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- Tasks: Support Financial Advisers with research and client solutions in a dynamic financial environment.
- Company: Reputable Financial Advisory firm based in Sheffield, focused on client success.
- Benefits: Fixed-term contract with competitive pay and valuable experience in financial planning.
- Why this job: Gain hands-on experience in financial advisory while making a real difference for clients.
- Qualifications: 2-3+ years of Paraplanning experience; Diploma level qualification preferred but not essential.
The predicted salary is between 36000 - 60000 £ per year.
My client is a Financial Advisory (IFA) firm based in Sheffield, providing Financial Planning services and advice to both Businesses and Individuals. We are urgently seeking an experienced Paraplanner to provide Maternity cover on a 9-12 Month fixed-term contract.
As Paraplanner you will be responsible for providing Financial Advisers with research solutions for:
- Retirement planning
- Self-Invested Personal Pensions
- Transfers and Retirement options
- Savings & Investments
- Wealth Solutions for Risk Profiling
- Asset Allocation and Investment Manager advice
- Tax and Estate planning
- Optimising Company Benefit options
- Risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long-term Disability
You will be the main link between Consultants / Advisers, Research and Administration and be responsible for enhancing the transformation of research into client solutions, analysing client portfolios and providing recommendations to Consultants for implementation, writing of Reason Why Letters working to strict deadlines, liaising with Administration teams to ensure effective business processing.
We are seeking an experienced Paraplanner with ideally 2-3+ years experience working within Paraplanning and/or Financial Advice. Ideally you will be qualified to Diploma level qualification, however we are willing to consider those that are part-qualified who have the level of Paraplanning experience required.
Paraplanner Maternity Cover in Sheffield employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Maternity Cover in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who know about paraplanning. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of retirement planning and investment strategies. We want you to shine when discussing how you can enhance client solutions and work with advisers.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings, and applying directly can sometimes give you a leg up. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Paraplanner Maternity Cover in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, research solutions, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this maternity cover position. Share specific examples of your past work that relate to the responsibilities mentioned in the job description.
Showcase Your Experience: We’re looking for someone with 2-3+ years of Paraplanning experience. Be sure to detail your previous roles and how they’ve prepared you for this position. Don’t forget to mention any relevant qualifications or training you've completed!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around retirement options and investment strategies. Familiarise yourself with the latest trends in the industry, as well as any specific products or services the firm offers.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning experience in detail. Be ready to share examples of how you've successfully supported advisers, managed client portfolios, and met tight deadlines. This will demonstrate your capability and fit for the role.
✨Ask Smart Questions
Come prepared with insightful questions about the firm's approach to financial planning and how they support their advisers. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
✨Practice Your Communication Skills
As a paraplanner, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms, as you may need to do this during the interview. Good communication can set you apart from other candidates.
