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- Tasks: Support Financial Advisers and ensure client reviews are completed 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: Full-time, permanent role with excellent training and growth potential.
The predicted salary is between 45000 - 50000 £ per year.
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.
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.
Person Specification for the Paraplanner:
- 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. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.
Paraplanner employer: Julie Rose Recruitment
Contact Detail:
Julie Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨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 lookout 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 experience aligns with the duties listed in the job description, especially around compliance and client support.
✨Tip Number 3
Showcase your leadership skills! If you've got experience managing or supervising people, make sure to highlight that during your conversations. Companies love candidates who can step into a Team Leader role down the line.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our team, so make your move!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Financial Planning Diploma right at the start. We want to see how your qualifications align with what we're looking for, so don’t hold back!
Tailor Your Experience: When you’re detailing your past roles, focus on your experience in team leadership and managing people. If you've got examples of how you've supported advisers or overseen workflows, share those stories with us!
Be Clear and Concise: We appreciate a well-structured application. Keep your language clear and to the point, especially when discussing your analytical skills and compliance knowledge. It’ll make it easier for us to see how you fit into our team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
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 prepared to discuss how you've applied your knowledge in real-world scenarios.
✨Showcase Leadership Experience
If you've got prior experience managing or supervising people, highlight it! Be ready to share specific examples of how you've led a team or supported colleagues, especially in a financial context.
✨Prepare for Compliance Questions
Expect questions about compliance and suitability of recommendations. Familiarise yourself with relevant regulations and be ready to explain how you ensure all client work meets these standards.
✨Practice Your Reporting Skills
Since you'll need to prepare suitability reports and letters, practice articulating how you approach this task. Think about how you ensure accuracy and meet deadlines, as this will show your attention to detail.
