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For Companies At a Glance
- 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.
- Other info: Flexible working hours with excellent 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 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 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
✨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 provided high-quality support in previous roles, as this will show you're the perfect fit for the team.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at Perspective (South) Limited and tailor your approach to highlight why you’d be a great addition to their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team. Plus, it’s a great chance to reiterate your interest in the Paraplanner position.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight your experience in financial advice and paraplanning. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills: Since you'll be writing Financial Planning Reports, it's crucial to demonstrate your ability to produce clear and grammatically correct business correspondence. Take the time to proofread your application – it’ll show us you pay attention to detail!
Be Professional Yet Friendly: We’re looking for someone who can maintain a professional demeanor while being approachable. Let your personality shine through in your application, but keep it polished and respectful. We love a good balance!
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application promptly and gives you a chance to explore more about us!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your 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 Skills
Prepare examples of how you've successfully supported Financial Planners in the past. Whether it's writing reports or conducting research, having specific instances ready will demonstrate your experience and capability.
✨Be Client-Focused
Since client service is key, think about how you can illustrate your commitment to providing excellent support. Share stories where you went above and beyond for clients, as this will resonate well with the interviewers.
✨Stay Organised
During the interview, highlight your organisational skills and ability to manage multiple tasks. You might even want to mention any tools or methods you use to keep everything on track, as this is crucial for a Paraplanner role.