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- Tasks: Support Financial Advisers by conducting research and writing detailed Financial Planning Reports.
- Company: Join a national firm of IFAs with a commitment to client service excellence.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in a Financial Advice firm and strong report-writing skills are essential.
- Other info: Dynamic role with opportunities for growth and learning in the finance sector.
The predicted salary is between 36000 - 60000 £ per year.
A national firm of IFAs is currently recruiting for an experienced Paraplanner to join their team based at their Grimsby offices. The successful candidate will work closely with Financial Advisers, providing technical support in servicing clients' financial advice needs, ensuring high standards of client service, and conducting detailed research on clients' existing and potential arrangements. After assessing these against the clients' financial objectives, you will produce timely and compliant Financial Planning Reports.
Responsibilities
- Writing Financial Planning Reports that Advisers present to clients
- Supporting Advisers by conducting research on products and helping to find the right solutions for clients
- Assisting with reviews and customer requests, acting as a point of contact for clients' day-to-day queries
- Arranging for plans to be submitted to provider companies
- Maintaining client records on the company software, ensuring files are well-presented, accurate, and compliant
- Preparing client review packs
- Handling illustration requests
- Keeping up-to-date with financial products and legislation
- Ensuring compliance with all company and industry guidelines, rules, and regulations
- Additional responsibilities may be required based on the needs of the business
Key Requirements
- Experience in a Financial Advice firm with strong Paraplanning and report-writing skills
- Diploma qualification is desirable but candidates with relevant skills and experience will also be considered
- Reliable, with the ability to manage and prioritise workloads effectively
- Outstanding communication skills at all levels
- Ability to produce business correspondence and proofread with a high degree of accuracy
- Strong analytical and problem-solving skills
- Experience of working as part of a team
- Excellent organisational and multi-tasking abilities
- Flexibility and adaptability to cope with change
- Confident with IT and office software packages such as Word, Excel, and PowerPoint
We welcome driven and suitable candidates to apply—please submit your CV for consideration. We look forward to hearing from you.
Paraplanner - Grimsby in Mablethorpe employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Grimsby in Mablethorpe
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about openings for Paraplanners. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report-writing skills. Be ready to discuss how you can support Financial Advisers and enhance client service. Show them you’re the perfect fit for their team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. 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 and apply directly. We’re always on the lookout for talented individuals like you, so don’t miss out on the chance to join our awesome team!
We think you need these skills to ace Paraplanner - Grimsby in Mablethorpe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Report-Writing Skills: Since writing Financial Planning Reports is a key part of the job, include examples of your report-writing experience. If you’ve got any samples or can describe your process, that’ll definitely catch our eye!
Be Clear and Concise: When filling out your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your application reflects that. Avoid jargon unless it’s relevant!
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s super easy, and we’ll get your application directly into our system. We can’t wait to hear from you!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around products and legislation. Being able to discuss recent changes or trends in the industry will show that you're not just a candidate, but someone who’s genuinely interested in the field.
✨Master the Art of Report Writing
Since writing Financial Planning Reports is a key part of the role, practice summarising complex information clearly and concisely. Bring examples of your previous reports to the interview to showcase your skills and attention to detail.
✨Showcase Your Communication Skills
As a Paraplanner, you'll be liaising with both clients and Advisers. Prepare to demonstrate your communication skills by discussing how you've effectively handled client queries or collaborated with team members in the past.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to prioritise tasks or adapt to changes in a fast-paced environment. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
