liaising with product providers, and confidently engaging with clients when needed.
The office is located in a vibrant area with plenty of options for lunch breaks and post work socialising. Youll also benefit from a flexible hybrid working model, with the option to work from home once or twice aweek.
Benefits:
To be considered, youll need:
Next steps:
Apply today to be considered for this opportunity. If suitable, one of our consultants will be in touch.
Referral bonus:
Refer a friend or colleague and receive £200 if we help them secure a new role.
Job Synonyms: Adviser Support, Paraplanner, Paraplanning, Report Writer, Financial Associate, Para Planner, Technical Support
#LI-LW1 #LI-hybrid
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Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products and services that the firm offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your experience with suitability reports and client interactions. Be ready to share specific examples of how you've successfully managed these tasks in previous roles.
✨Tip Number 4
Research the company’s culture and values. Understanding their approach to client relationships and service quality will allow you to align your answers during the interview with what they value most.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with tasks such as conducting research, writing suitability reports, and liaising with clients and product providers.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning or wealth management. Emphasise your qualifications, particularly if you're working towards or have achieved the Level 4 Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of holistic financial advice. Mention specific experiences that demonstrate your ability to manage workloads and prioritise tasks effectively.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Heat Recruitment
✨Research the Company
Before your interview, take some time to research the financial planning firm. Understand their values, services, and client base. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Prepare for Technical Questions
As a Paraplanner, you'll need to demonstrate your knowledge of financial products and regulations. Be ready to answer technical questions about suitability reports and holistic financial advice to showcase your expertise.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and product providers, it's crucial to demonstrate strong communication skills. Practice articulating complex financial concepts clearly and confidently during the interview.
✨Discuss Your Workload Management
The job requires strong prioritisation and workload management skills. Be prepared to discuss how you manage multiple tasks and deadlines effectively, perhaps by sharing examples from your previous experience.
