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- Tasks: Support financial advisers with high-quality paraplanning and client communication.
- Company: Join a rewarding organisation with a stable and growing team.
- Benefits: Enjoy 30 days holiday, gym membership, and exam support.
- Other info: Hybrid working options and excellent career development opportunities.
- Why this job: Kickstart your career in financial services with a supportive team.
- Qualifications: Experience in paraplanning is essential; a diploma is a plus.
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 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
- In-house 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 our successful Paraplanning team by providing daily paraplanning support to the financial advisers and clients within the business.
Responsibilities:
- Providing high-quality technical paraplanning support to the adviser team and Paraplanning Manager across all areas of financial advice
- Preparation of suitability letters and reports in line with advice framework standards and compliance
- Research and analysis of financial products
- Analyse clients' circumstances, goals and objectives to match the desired outcome
- Accurately record clients' data and compliance
- Communicate between client and adviser to ensure both parties are updated throughout the process
- Work 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
Qualifications and Attributes:
- Previous and proven successful experience in a 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 Wales 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 Wales
✨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 understanding of financial products. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! During interviews, be ready to discuss specific examples of how you've provided high-quality paraplanning support in the past. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Paraplanner (Hybrid/Remote) in Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the paraplanning role. Highlight any relevant qualifications and previous experience in financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in the role and the company. Share why you’re passionate about paraplanning and how you can contribute to our team.
Showcase Your Attention to Detail: As a paraplanner, accuracy is key! Ensure your application is free from typos and errors. This not only shows your attention to detail but also reflects your professionalism.
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’re considered for this exciting opportunity!
How to prepare for a job interview at Marstep Resourcing Solutions
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the financial services industry. Familiarise yourself with common financial products and regulations, as well as the specific responsibilities mentioned in the job description. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning experience in detail. Think of specific examples where you've provided high-quality support or successfully managed client communications. This is your chance to demonstrate how your skills align with the needs of the team and the organisation.
✨Ask Smart Questions
Come prepared with thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your genuine interest in the role but also helps you assess if this is the right fit for you.
✨Project Professionalism
Dress appropriately and maintain a positive attitude throughout the interview. Remember, first impressions matter! Be polite, listen actively, and communicate clearly. This will help you project the professional image that the company is looking for.