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For Companies At a Glance
- Tasks: Support financial advisers with research, analysis, and report writing.
- Company: Join Heat Recruitment, a growing team in the financial planning sector.
- Benefits: Enjoy generous holidays, professional development, and flexible working options.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: 5 GCSEs including English and Maths; studying towards a Diploma in Financial Planning preferred.
- Other info: We're hiring 8 paraplanners nationwide—apply now to be part of our dynamic team!
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: Halifax
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 Halifax, West Yorkshire 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 (Halifax) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Halifax)
✨Tip Number 1
Familiarise yourself with the latest financial planning products and regulations. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨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 job openings.
✨Tip Number 3
Prepare for potential interview questions by practising how you would analyse a client's financial situation and present your findings. This will showcase your analytical skills and ability to communicate complex information clearly.
✨Tip Number 4
Consider obtaining or progressing towards your CII Level 4 Diploma if you haven't already. Highlighting this qualification can set you apart from other candidates and show your dedication to professional development.
We think you need these skills to ace Paraplanner (Halifax)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with pensions, investments, and protection. Emphasise any analytical skills and your progress towards the CII Level 4 Diploma.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Paraplanner role and explain how your skills align with the responsibilities outlined in the job description. Mention specific examples of your research and report writing experience.
Highlight Relevant Qualifications: Clearly list your qualifications, especially your GCSEs and any financial planning diplomas. If you are currently studying for the CII Level 4 Diploma, make sure to mention this as it is preferred by the employer.
Showcase Your Analytical Skills: Provide examples in your application that demonstrate your analytical abilities. Discuss how you've successfully analysed client circumstances and objectives in previous roles or projects.
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 experience where you've successfully analysed complex financial situations or created detailed reports.
✨Prepare for Technical Questions
Expect technical questions related to financial planning and paraplanning. Brush up on your knowledge of regulations and best practices in the industry to confidently answer any queries.
✨Showcase Your Communication Skills
As a paraplanner, you'll need to liaise with advisers and clients. Highlight your ability to communicate complex information clearly and effectively, both in writing and verbally.
