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- Tasks: Support financial planners with policy submissions, client reviews, and report writing.
- Company: Join a dynamic firm of Independent Financial Planners in Boston, Lincolnshire.
- Benefits: Enjoy a competitive salary, bonus potential, and flexible benefits.
- Why this job: Gain valuable experience in finance while working in a supportive and inclusive environment.
- Qualifications: Minimum two years of Paraplanning experience or Senior Financial Services Administrator role required.
- Other info: Equal opportunities employer; apply for a confidential discussion today!
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Paraplanner to join a firm of Independent Financial Planners in their Boston office in Lincolnshire.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
To be considered for the Paraplanner position in Boston you will need to have a minimum of two years’ Paraplanning experience or be a Senior Financial Services Administrator with exceptional technical knowledge. Diploma Level 4 or willingness to work towards this would be advantageous but not essential, although you will need to be at least part qualified (maximum 2 exams away from Level 4).
You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.
Don’t delay, apply today for a confidential discussion.
Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offers services regardless of age, race, sex, disability or religious belief.
Paraplanner employer: O'loughlin Recruitment Ltd
Contact Detail:
O'loughlin Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Paraplanners or Financial Planners. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on pension, investment, tax, and protection products will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare for potential technical assessments or case studies that may be part of the interview process. Practising report writing and client review forms can help you showcase your skills effectively.
✨Tip Number 4
Research the firm thoroughly before your interview. Understanding their values, services, and client base will allow you to tailor your responses and show how you can contribute to their success as a Paraplanner.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the technical and administrative tasks mentioned in the job description, such as managing policy submissions and report writing.
Highlight Relevant Experience: In your CV and cover letter, emphasise your Paraplanning experience or your background as a Senior Financial Services Administrator. Be specific about your technical knowledge and any relevant qualifications, especially if you're close to achieving Diploma Level 4.
Tailor Your Application: Customise your application materials to reflect the skills and experiences that align with the job requirements. Use keywords from the job description to demonstrate that you are a good fit for the role.
Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at O'loughlin Recruitment Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of pension, investment, tax, and protection products. Be prepared to discuss specific examples from your previous experience that highlight your technical skills and knowledge.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life situations in the role. Think about past experiences where you successfully managed submissions or completed client review forms, and be ready to explain your thought process.
✨Highlight Your Administrative Skills
Since the role involves significant administrative support, emphasise your organisational skills and attention to detail. Share examples of how you've effectively managed multiple tasks or projects simultaneously in your previous roles.
✨Express Your Willingness to Learn
If you're not yet fully qualified, make sure to convey your eagerness to work towards Diploma Level 4. Discuss any steps you've already taken or plan to take to further your qualifications, showing your commitment to professional development.
