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- Tasks: Collaborate with Financial Planners to create advice and ensure compliance.
- Company: Join a dynamic financial services firm in Wakefield, known for its supportive culture.
- Benefits: Enjoy competitive salary, potential for remote work, and professional development opportunities.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: No specific qualifications required; just a passion for finance and a willingness to learn.
- Other info: Ideal for high school or college students looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
Reporting to: Paraplanning Supervisor
Purpose of the Role:
- Work closely with Financial Planners to formulate advice.
- Ensure client files remain compliant.
- Produce competent suitability reports.
- Complete annual suitability review letters for clients.
- Raise any other potential queries with the Financial Planner(s).
- Assist the Paraplanning Supervisor.
Paraplanner - Wakefield - up to £37,500 employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wakefield - up to £37,500
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in your role but also impress the hiring team at StudySmarter.
✨Tip Number 2
Network with current paraplanners or financial planners to gain insights into the day-to-day responsibilities and challenges of the role. This can provide you with valuable information to discuss during your interview.
✨Tip Number 3
Prepare to demonstrate your analytical skills by reviewing case studies or examples of suitability reports. Being able to discuss these in detail will show your capability and readiness for the position.
✨Tip Number 4
Showcase your attention to detail by preparing questions about the company's processes and how they ensure compliance. This will highlight your proactive approach and genuine interest in the role.
We think you need these skills to ace Paraplanner - Wakefield - up to £37,500
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your understanding of compliance, suitability reports, and client interactions in your application.
Tailor Your CV: Make sure your CV reflects relevant experience in financial planning or paraplanning. Emphasise any skills related to compliance and report writing that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific experiences where you have successfully supported financial planners or managed client files.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application demonstrates attention to detail, which is crucial in the paraplanning role.
How to prepare for a job interview at Heat Recruitment
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does, especially in relation to working with Financial Planners. Familiarise yourself with the key responsibilities mentioned in the job description, such as formulating advice and ensuring compliance.
✨Prepare for Technical Questions
Expect questions that assess your knowledge of financial products and regulations. Brush up on your understanding of suitability reports and annual review letters, as these are crucial aspects of the role.
✨Showcase Your Attention to Detail
Since the role involves maintaining compliance and producing reports, be prepared to discuss how you ensure accuracy in your work. Provide examples from your past experiences where your attention to detail made a difference.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the team dynamics, the tools they use for paraplanning, and how success is measured in the role. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.
