At a Glance
- Tasks: Support Financial Planners by conducting research and producing detailed Financial Planning Reports.
- Company: Perspective (South West) Ltd, a friendly and professional team in Marlborough.
- Benefits: Competitive salary, electric vehicle scheme, cycle to work scheme, and holiday purchase options.
- Other info: Enjoy 25 days holiday, pension, and family-friendly policies.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Motivated, friendly, and professional with experience in client support.
The predicted salary is between 30000 - 40000 € per year.
We have a fantastic vacancy for a Paraplanner to join our Marlborough 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 (Gould) Ltd
Location: Marlborough
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependent on experience and qualifications. Available upon request.
Note: any offer of employment is subject to satisfactory criminal record background checks.
Employee Benefits
- Electric Vehicle Scheme: Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.
- Cycle to Work Scheme: Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.
- Eyecare Support: Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.
- Holiday Purchase Scheme: Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.
- Long Service Awards: Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.
- Extra Discount Cards: Extra Discount Cards give employees an easy way to make everyday spending go further.
- Family Friendly Policy: Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.
Perspective plus Shaped around you 25 days holiday Pension Enhanced Parental Pay Life Assurance Learning
Paraplanner (Marlborough) employer: Perspective Financial Group Ltd
Perspective (South West) Ltd is an exceptional employer located in the picturesque town of Marlborough, offering a supportive and collaborative work environment for Paraplanners. With a strong focus on employee well-being, the company provides a range of benefits including an Electric Vehicle Scheme, Cycle to Work Scheme, and generous holiday options, all aimed at fostering a healthy work-life balance. Employees are encouraged to grow professionally through continuous learning opportunities and are recognised for their loyalty with Long Service Awards, making it a truly rewarding place to build a career.
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Marlborough)
✨Tip Number 1
Network like a pro! Reach out to current employees at Perspective (South West) Ltd on LinkedIn or through mutual connections. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by researching common paraplanning scenarios. We recommend practising your responses to potential questions about client service and financial planning reports. Confidence is key!
✨Tip Number 3
Show off your skills! Bring along examples of your previous work or case studies that highlight your technical support abilities. This will demonstrate your value to the team right from the get-go.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the extra step to engage with us directly.
We think you need these skills to ace Paraplanner (Marlborough)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in providing high-quality support and any relevant technical skills that align with the job description. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your values align with ours at Perspective. Keep it friendly and professional, just like we are!
Showcase Your Research Skills:Since the role involves conducting detailed research, mention any relevant experiences where you've successfully assessed financial objectives or produced reports. We love seeing candidates who can demonstrate their analytical abilities!
Apply Through Our Website:Don't forget to apply 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 Perspective!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and tools that a Paraplanner uses, as well as the specific services offered by Perspective (South West) Ltd. This will show that you're not just interested in the role, but that you’re genuinely prepared to contribute from day one.
✨Showcase Your Client Service Skills
Since this role involves providing excellent standards of client service, think of examples from your past experiences where you've gone above and beyond for clients. Be ready to discuss how you handle difficult situations and ensure client satisfaction, as this will resonate well with the interviewers.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in the Paraplanner role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Be Professional Yet Friendly
As the job requires a friendly and professional demeanor, practice striking the right balance during your interview. Smile, maintain eye contact, and engage with your interviewers. This will help you come across as approachable and motivated, which is exactly what they’re looking for!
