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- Tasks: Assist in financial planning and conduct technical research for high net worth clients.
- Company: Leading financial services firm with a supportive and growth-oriented culture.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Kickstart your financial planning career with mentorship and real client impact.
- Qualifications: Experience in paraplanning and a passion for financial services.
- Other info: Join a stable team with excellent networking opportunities.
The predicted salary is between 39000 - 61000 £ per year.
A quite rare opportunity has arisen with a leading business who are looking for additional headcount within their Newcastle offices. This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst the day-to-day role will have technical paraplanning responsibilities, this position has been created to pro-actively assist development and offer a genuine path to progress your career, working with highly affluent and high net worth clients.
Duties include:
- Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions.
- Preparing suitability reports and supporting documentation for Financial Planners.
- Maintaining comprehensive and up-to-date client records.
- Supporting the senior Financial Planning team and being integrated into client meetings.
- Supporting and attending networking events, designed to showcase the business and attract new clients.
With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career.
Paraplanner / Associate Financial Planner in Newcastle upon Tyne employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Associate Financial Planner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the financial planning space. It’s all about who you know, and these connections can lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or clients, don’t hold back on sharing your knowledge and experience in paraplanning. This is your moment to shine and demonstrate why you’re the perfect fit for the role.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be an asset to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you started on this exciting journey!
We think you need these skills to ace Paraplanner / Associate Financial Planner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any paraplanning experience and how it relates to financial planning, as this will show us you’re a great fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in transitioning into financial planning and how your background makes you the perfect candidate. Keep it engaging and personal!
Showcase Your Technical Skills: Since the role involves technical paraplanning responsibilities, be sure to mention any relevant software or tools you’re familiar with. This will help us see that you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the financial products you'll be discussing. Familiarise yourself with the latest trends in financial planning, as well as the specific services offered by the company. This will show that you're not just interested in the role, but also invested in the industry.
✨Showcase Your Skills
Prepare to discuss your technical skills and how they relate to the responsibilities of the role. Be ready to give examples of how you've gathered client information, prepared reports, or conducted research in your previous roles. This is your chance to demonstrate your experience and how it aligns with what they’re looking for.
✨Ask Smart Questions
Come armed with thoughtful questions about the company’s approach to financial planning and their client base. This not only shows your interest but also helps you gauge if the company culture and values align with your career goals. Plus, it gives you a chance to engage in a meaningful conversation.
✨Network Like a Pro
Since the role involves attending networking events, highlight any relevant experience you have in building relationships. Share examples of how you've successfully connected with clients or colleagues in the past. This will demonstrate your ability to represent the company and attract new clients effectively.