At a Glance
- 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.
- Other info: Full-time, permanent role with excellent training and growth potential.
- 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.
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
At Julie Rose Recruitment, we pride ourselves on fostering a supportive and dynamic work environment in Bromley, where every team member is valued and encouraged to grow. Our commitment to employee development is reflected in our comprehensive training programmes and opportunities for career advancement, making us an excellent employer for those seeking meaningful and rewarding employment. Join us and be part of a collaborative culture that prioritises efficiency and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Julie Rose Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Julie Rose Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Julie Rose Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Julie Rose Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Julie Rose Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Julie Rose Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Julie Rose Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
