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For Companies At a Glance
- Tasks: Support financial planners by gathering client info and preparing reports.
- Company: Leading financial services firm with a focus on career development.
- Benefits: Stable career path, networking opportunities, and a supportive team environment.
- Why this job: Kickstart your financial planning career with high net worth clients and real impact.
- Qualifications: Experience in paraplanning and a passion for financial services.
- Other info: Inclusive culture that values diversity and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
A quite rare opportunity has arisen with a leading business who are looking for additional headcount within their Newcastle offices. This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst the day-to-day role will have technical paraplanning responsibilities, this position has been created to pro-actively assist development and offer a genuine path to progress your career, working with highly affluent and high net worth clients.
Responsibilities
- Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions
- Preparing suitability reports and supporting documentation for Financial Planners
- Maintain comprehensive and up-to-date client records
- Support the senior Financial Planning team and be integrated into client meetings
- Support and attend networking events, designed to showcase the business and attract new clients
Career opportunity
With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career.
Paraplanner/Associate Financial Planner in Newcastle upon Tyne employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/Associate Financial Planner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the financial planning space. This is your chance to showcase your skills and make a lasting impression.
✨Tip Number 2
Be proactive in reaching out to potential employers. Don’t just wait for job postings; send them a message expressing your interest in their work and how you can contribute.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Show that you understand their needs and how your paraplanning experience can help them achieve their goals.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner/Associate Financial Planner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight any relevant paraplanning experience and show how it aligns with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about transitioning into financial planning and how your background makes you a great fit for the team. Keep it engaging and personal!
Showcase Your Technical Skills: Since the role involves technical paraplanning responsibilities, be sure to mention any specific financial products or solutions you’re familiar with. This will demonstrate your readiness to hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the financial products relevant to the role. Be ready to discuss your experience with technical research and report preparation, as this will show your understanding of the day-to-day responsibilities.
✨Show Your Passion for Financial Planning
Express your enthusiasm for transitioning into a financial planner role. Share your career aspirations and how this position aligns with your goals. This will demonstrate your commitment to growth and development within the company.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be prepared to discuss how you would gather information, conduct research, and prepare suitability reports. This will showcase your practical skills and readiness to support the senior Financial Planning team.
✨Network Like a Pro
Since attending networking events is part of the job, be ready to talk about your networking experiences. Highlight any past successes in building relationships or attracting clients, as this will show your ability to contribute to the business's growth.
