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- Tasks: Support Financial Advisers and ensure client reviews are completed accurately and on time.
- Company: Join JRRL, a forward-thinking financial services firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Make a real difference in clients' financial journeys while developing your leadership skills.
- Qualifications: Level 4 Financial Planning Diploma and experience in managing teams.
- Other info: Dynamic role with a clear path to Team Leader position.
JRRL are seeking a senior or team leading Paraplanner with a level 4 financial planning diploma. If you have prior experience in team leadership, the company may opt to fast track you into a Team Leader position; otherwise, there will be a 12-month plan to transition into the role.
A variety of soft skills and experience may be required for the following role. Please ensure you check the overview below carefully.
Duties for the Paraplanner:- Ensure all client reviews and new business workflow is completed to a suitable standard and in a timely manner.
- Support the Financial Adviser in verifying the compliance and suitability of recommendations.
- Provide oversight to the Administrator when delegating the implementation of new business.
- Support the IFA throughout the client journey.
- Accurately prepare suitability reports and letters to target deadlines.
- Ensure all client work is compliant and supported with relevant paperwork.
- Essential Level 4 Financial Planning Diploma.
- Strong understanding of financial products and services.
- Prior experience of managing/supervising people.
- Strong analytical skills specifically analysing financial records.
Salary: £45,000 - £50,000pa (dependant on the level of experience)
Hours: Monday to Friday 9am till 5pm (hybrid pattern)
This role is a full-time, permanent position.
Paraplanner in Bromley employer: Julie Rose Recruitment
Contact Detail:
Julie Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bromley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt 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 knowledge of financial products and services. Be ready to discuss how your analytical skills can help in preparing suitability reports and ensuring compliance. Show them you’re the perfect fit for the team!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for tailored opportunities that match your skills and experience. We want to help you land that dream job!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show your genuine interest in the role and the company.
We think you need these skills to ace Paraplanner in Bromley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Financial Planning Diploma and any relevant experience in team leadership. We want to see how your skills match what we're looking for!
Showcase Your Soft Skills: Don’t forget to showcase those soft skills! Communication, teamwork, and analytical abilities are key for this role. Use examples from your past experiences to demonstrate how you’ve used these skills effectively.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforwardness, so make sure your points are easy to read and get straight to the point about your qualifications and experiences.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Julie Rose Recruitment
✨Know Your Stuff
Make sure you brush up on your financial products and services knowledge. Since the role requires a Level 4 Financial Planning Diploma, be ready to discuss how your qualifications align with the job requirements.
✨Showcase Your Leadership Skills
If you've got experience in team leadership, highlight it! Prepare examples of how you've managed or supervised people in the past, as this could fast track you into a Team Leader position.
✨Be Detail-Oriented
The role involves preparing suitability reports and ensuring compliance. Bring examples of how you've maintained high standards in your previous work, especially when it comes to accuracy and meeting deadlines.
✨Prepare for Scenario Questions
Expect questions that assess your analytical skills and decision-making process. Think of scenarios where you've had to analyse financial records or support an adviser, and be ready to explain your thought process.
