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- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Join a dynamic financial services firm with a supportive team culture.
- Benefits: Enjoy 25 days holiday, birthday leave, and an electric car scheme.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial advice and strong communication skills are essential.
- Other info: Flexible working hours and opportunities for career growth await you.
The predicted salary is between 28800 - 43200 £ per year.
We have a fantastic vacancy for a Paraplanner to join our Chesham or Rickmansworth 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 (Home Counties) Limited
Location: Chesham or Rickmansworth
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
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.
- 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 Rickmansworth 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 Rickmansworth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client service skills. Practice common interview questions related to financial planning and think of examples from your past experience that showcase your problem-solving abilities.
✨Tip Number 3
Showcase your personality! When you get the chance to meet potential employers, let your friendly and professional side shine through. Remember, they’re looking for someone who fits well with their team, so be yourself!
✨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!
We think you need these skills to ace Paraplanner in Rickmansworth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Be friendly, professional, and show us your passion for providing excellent client service.
Showcase Your Communication Skills: Since outstanding communication is key for this role, make sure your application is grammatically correct and well-structured. We love a good proofread, so take your time to polish it up!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific products relevant to the role. Familiarise yourself with common financial planning reports and be ready to discuss how you've used them in past roles.
✨Showcase Your Communication Skills
Since outstanding communication is key for this position, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information to clients or team members in the past.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your workload and prioritise tasks. Consider sharing a specific instance where your organisational skills made a difference in meeting deadlines or improving client service.
✨Be a Team Player
This role requires collaboration with Financial Planners, so highlight your ability to work well in a team. Share examples of how you've contributed positively to team dynamics and supported colleagues in achieving shared goals.
