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- Tasks: Support financial planners by conducting research and preparing financial plans for clients.
- Company: A growing financial planning firm in Brighton and Hove with a supportive culture.
- Benefits: Hybrid working, fantastic career opportunities, and a great working environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 diploma and experience as a Paraplanner preferred.
- Other info: Embrace diversity and inclusion in a company that values your authentic self.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offers hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases.
Your role will include but will not be limited to:
- To assist the Financial Planners 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 they will get there.
- Preparation of fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sources.
- Liaise with Product Providers / Third Parties regarding any technical queries.
The ideal candidate will:
- Be Level 4 diploma qualified.
- Have a good understanding of the Financial Planning process.
- Possess strong interpersonal skills, both written and verbal communication.
- Exhibit customer service skills - providing an excellent service to the adviser and client.
- Demonstrate excellent planning and organisational skills.
- Have the ability to work effectively to deadlines.
- Show accuracy and attention to detail to balance demands of the role.
This is a unique opportunity for a Paraplanner in the Brighton and Hove area to join a firm where they offer hybrid working and a genuinely supportive environment.
Paraplanner in Brighton employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Brighton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities for Paraplanners. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of the financial planning process. Be ready to discuss how you can support Financial Planners effectively and showcase your customer service skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for the latest job openings! We often have roles that might not be listed elsewhere, so keep an eye out and apply directly through us for the best chance at landing that Paraplanner position.
We think you need these skills to ace Paraplanner in Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 diploma and any relevant experience you have in financial planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can support our financial planners. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to showcase your interpersonal and customer service skills in your application. We’re looking for someone who can communicate effectively and provide excellent service, so let us know how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the Level 4 diploma topics. Be ready to discuss how you've applied this knowledge in your previous roles as a Paraplanner.
✨Showcase Your Skills
Prepare examples that highlight your strong interpersonal skills and customer service experience. Think of specific situations where you provided excellent support to financial planners or clients, and be ready to share these during the interview.
✨Research the Company
Take some time to understand the firm’s values and their approach to financial planning. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the role and the company culture. This not only shows your interest but also helps you determine if this is the right fit for you. Think about asking how they support career development for Paraplanners.
