Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors by conducting research and preparing client documents.
- Company: Prestigious chartered wealth management firm in East Sussex.
- Benefits: Competitive salary, benefits package, and a collaborative work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial planning.
- Qualifications: 3+ years as a Paraplanner with industry-leading qualifications.
- Other info: Opportunity for growth in a supportive and engaging workplace.
The predicted salary is between 36000 - 60000 £ per year.
Overview
We are representing a prestigious chartered wealth management firm in the East Sussex area. They are looking for an experienced and qualified Paraplanner to join their team. As a Paraplanner, you will work closely with the practice principle to provide high-quality financial planning support to all clients.
Responsibilities
- Conduct research and analysis to support the practice principle in developing comprehensive financial plans for clients
- Prepare reports, proposals, and other documents for client meetings
- Ensure compliance with industry regulations and internal policies
- Maintain accurate and up-to-date client records and documentation
- Provide support to all other Financial Advisors in all aspects of client service
Requirements
- A minimum of 3 years of experience as a Paraplanner in the wealth management industry
- Industry leading qualifications such as Diploma in Financial Planning or equivalent
- Excellent analytical and problem-solving skills
- Strong attention to detail and organizational abilities
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, especially Excel and Word
Offer
Offering a competitive salary and benefits package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about providing high-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.
To apply for this great opportunity, please submit your CV in writing today.
#J-18808-Ljbffr
Paraplanner 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your financial planning knowledge and industry regulations. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss specific examples of how you've conducted research and analysis in your previous roles. This will demonstrate your ability to support the practice principle effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experience mentioned in the job description. Highlight your qualifications, especially your Diploma in Financial Planning, and any relevant experience as a Paraplanner.
Showcase Your Analytical Skills: Since analytical and problem-solving skills are key for this role, include examples in your application that demonstrate how you've successfully conducted research and analysis in previous positions.
Attention to Detail is Key: We love candidates who pay attention to detail! Ensure your application is free from typos and errors, and that it clearly outlines your organizational abilities and compliance with industry regulations.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your CV and can consider you for this exciting opportunity!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the latest industry regulations. Being able to discuss specific financial strategies or compliance issues will show that you're not just qualified, but genuinely engaged with the field.
✨Showcase Your Experience
Prepare examples from your past roles where you've successfully supported financial advisors or developed comprehensive financial plans. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your analytical skills.
✨Be Detail-Oriented
Since attention to detail is crucial for a Paraplanner, be ready to discuss how you ensure accuracy in your work. You might want to mention any systems or processes you use to maintain client records and documentation effectively.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the firm’s approach to client service or their expectations for the role. This shows your interest in the position and helps you gauge if it’s the right fit for you.
