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- Tasks: Provide high-quality paraplanning support to financial advisers and clients.
- Company: Join a rewarding organisation with a stable and growing business culture.
- Benefits: Enjoy competitive salary, gym membership, exam support, and hybrid working options.
- Other info: Dynamic team environment with regular socials and a focus on professional growth.
- Why this job: Kickstart your career in financial services with excellent development opportunities.
- Qualifications: Experience in paraplanning is essential; a diploma is desirable but not mandatory.
The predicted salary is between 30000 - 40000 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business.
Location: Can be office based but home working is also available.
Hours: Full time. 9am until 5pm (Monday to Friday)
Salary: £30,000 - £40,000+ Negotiable
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- Inhouse development path for those that want to develop throughout the various roles
- Team socials
- Hybrid working
Role purpose: An exciting new opportunity has arisen to join their successful Paraplanning team by providing daily Paraplanning support to the Financial Advisers and clients within the business.
Key Duties/Responsibilities/Person Specification:
- Providing high quality technical paraplanning support to the adviser team and Paraplanning Manager across all areas of financial advice
- Preparation of suitability letter and reports in line with Advice framework standards and compliance
- Research and analysis of financial products.
- Analysing clients circumstances, goals and objectives to match the desired outcome
- Accurately recording clients data and compliance
- Communication between client and adviser to ensure both parties are updated throughout the process.
- Working within desired timescales for completion of tasks
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Maintain up to date industry knowledge and awareness by attending training days.
- Maintain technical competence at an appropriate level to meet the requirements of the role.
- Previous and proven successful experience in Paraplanning role is essential
- Diploma or working towards is desirable but not essential
- Genuine interest in Financial Services and paraplanning as a career
- High level of attention to detail and accuracy
- Highly organised
- Excellent written and verbal communication skills
- IT Skills
- Always demonstrates a positive attitude
- Works well as an individual and as part of a large team
Paraplanner (Hybrid/Remote) in Chester employer: Marstep Resourcing Solutions
Contact Detail:
Marstep Resourcing Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Hybrid/Remote) in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a paraplanning 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 researching the company and its culture. Familiarise yourself with their values and recent news. This will help you tailor your answers and show that you're genuinely interested in joining their lovely organisation.
✨Tip Number 3
Practice your communication skills! As a paraplanner, you'll need to convey complex information clearly. Try mock interviews with friends or family to get comfortable discussing your experience and how it aligns with the role.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about the opportunity. Plus, it shows you're proactive and keen to be part of our growing team.
We think you need these skills to ace Paraplanner (Hybrid/Remote) in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in financial services and paraplanning. Let us know why you’re excited about this opportunity and how you can contribute to our lovely organisation.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work professionally!
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 keep track of all the amazing candidates like you!
How to prepare for a job interview at Marstep Resourcing Solutions
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Understand the key financial products and compliance standards that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Communication Skills
Since communication is key in this role, prepare examples of how you've effectively communicated with clients or team members in the past. Be ready to discuss how you keep everyone updated throughout the paraplanning process, as this will demonstrate your ability to maintain strong relationships.
✨Demonstrate Attention to Detail
Prepare to discuss specific instances where your attention to detail made a difference in your work. Whether it was catching an error in a report or ensuring compliance with regulations, highlighting these moments will show that you can deliver high-quality support consistently.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company culture, development opportunities, or the team you'll be working with. This shows that you're not just interested in the job, but also in how you can grow within the organisation.