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- Tasks: Join a dynamic team as a Paraplanner, preparing documentation and ensuring compliance.
- Company: Work with a leading wealth management firm known for its growth and outstanding reputation.
- Benefits: Enjoy 30 days of leave, flexible hybrid work, and private medical insurance.
- Why this job: This role offers a clear pathway to progress in your career while making a real impact.
- Qualifications: Must be Level 4 Diploma qualified and based near Bristol.
- Other info: Opportunity for study support to help you develop and advance.
The predicted salary is between 36000 - 54000 £ per year.
Paraplanner
£40,000 basic salary + discretionary bonus
Harrogate (3 days office based)
Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Paraplanner to join their team in Harrogate.
The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition in the local market.
Responsibilities:
- Preparing pre-approval documentation prior to report writing.
- Utilising all technology to produce accurate solutions for clients.
- Providing accurate, timely and compliant suitability reports.
- Ensuring all advice documentation is compliant according to FCA guidelines.
- Working with the adviser to gather sufficient client information.
Perks:
- 30 days annual leave plus bank holidays.
- Discretionary bonus.
- Flexible and hybrid working – 3 days/week in Bristol
- Private medical insurance.
- Healthcare cash plan.
- Study support to develop and progress.
The successful candidate will need to have achieved their Level 4 Diploma qualified.
Paraplanner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest FCA guidelines and compliance requirements. This knowledge will not only help you in your role but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as paraplanners or advisers. They can provide valuable insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Showcase your proficiency with technology and software used in financial planning. Being able to demonstrate your skills in producing accurate solutions for clients will set you apart from other candidates.
✨Tip Number 4
Highlight your willingness to learn and develop within the company. Mentioning your interest in progressing towards an advisory capacity or taking on more senior roles will align with the growth strategy of the firm.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and wealth management. Emphasize your Level 4 Diploma qualification and any specific skills that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your enthusiasm for the opportunity to contribute to their growth strategy and how your skills can help in preparing compliant suitability reports.
Highlight Technology Proficiency: Since the role involves utilizing technology for accurate solutions, be sure to mention any relevant software or tools you are proficient in. This could include financial planning software or CRM systems that enhance client service.
Showcase Your Compliance Knowledge: Demonstrate your understanding of FCA guidelines and compliance requirements in your application. Providing examples of how you've ensured compliance in previous roles can set you apart from other candidates.
How to prepare for a job interview at IDEX Consulting Ltd
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does, especially in the context of wealth management. Familiarize yourself with the responsibilities listed in the job description, such as preparing documentation and ensuring compliance with FCA guidelines.
✨Showcase Your Qualifications
Since the role requires a Level 4 Diploma, be prepared to discuss your qualifications in detail. Highlight any relevant experience or coursework that demonstrates your capability to perform the tasks required in this position.
✨Demonstrate Tech Savviness
The job emphasizes utilizing technology for producing accurate solutions. Be ready to discuss the tools and software you are familiar with, and how you have used them in previous roles to enhance efficiency and accuracy.
✨Prepare Questions
Have thoughtful questions ready to ask about the company’s growth strategy and the potential career progression within the paraplanning team. This shows your interest in the role and helps you assess if the company aligns with your career goals.
