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For Companies At a Glance
- Tasks: Support financial advisers by preparing suitability reports and managing client communications.
- Company: Join a growing Financial Advice Firm focused on client satisfaction.
- Benefits: Enjoy 25 days annual leave, flexible hours, and comprehensive life cover.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Level 4 Diploma in Financial Planning and 5 years of paraplanning experience.
- Other info: Great opportunities for career progression in a supportive team environment.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner
Wokingham
£38,000 – £50,000
We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do.
Responsibilities
- Responsible for day‑to‑day paraplanning tasks – identifying what’s required and where client cases have missing information or outstanding actions.
- Working with the advisers and administrative team to obtain information and subsequently writing a suitability report ready for adviser’s approval.
- Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required.
- Record any client communications (whether written, oral or electronic) including client‑related communications with third parties.
- Identify areas for financial planning and develop solutions suitable to meet the client’s needs and objectives, including the preparation of tax calculations where necessary.
Requirements
- Have at least Level 4 Diploma in Financial Planning or an equivalent qualification.
- Hold prior experience as a Paraplanner.
What\’s on offer
- 25 days annual leave (plus bank holidays).
- Life cover – 4× death in service.
- Flexible hours.
- Paid sick leave.
- Upgrade in Maternity / Paternity / Shared Leave.
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Paraplanner employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. We recommend practising common interview questions with a friend or mentor, so you can showcase your expertise and commitment to delivering outstanding client experiences.
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, make sure to highlight your relevant experience and how it aligns with the responsibilities of the Paraplanner role. Show us why you’re the perfect fit for the team!
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in the minds of the hiring team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and qualifications, especially your Level 4 Diploma in Financial Planning. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to delivering an outstanding client experience. Let us know what makes you a great fit for our team.
Showcase Your Team Spirit: Since we’re looking for a team player, don’t forget to mention your collaborative experiences. Share examples of how you've worked with advisers and administrative teams in the past to achieve great results for clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother application 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 Mulberry Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially the key concepts related to paraplanning. Be ready to discuss your experience with suitability reports and how you've handled client communications in the past.
✨Showcase Team Spirit
Since they’re looking for a team player, think of examples where you’ve collaborated effectively with advisers or administrative teams. Highlight how you’ve contributed to delivering an outstanding client experience.
✨Prepare for Technical Questions
Expect some technical questions about tax calculations and financial planning solutions. Practise explaining complex concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about their approach to client needs or how they support their paraplanners in professional development. This shows your genuine interest in the role and the firm.
