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- 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.
Job Description Paraplanner – hybrid / flexible working £50,000 – £70,000 London An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and accessibility to advice at the forefront of its offering They are looking for an individual that ideally holds their level 6 qualifications and has experience as a technical Paraplanner with a range of cases predominantly across investments, pensions (DB Transfers would be a plus) and life products. Your role will include but will not be limited to: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. Provide research and analysis of investment funds and financial products, whilst considering the client objectives. Conduct fund research Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how t…
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.
