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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 Chirk 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 Chirk
✨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 brushing up on your technical knowledge and industry trends. We recommend practising common paraplanning scenarios and questions so you can showcase your skills and confidence when it counts.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
✨Tip Number 4
Apply through our website for the best chance of landing that dream job! We love seeing applications directly from candidates who are genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Paraplanner (Hybrid/Remote) in Chirk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your previous paraplanning experience and any relevant qualifications, like a Diploma, to show us you’re the right fit!
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. Tell us why you want to join our lovely team and how you can contribute to our success.
Show Off Your Attention to Detail: As a Paraplanner, accuracy is key! Make sure your application is free from typos and errors. This will demonstrate your high level of attention to detail, which is something we value highly at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 and financial services. Familiarise yourself with the latest industry trends and regulations, as well as the specific products and services the company offers. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
Since communication is key in this role, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated with clients or team members in the past. This will demonstrate your ability to keep everyone updated throughout the paraplanning process.
✨Be Organised and Detail-Oriented
Highlight your organisational skills and attention to detail during the interview. You might want to share specific instances where your meticulous nature helped you complete a project successfully or avoid potential issues. This aligns perfectly with the expectations for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, development opportunities, and the paraplanning team's dynamics. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Plus, it opens up a two-way conversation!