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- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Join Perspective (South) Limited, a dynamic financial services firm in Uckfield.
- Benefits: Enjoy 25 days holiday, birthday leave, and an electric car scheme.
- Why this job: Be part of a friendly team, making a real impact on clients' financial futures.
- Qualifications: Experience in financial advice is essential; diploma qualification is a plus.
- Other info: Competitive salary and flexible working hours from Monday to Friday.
The predicted salary is between 28800 - 42000 £ per year.
We have a fantastic vacancy for a Paraplanner to join our Newcastle under Lyme 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.
Office: Perspective (North West) Limited
Location: Newcastle under Lyme
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
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
Electric Car Scheme
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. Registered in England and Wales. Company No. 6455775
Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY
#J-18808-Ljbffr
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
Familiarise yourself with the latest financial products and legislation. This knowledge will not only help you in your role as a Paraplanner but also impress our team during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial advice sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals to opportunities at StudySmarter.
✨Tip Number 3
Demonstrate your analytical and problem-solving skills in conversations. Be prepared to discuss specific examples from your past experience where you've successfully tackled challenges, as this will showcase your suitability for the role.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage multiple tasks effectively. Being able to prioritise workloads is crucial for a Paraplanner, so share your strategies for staying organised and meeting deadlines.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advice and paraplanning. Emphasise your skills in writing Financial Planning Reports and conducting detailed research, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying to Perspective (South) Limited. Mention specific examples of how your previous experience aligns with the responsibilities outlined in the job description, such as supporting advisers and maintaining client records.
Showcase Your Communication Skills: Since outstanding communication is essential for this role, ensure that your application materials are free from grammatical errors. Proofread your documents carefully and consider asking someone else to review them for clarity and professionalism.
Highlight Your Team Player Attitude: In your application, mention instances where you successfully collaborated with others in a team setting. This will demonstrate your ability to work well with financial planners and contribute positively to the team environment at Perspective (South) Limited.
How to prepare for a job interview at Perspective Financial Group Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial products and legislation. Being able to discuss recent changes in the industry or specific products will demonstrate your expertise and commitment to the role.
✨Prepare for Technical Questions
Expect questions that assess your paraplanning skills and experience. Be ready to discuss how you would approach writing Financial Planning Reports and conducting research for clients, as these are key responsibilities of the role.
✨Demonstrate Your Organisational Skills
Since the role requires excellent organisational abilities, prepare examples of how you've successfully managed multiple tasks or prioritised workloads in previous positions. This will show that you can handle the demands of the job.
✨Exude Professionalism and Positivity
As a paraplanner, you'll be working closely with clients and advisers. Make sure to convey a friendly and professional attitude during the interview. A positive demeanour can leave a lasting impression on your interviewers.
