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- Tasks: Prepare client-focused suitability reports and manage CRM updates.
- Company: Join a dynamic team supporting Independent Financial Advisors in Leeds.
- Benefits: Enjoy 6 weeks holiday, private medical insurance, and a flexible salary.
- Why this job: Gain valuable experience in finance while collaborating with a supportive team.
- Qualifications: No specific qualifications required; just a passion for finance and teamwork.
- Other info: This is an onsite role, perfect for those looking to grow in a professional environment.
The predicted salary is between 24000 - 36000 £ per year.
Location: Onsite only – Leeds Job Type: Full time and Permanent Salary: £30,000 (flexible) Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and updating the CRM. Key Responsibilities Suitability Report Preparation Compliance and Record Maintenance Client Service and Support Assist in managing client inquiries, working closely with the administrative team to ensure smooth communication and efficient service. Team Collaboration and Process Adherence : Participate actively in team meetings and training sessions to stay informed and updated on procedures, company products, and industry developments. Exercise initiative in managing your own tasks a…
Paraplanner employer: Intellect UK Group
Contact Detail:
Intellect UK Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the financial services industry, especially the role of a paraplanner. Understanding the nuances of suitability reports and compliance will give you an edge in discussions during the interview.
✨Tip Number 2
Network with current paraplanners or financial advisors to gain insights into their daily tasks and challenges. This can help you articulate your understanding of the role and demonstrate your enthusiasm for the position.
✨Tip Number 3
Showcase your organizational skills by preparing examples of how you've managed client inquiries or maintained records in previous roles. Being able to discuss specific instances will highlight your capability to handle the responsibilities of this job.
✨Tip Number 4
Be proactive in learning about the CRM systems commonly used in the industry. If you have experience with any specific software, be sure to mention it, as this will demonstrate your readiness to hit the ground running.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in preparing suitability reports or working with financial advisors. Use specific examples to demonstrate your skills in client service and compliance.
Showcase Team Collaboration Skills: Since the role involves teamwork, mention any past experiences where you successfully collaborated with others. Highlight your ability to participate in meetings and training sessions effectively.
Proofread Your Application: Before submitting your application, make sure to proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Intellect UK Group
✨Know Your Suitability Reports
Make sure you understand the key components of suitability reports. Be prepared to discuss how you would approach preparing these reports and what factors you consider important for client-focused outcomes.
✨Familiarize Yourself with CRM Systems
Since managing and updating the CRM is a crucial part of the role, be ready to talk about your experience with CRM systems. Highlight any specific tools you've used and how you've utilized them to enhance client service.
✨Demonstrate Team Collaboration Skills
This position requires active participation in team meetings and collaboration with others. Think of examples from your past experiences where you successfully worked as part of a team and how you contributed to achieving common goals.
✨Prepare for Client Service Scenarios
You will be assisting with client inquiries, so prepare for questions that assess your customer service skills. Consider how you would handle difficult situations or ensure smooth communication between clients and the administrative team.
