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- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Join a dynamic team at Perspective (South) Limited in Uckfield.
- Benefits: Enjoy 25 days holiday, birthday leave, and an electric car scheme.
- 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.
- Other info: Flexible working hours with excellent career growth opportunities.
The predicted salary is between 28800 - 43200 £ per year.
We have a fantastic vacancy for a Paraplanner to join our Uckfield 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.
Job Requirements
- Experience in a Financial Advice firm and Paraplanner/reporting skills is essential.
- Diploma qualified is desirable, though candidates with relevant skills and experience to do the job will be considered.
- Reliable individual with the ability to manage and prioritise workloads.
- Outstanding communication skills.
- Ability to produce business correspondence that is grammatically correct and proof-read with a high degree of accuracy.
- Analytical and problem-solving skills.
- Team player with a positive attitude.
- Excellent organisational skills, multi-tasking abilities and ability to cope with change.
Job Responsibilities
- Write Financial Planning Reports for our Advisers to present to clients.
- Support Advisers by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and requests, acting as a point of contact for our clients' day-to-day queries.
- Arranging for plans to be submitted to company providers.
- Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
- Prepare client review packs and conduct Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all firm and industry guidelines, rules and regulations.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Job Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave.
- E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
- Birthday Day Off.
Paraplanner in Hailsham employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Hailsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client service skills. Be ready to discuss how you've supported Financial Planners in the past and how you can bring that experience to our team at Perspective.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed workloads and prioritised tasks effectively. This will demonstrate that you're the reliable individual we're looking for.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Perspective.
We think you need these skills to ace Paraplanner in Hailsham
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 any relevant qualifications, as this will show us you’re a great fit for the team.
Show Off Your Skills: We want to see your analytical and problem-solving skills shine through! Use specific examples from your past work to demonstrate how you've successfully supported financial planners or managed client queries.
Proofread, Proofread, Proofread!: Attention to detail is key in our industry. Before hitting send, double-check your application for any grammatical errors or typos. A polished application reflects your professionalism and commitment.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
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 these confidently will show that you're not just a Paraplanner, but a knowledgeable asset to the team.
✨Showcase Your Report Writing Skills
Prepare to discuss your experience in writing Financial Planning Reports. Bring examples if possible, and be ready to explain how you ensure accuracy and compliance in your documentation.
✨Demonstrate Your Team Spirit
This role requires collaboration with Financial Planners, so be prepared to share examples of how you've worked effectively in a team. Highlight your positive attitude and how you contribute to a friendly work environment.
✨Practice Your Problem-Solving Skills
Expect questions that assess your analytical abilities. Think of scenarios where you've had to solve complex problems or conduct detailed research, and be ready to walk through your thought process.