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- Tasks: Support Advisers and clients in navigating financial futures with detailed planning.
- Company: Dynamic wealth management firm with a focus on client service.
- Benefits: Hybrid working, full exam support, and opportunities for professional growth.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Level 4 qualified or close to completion, with strong communication skills.
- Other info: Join a diverse team committed to inclusion and continuous improvement.
The predicted salary is between 28800 - 48000 £ per year.
My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact supporting Advisers and clients. The company offers hybrid working and full exam support.
As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our Advisers to help business owners, professionals and retirees navigate their financial futures.
The Role- To work as part of the wealth management team providing an excellent service to their clients.
- Support our Advisers in helping clients, many of whom are business owners, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection.
- Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlighting areas requiring attention, processing new business, and preparing suitability reports.
- Assist the Compliance Officer in maintaining appropriate systems and controls, including compliance projects and presale file checking.
- Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies.
- Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
- Passionate about providing great client service.
- Great at communicating with people at all levels - face to face and in writing.
- Positive and good at using your initiative.
- Organised and good at working under pressure.
- Motivated and well organised.
- Level 4 qualified (or close to completion).
Paraplanner in Blackburn employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Blackburn
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in how you can contribute to their team and help clients navigate their financial futures.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you’ll need to explain complex ideas clearly. Try role-playing with a friend or family member to get comfortable discussing financial concepts.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm. Plus, it’s a great way to stay updated on new roles that pop up.
We think you need these skills to ace Paraplanner in Blackburn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight your attention to detail and any relevant qualifications, especially if you're Level 4 qualified or close to it.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for client service and your proactive approach. Mention how you can contribute to the team and support Advisers in navigating financial futures.
Showcase Your Communication Skills: Since communication is key in this role, make sure to demonstrate your ability to communicate effectively in writing. Use clear and concise language to convey your thoughts and experiences.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people and shows your enthusiasm for joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, tax mitigation, and investment strategies. Familiarise yourself with the products and solutions relevant to the role, as this will show your proactive approach and readiness to support Advisers effectively.
✨Showcase Your Communication Skills
Since you'll be working closely with clients and Advisers, practice articulating your thoughts clearly and confidently. Prepare examples of how you've communicated complex information in the past, whether face-to-face or in writing, to demonstrate your ability to connect with people at all levels.
✨Demonstrate Your Organisational Skills
Being organised is key in a fast-paced environment like paraplanning. Bring along examples of how you've managed multiple tasks or projects under pressure. This will highlight your ability to stay on top of things and contribute positively to the team's success.
✨Be Ready to Discuss Compliance
Since compliance is a crucial part of the role, prepare to discuss your understanding of compliance systems and controls. Think about any experiences you've had with presale file checking or compliance projects, as this will show your attention to detail and commitment to maintaining high standards.
