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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 a successful and expanding team in the heart of Cheshire.
- Benefits: Enjoy generous holidays, professional development, and a flexible working approach.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: GCSEs in English and Maths; pursuing or holding a Diploma in Financial Planning.
- Other info: Dynamic work environment with excellent career progression opportunities.
The predicted salary is between 40000 - 45000 £ per year.
Location: Wilmslow
Salary: Up to £45,000
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
Apply now or reach out for a confidential discussion.
Paraplanner (Wilmslow) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Wilmslow)
✨Tip Number 1
Network like a pro! Reach out to current Paraplanners or financial advisers on LinkedIn. Ask them about their experiences and any tips they might have for landing a role in this field.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products. Be ready to discuss how you can support advisers with detailed research and report writing.
✨Tip Number 3
Showcase your analytical skills during interviews. Bring examples of how you've tackled complex problems in the past, especially in financial contexts. This will help you stand out!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner (Wilmslow)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your analytical skills and any experience with financial planning products like pensions and investments. We want to see how your background fits with 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 financial planning and how you can support our Advisers. Keep it concise but engaging – we love a good story!
Showcase Relevant Qualifications: If you've got your CII Level 4 Diploma or are working towards it, make sure to mention that! We value ongoing professional development, so let us know how you're investing in your career.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning products like pensions, investments, and protection. Being able to discuss these confidently will show that you're not just a candidate, but a potential asset to the team.
✨Research the Company
Take some time to understand the company’s values, culture, and recent developments. This will help you tailor your answers and demonstrate that you’re genuinely interested in being part of their expanding team.
✨Prepare for Technical Questions
Expect questions that test your analytical skills and understanding of client circumstances. Practise articulating how you would approach complex research and report writing, as this is a key part of the role.
✨Showcase Your Qualifications
If you have your CII Level 4 Diploma or are working towards it, make sure to highlight this during the interview. It shows your commitment to professional development and aligns with what they’re looking for in a candidate.
