At a Glance
- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Join a dynamic team at Perspective Financial Group in Crewe.
- Benefits: Enjoy 25 days holiday, pension, and extra perks like birthday leave.
- Other info: Flexible working hours with great career growth opportunities.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial advice and strong communication skills are essential.
The predicted salary is between 30000 - 40000 € per year.
We have a fantastic vacancy for a Paraplanner to join our Crewe Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Key duties:
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
Qualifications:
- Experience in a Financial Advice firm and Paraplanner/report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Benefits:
- 25 days holiday (rising with length of service) plus Bank Holidays.
- Pension.
- Enhanced Parental Pay.
- Life Assurance.
- Learning & Development.
- Employee Referral Scheme.
- Birthday Leave – an extra paid day off to mark the occasion.
- Holiday Purchase Scheme, Corporate Eyecare and Extras Discount shopping discounts.
Location and Hours:
- Location: Crewe
- Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
- Salary: Competitive, dependent on experience and qualifications. Available upon request.
Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority. Please note: any offer of employment is subject to satisfactory criminal record background checks.
Paraplanner in Crewe employer: Perspective Financial Group Ltd
At Perspective Financial Group Ltd, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture in our Crewe office. With a focus on employee growth, we provide extensive learning and development opportunities alongside competitive benefits such as 25 days holiday, enhanced parental pay, and a unique birthday leave policy. Join us to be part of a motivated team dedicated to delivering exceptional client service while enjoying a balanced work-life environment.
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Crewe
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work as Paraplanners or Financial Planners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and legislation. We want you to be able to discuss how you can support our Planners effectively, so practice articulating your thoughts clearly and confidently.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects in the past. This will demonstrate your ability to handle the varied responsibilities of a Paraplanner.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Perspective Financial Group.
We think you need these skills to ace Paraplanner in Crewe
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial advice and report writing, as this is what we’re really looking for. Show us how your skills align with our needs!
Showcase Your Communication Skills:Since outstanding communication is key for this role, don’t forget to demonstrate your ability to produce clear and professional correspondence. Use examples from your past experiences to illustrate how you’ve effectively communicated with clients or team members.
Be Detail-Oriented:We love candidates who pay attention to detail! Make sure your application is free from typos and errors. Proofread your documents thoroughly, as this reflects your ability to produce compliant Financial Planning Reports.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and legislation. Being able to discuss recent changes or trends in the industry will show that you're proactive and genuinely interested in the role.
✨Showcase Your Report Writing Skills
Since writing Financial Planning Reports is a key part of the job, prepare a few examples of your previous work. Be ready to discuss your approach to report writing and how you ensure accuracy and compliance.
✨Demonstrate Team Spirit
This role involves working closely with Financial Planners, so highlight your experience in teamwork. Share examples of how you've supported colleagues in the past and how you handle feedback and collaboration.
✨Be Organised and Adaptable
With multiple tasks on your plate, it's crucial to show that you can manage your time effectively. Discuss your methods for prioritising workloads and adapting to changes, as this will resonate well with the interviewers.
