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For Companies At a Glance
- Tasks: Support Financial Planners by providing research, analysis, and technical guidance.
- Company: A growing financial planning firm with a supportive and inclusive culture.
- Benefits: Hybrid working, exceptional career progression, and a fantastic working environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 diploma and experience as a Paraplanner required.
- 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 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 superb opportunity for a Paraplanner to join a firm where they offer hybrid working and a genuinely supportive environment with exceptional career progression opportunities.
Paraplanner in Horsham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Horsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client management skills. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, and we want you to shine!
✨Tip Number 3
Don’t forget to showcase your Level 4 diploma and any relevant experience during your conversations. We want to see how you can support Financial Planners effectively, so highlight your skills in research, analysis, and client communication.
✨Tip Number 4
Apply through our website for the best chance at landing that job! We’re always on the lookout for passionate individuals who fit the bill, and applying directly can give you an edge over the competition. Let’s get you that Paraplanner position!
We think you need these skills to ace Paraplanner in Horsham
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 contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: In your application, be sure to showcase your strong interpersonal skills and attention to detail. Mention specific examples of how you've provided excellent customer service or managed complex tasks in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of 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 previous roles, as it shows you're not just book-smart but also practical.
✨Showcase Your Research Skills
Since you'll be conducting fund research and preparing financial plans, come prepared with examples of how you've successfully researched investment funds or financial products in the past. This will demonstrate your analytical skills and attention to detail.
✨Communicate Clearly
Strong interpersonal skills are key for a Paraplanner. Practice explaining complex financial concepts in simple terms, as you may need to do this with clients or colleagues. Clear communication can set you apart from other candidates.
✨Be Organised and Timely
The role requires excellent planning and organisational skills. During the interview, share specific examples of how you've managed deadlines and prioritised tasks in your previous jobs. This will show that you can handle the demands of the role effectively.
