At a Glance
- Tasks: Conduct financial analysis and support advisers in delivering high-quality financial plans.
- Company: Established financial planning firm with a supportive and professional culture.
- Benefits: Competitive salary, hybrid working, and opportunities for career growth.
- Other info: Ideal for those looking to progress towards Chartered status.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: CII Level 4 Diploma in Financial Planning and strong understanding of financial products.
The predicted salary is between 38250 - 46750 £ per year.
Paraplanner
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.
- Hove
- £38,000 - £45,000
The Opportunity
An excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Richmond
This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers.
The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice.
This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status.
- Role Responsibilities
- Conduct detailed financial analysis to support the development of financial plans
- Use financial planning software to model financial scenarios and projections
- Prepare and review investment proposals and financial reports for clients
- Collaborate with Financial Advisers to develop and implement tailored financial strategies
- Research financial products, providers and investment opportunities
- Ensure all work complies with regulatory requirements and company procedures
- Maintain accurate and up-to-date client records and documentation
What do we need from you?
- Strong understanding of investments, pensions, personal tax, estate planning and protection
- CII Level 4 Diploma in Financial Planning (or equivalent) – essential
- Ability to perform basic tax calculations
- Experience supporting the delivery of financial advice xgikmsk within a financial services environment
- Ability to research, learn and apply new financial planning knowledge
- Previous experience writing suitability reports
What's in it for you?
- Genuinely competitive salary up to £45,000
- Hybrid Working
- Death in Service
- Income Protection
- Salary Sacrifice Schemes
- Opportunities for growth within a Chartered financial planning firm
Paraplanner in Preston 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 Paraplanner in Preston
✨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 Paraplanner in Preston
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.
