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For Companies At a Glance
- Tasks: Draft reports, support advisers, and develop financial strategies.
- Company: Join an award-winning independent wealth management firm focused on client success.
- Benefits: Enjoy hybrid working, 27 days holiday, a performance bonus, and a 5% pension.
- Why this job: Gain work-life balance while making a positive impact in finance.
- Qualifications: Strong knowledge of pensions and investments; excellent communication skills required.
- Other info: Perfect for those eager to grow in a supportive team environment.
The predicted salary is between 24000 - 32000 Ā£ per year.
Paraplanner ā Fully Remote Manchester-based Practice Salary: Competitive, DOE Iām currently working with a successful St. James\ās Place Partner Practice based in Manchester that is looking to recruit an experienced Paraplanner to join their team on a fully remote basis. This role will involve providing technical support to advisers, including: Writing suitability reports Conducting research on pensions, investments and protection Preparing client meeting documentation Cashflow modelling and technical analysis Ensuring compliance with regulatory standards Supporting ongoing client servicing Requirements: Previous paraplanning experience Strong technical knowledge of pensions and investments Experience writing suitability reports Level 4 Diploma qualified (or working towards) preferred Fully remote opportunity with a supportive practice and scope for long-term development. For more information, please apply or get in touch for a confidential discussion
Paraplanner employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Paraplanner
āØTip Number 1
Familiarise yourself with the latest trends in pensions and investments. Being well-versed in current market conditions and strategies will not only boost your confidence but also impress the hiring team during any discussions.
āØTip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others in the field. This can lead to valuable insights and potentially even referrals for the position.
āØTip Number 3
Prepare to discuss your experience with Suitability Reports and financial reviews in detail. Think of specific examples where you successfully contributed to client outcomes, as this will demonstrate your expertise and suitability for the role.
āØTip Number 4
Showcase your organisational skills by being ready to discuss how you manage multiple tasks effectively. Consider sharing tools or methods you use to stay organised, as this aligns with the team-oriented approach they are looking for.
We think you need these skills to ace Paraplanner
Some tips for your application š«”
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with drafting Suitability Reports and preparing annual financial reviews, as these are key aspects of the job.
Tailor Your CV: Highlight your experience with pensions, investments, and drawdown strategies in your CV. Make sure to include any relevant qualifications or certifications that demonstrate your expertise in financial advisory.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to work in a team-oriented environment. Mention specific examples of how you've successfully managed multiple tasks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Integro Partners
āØShowcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, and drawdown strategies. Be prepared to discuss how you've applied this knowledge in previous roles, especially when drafting Suitability Reports.
āØDemonstrate Organisational Skills
Since the role requires managing multiple tasks, be ready to share examples of how you prioritise and organise your workload. Discuss any tools or methods you use to stay on top of your responsibilities.
āØPrepare for Compliance Questions
Given the importance of compliance in client-facing documentation, anticipate questions about how you ensure adherence to regulations. You might want to prepare specific examples of how you've handled compliance in past roles.
āØEmphasise Team Collaboration
This position values a team-oriented approach, so be prepared to talk about your experience working with advisers and other team members. Highlight instances where your collaboration led to successful outcomes for clients.
