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For Companies At a Glance
- Tasks: Support financial advisers with research and report writing to help clients achieve their goals.
- Company: Join Heat Recruitment, a dynamic and expanding team in the financial planning sector.
- Benefits: Enjoy generous holidays, flexible working, and comprehensive health benefits.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: 5 GCSEs including English and Maths; CII Level 4 Diploma preferred.
- Other info: We're hiring for 8 paraplanner roles across the UK—apply now!
The predicted salary is between 25000 - 35000 ÂŁ per year.
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About The Role
Our client is seeking dedicated and detail-oriented
Paraplanner
Location: Cheshire
Salary: ÂŁ30,000 to ÂŁ42,000
Type: Full-time
About The Role
Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Cheshire area. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.
Key Responsibilities
- Understand clients’ financial situations and objectives
- Provide research, analysis, and technical support
- Prepare recommendation reports
- Maintain accurate client records
- Analyse clients’ circumstances, objectives, and risk profiles
- Liaise with financial advisers to query/challenge proposed recommendations
Qualifications
- 5 GCSEs passes or equivalent including English and Maths
- Attainment of or studying towards Diploma in Financial Planning
- General knowledge across a wide range of financial planning areas
- Experience in an IFA/Wealth Management environment
Benefits
- Generous holiday package (including holiday trading)
- Ongoing professional development support
- Agile working approach
- Pension Scheme with employer contributions
- 5% Flex allowance for various employee benefits
- Private medical insurance, death in service cover, group income protection, critical illness cover, lease car service, and more
We are hiring for 8 paraplanner roles across the country. Apply now to join our client’s progressive team and make a significant impact in the financial planning industry.
Apply now or reach out for a confidential discussion.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Industries
Staffing and Recruiting
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Paraplanner (Cheshire) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Cheshire)
✨Tip Number 1
Familiarise yourself with the financial planning products mentioned in the job description, such as pensions and investments. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Consider joining relevant online forums or groups where paraplanners and financial advisers discuss industry trends and challenges. Engaging in these discussions can enhance your understanding and make you a more attractive candidate.
✨Tip Number 4
If you haven't already, start working towards your CII Level 4 Diploma in Financial Planning. Highlighting your progress in this qualification during conversations with potential employers can set you apart from other candidates.
We think you need these skills to ace Paraplanner (Cheshire)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as providing detailed research and report writing, as well as liaising with financial advisers.
Highlight Relevant Experience: In your CV and cover letter, emphasise any experience you have in financial planning, particularly with pensions, investments, and protection. Mention any roles in IFA or Wealth Management environments to strengthen your application.
Showcase Analytical Skills: Since strong analytical skills are crucial for this role, provide examples in your application that demonstrate your ability to analyse clients' financial situations and objectives effectively.
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements mentioned in the job description. Mention your progress towards the CII Level 4 Diploma if applicable, as this is preferred by the employer.
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of financial planning products like pensions, investments, and protection. Be prepared to discuss how these products can meet clients' needs during the interview.
✨Demonstrate Analytical Skills
Since the role requires strong analytical skills, be ready to showcase examples from your past experiences where you've successfully analysed complex data or situations. This will help illustrate your capability to support advisers effectively.
✨Prepare for Technical Questions
Expect technical questions related to financial planning and paraplanning. Brush up on your knowledge and be ready to explain your thought process when preparing recommendation reports or conducting research.
✨Showcase Your Communication Skills
As a paraplanner, you'll need to liaise with financial advisers and clients. Highlight your communication skills by discussing how you've effectively collaborated with others in previous roles, ensuring clarity and understanding.
