At a Glance
- Tasks: Support financial planners by conducting research and producing compliant reports.
- Company: Join a friendly team in a supportive financial services environment.
- Benefits: Enjoy 25 days holiday, pension, and unique perks like an electric vehicle scheme.
- Other info: Flexible working hours and opportunities for personal growth.
- Why this job: Make a real impact while developing your skills in a dynamic role.
- Qualifications: Motivated and professional with experience in financial support.
The predicted salary is between 30000 - 40000 € per year.
We have a fantastic vacancy for a Paraplanner to join our Rotherham 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 conducting 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.
Responsibilities- Provide technical support in servicing clients’ financial advice needs.
- Conduct detailed research on clients’ existing and potential arrangements.
- Assess arrangements against client financial objectives.
- Produce timely and compliant Financial Planning Reports.
- Motivated, friendly, and professional at all times.
- Experience in providing high-quality support to financial planners.
- Subject to satisfactory criminal-record background checks.
Location: Rotherham
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive, dependent on experience and qualifications. Available upon request.
- 25 days holiday
- Pension
- Enhanced Parental Pay
- Life Assurance
- Learning & Development
- Employee Referral Scheme
- Employee Schemes
- Electric Vehicle Scheme – gives eligible employees the opportunity to lease a brand-new electric car through a salary-sacrifice arrangement.
- Cycle to Work Scheme – provides employees the option to access a new bike and safety equipment through a salary-sacrifice arrangement.
- Eyecare Support – designed to help employees stay comfortable and supported when working with display-screen equipment.
- Holiday Purchase Scheme – gives eligible employees the option to buy up to five additional days of holiday each year.
- Long Service Awards – designed to recognise the commitment, loyalty and experience that employees build over time with Perspective.
- Extra Discount Cards – offer employees an easy way to make everyday spending go further.
- Family Friendly Policy – supports employees as they grow their families, whether through birth or adoption.
- Extra paid day off to mark a birthday.
- Perspective plus – shaped around you: we believe that supporting our people goes beyond the workplace, and we offer a comprehensive range of employee benefits, shaped around you.
Paraplanner in Rotherham employer: Perspective Financial Group Ltd
At our Rotherham Office, we pride ourselves on being an excellent employer that values the contributions of our Paraplanners. With a supportive work culture, competitive benefits including 25 days holiday, enhanced parental pay, and unique schemes like the Electric Vehicle Scheme, we foster an environment where employees can thrive and grow professionally. Our commitment to employee development and well-being ensures that you will find meaningful and rewarding employment with us.
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Rotherham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work as Financial Planners. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job description.
✨Tip Number 3
Showcase your skills through a portfolio! If you’ve worked on any financial planning reports or research, compile them into a neat presentation. This will give potential employers a tangible sense of your capabilities.
✨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 initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Rotherham
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 providing high-quality support and any relevant technical skills that align with our needs at StudySmarter.
Showcase Your Client Service Skills:Since client service is key, share examples of how you've provided excellent standards of service in previous roles. We want to see your friendly and professional approach shine through!
Be Detailed and Compliant:When discussing your experience, focus on your ability to produce timely and compliant Financial Planning Reports. This will show us you understand the importance of accuracy and compliance in our industry.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 terminology that a Paraplanner should know. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've provided high-quality support to financial planners. Highlight any detailed research you've conducted or reports you've produced, as this will demonstrate your capability to meet the job's requirements.
✨Client Service is Key
Since the role involves excellent client service, think of instances where you've gone above and beyond for clients. Be ready to discuss how you assess client needs and ensure their financial objectives are met, as this will resonate well with the interviewers.
✨Be Professional and Friendly
Remember, they’re looking for someone who is motivated, friendly, and professional. Practice your communication skills and maintain a positive attitude throughout the interview. A warm smile and a confident handshake can make a great first impression!
