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- Tasks: Join our team as a Paraplanner, focusing on technical work and client interactions.
- Company: We're a well-established Financial Planning firm based in Chester, dedicated to excellence.
- Benefits: Enjoy hybrid working, flexible hours, and competitive salaries up to £45,000+.
- Why this job: This role offers hands-on experience and the chance to make a real impact in financial planning.
- Qualifications: Experience in Paraplanning is essential; a Financial Services Diploma is a plus.
- Other info: Ideal for those seeking recognition and growth in a supportive environment.
The predicted salary is between 28000 - 36000 £ per year.
£35,000 – £45,000+ depending on experience
Hybrid + Flexi-Hours
Chester
Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm?
Are you feeling underappreciated for the work you do & experience you bring to the team?
If either of the above are true then this role should be of interest: A Financial Planning firm in the Chester area are looking to hire an individual with a strong background in Paraplanning and ideally some exposure to complex cases. The Paraplanners in this firm will often attend meetings held on site with the Financial Advisers and Clients, meaning value is added throughout the process.
This opportunity will be predominantly focused on adding hands-on technical Paraplanning experience to the team, including demonstrating understanding of the advice process.
Expectations:
- Carrying out technical Paraplanning work.
- Being a point of contact for clients throughout the entire process.
- Working closely with Financial Advisers and Administrators.
- Experience of report writing both at annual review and new business level.
- Higher end salaries can be offered for those with a Financial Services Diploma qualification or higher.
If you feel you have the necessary experience and are happy with a majority office-based role, get in touch.
Paraplanner employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend local finance events or join relevant online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Research the specific firm you're applying to. Understand their values, services, and the types of clients they serve. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss your technical skills in detail, particularly your experience with complex cases and report writing. Be ready to provide examples of how you've added value in previous roles, as this will showcase your expertise to potential employers.
✨Tip Number 4
Consider obtaining additional qualifications, such as a Financial Services Diploma, if you haven't already. Highlighting any relevant certifications can set you apart from other candidates and may lead to higher salary offers.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially any work with complex cases. Use specific examples to demonstrate your skills in technical Paraplanning and report writing.
Craft a Compelling Cover Letter: Write a cover letter that addresses why you are interested in this particular role and how your background aligns with the expectations outlined in the job description. Mention your experience working closely with Financial Advisers and clients.
Showcase Relevant Qualifications: If you have a Financial Services Diploma or higher, make sure to mention it prominently in your application. This could set you apart from other candidates and may lead to a higher salary offer.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the Paraplanning role.
How to prepare for a job interview at Integro Partners
✨Showcase Your Technical Skills
As a Paraplanner, it's crucial to demonstrate your technical knowledge during the interview. Be prepared to discuss specific cases you've worked on and how you approached complex situations. This will show your potential employer that you have the hands-on experience they are looking for.
✨Understand the Advice Process
Make sure you have a solid understanding of the financial advice process. Be ready to explain how you contribute to this process and how you ensure clients receive the best possible service. This will highlight your ability to work closely with Financial Advisers and Administrators.
✨Prepare for Client Interaction Scenarios
Since you'll be a point of contact for clients, think about how you would handle various client scenarios. Prepare examples of how you've effectively communicated with clients in the past, as this will demonstrate your interpersonal skills and ability to build relationships.
✨Highlight Your Report Writing Experience
Given the importance of report writing in this role, be ready to discuss your experience in creating reports for both annual reviews and new business. Bring examples if possible, as this will showcase your attention to detail and ability to convey complex information clearly.
