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For Companies At a Glance
- Tasks: Support Financial Advisers by writing reports and conducting product research.
- Company: National firm of Independent Financial Advisers with a focus on client service.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial advice and strong report-writing skills preferred.
- Other info: Opportunity for growth in a fast-paced, evolving industry.
The predicted salary is between 30000 - 48000 £ per year.
Overview
A national firm of IFA’s 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.
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Paraplanner - Grimsby 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report-writing skills. Be ready to discuss how you’ve supported advisers in the past and how you can bring value to their team.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you’ve managed workloads and prioritised tasks effectively. This will demonstrate your ability to handle the demands of a paraplanner role.
✨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 - Grimsby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Paraplanning and report-writing skills, as well as any relevant qualifications. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your experience aligns with our needs. Keep it concise but engaging—show us your personality!
Showcase Your Communication Skills: Since outstanding communication is key for this role, make sure your application is clear and well-structured. Proofread for accuracy and clarity—this is your first impression, so let’s make it a good one!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. 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 reports you've written before, as this will demonstrate your skills and give you confidence during the interview.
✨Showcase Your Communication Skills
As a Paraplanner, you'll be liaising with clients and Advisers regularly. Prepare to discuss how you handle client queries and ensure you can articulate your thoughts clearly. Practising common interview questions with a friend can help you refine your responses.
✨Be Organised and Ready to Multi-task
The ability to manage multiple tasks is crucial in this role. Think of examples from your past experience where you successfully juggled various responsibilities. This will highlight your organisational skills and adaptability, which are key traits for the position.
