At a Glance
- Tasks: Support Financial Advisers and prepare client cases in a dynamic team.
- Company: Established Financial Planning firm with a supportive culture.
- Benefits: Up to £35,000 salary, hybrid working, and career development opportunities.
- Other info: Join a growing team and gain exposure to diverse financial planning cases.
- Why this job: Kickstart your career in financial services and develop valuable paraplanning skills.
- Qualifications: Experience in Financial Services and strong organisational skills required.
The predicted salary is between 38250 - 46750 £ per year.
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
Chester-le-Street
Up to £35,000 DOE
Hybrid Working After Probation
NJR Recruitment are delighted to be working with a well-established Financial Planning firm who are looking to recruit a Junior Paraplanner to join their growing team in Chester-le-Street. This is an excellent opportunity for an experienced or junior Paraplanner looking to take the next step in their career and develop their technical paraplanning skills within a supportive team environment.
You will work as part of a pooled paraplanning function, supporting a team of Financial Advisers and gaining exposure to a broad range of financial planning cases.
The Role
- Supporting Financial Advisers with the preparation of client cases
- Preparing suitability letters and reports
- Reviewing and assimilating information gathered by Advisers
- Liaising with Advisers and clients to obtain any outstanding information
- Gathering information from product providers and third parties
- Ensuring client documentation is accurate, complete and compliant
- Maintaining accurate client records and updating relevant systems
- Assisting with research and financial planning analysis
- Working with established processes and checklists to maintain quality
- Liaising with administrators and other members of the team to ensure cases progress smoothly
- Keeping up to date with regulatory and legislative changes
- Supporting the wider paraplanning team as required
About You
We're looking for someone with experience within Financial Services with previous paraplanning experience. You will ideally have:
- Previous experience within an IFA or Wealth Management environment
- Some experience of paraplanning or producing client documentation
- Strong attention to detail and excellent organisational skills
- Good analytical and numerical ability
- The ability to manage multiple priorities and work to deadlines
- Excellent written and verbal communication skills
- Strong IT skills, particularly Microsoft Office
Junior Paraplanner in Chester-le-Street employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Chester-le-Street
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NJR Recruitment Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Paraplanner in Chester-le-Street
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NJR Recruitment Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NJR Recruitment Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NJR Recruitment Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NJR Recruitment Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NJR Recruitment Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NJR Recruitment Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
