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For Companies At a Glance
- Tasks: Assist Financial Planners with advice formulation and provide technical support.
- Company: Join a growing financial planning firm focused on tech-based advice and client accessibility.
- Benefits: Enjoy hybrid working, a supportive environment, and fantastic career growth opportunities.
- Why this job: Be part of a dynamic team that values innovation and client service in finance.
- Qualifications: Level 6 qualifications and experience as a technical Paraplanner are preferred.
- Other info: Experience with investments, pensions, and life products is a plus.
The predicted salary is between 40000 - 60000 £ 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 financial planning technologies and tools. Since the firm emphasizes a technology-based service, showcasing your proficiency in relevant software can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Engaging with them can provide insights into the role and may even lead to referrals within the company.
✨Tip Number 3
Stay updated on current trends in investments, pensions, and life products. Being knowledgeable about recent changes and innovations will demonstrate your commitment and expertise during interviews.
✨Tip Number 4
Prepare to discuss specific case studies or scenarios where you've successfully supported Financial Planners in the past. This practical experience will highlight your ability to contribute effectively to the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially focusing on your level 6 qualifications and any specific cases you've handled in investments, pensions, and life products.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their technology-based financial advice service and your ability to assist Financial Planners effectively.
Showcase Your Technical Skills: Emphasize your technical support capabilities and your experience in conducting fund research and preparing financial plans. Provide examples of how you've successfully supported Financial Planners in the past.
Highlight Client-Centric Approach: Demonstrate your understanding of client objectives and how you ensure they are clear and achievable. Share any experiences where you have successfully aligned financial advice with client needs.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products, especially investments and pensions. Be prepared to discuss specific cases you've worked on and how you approached them.
✨Understand the Company's Approach
Research the financial planning firm and their technology-based advice service. Understanding their client service philosophy will help you align your answers with their values during the interview.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Prepare to discuss how you would handle various client scenarios, ensuring you highlight your analytical skills and ability to formulate clear advice.
✨Highlight Your Qualifications
If you hold level 6 qualifications, make sure to mention them prominently. Discuss how your education has equipped you with the necessary skills to excel as a technical Paraplanner.
