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- Tasks: Support Financial Planners by conducting research and writing detailed Financial Planning Reports.
- 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 impact 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 excellent career growth opportunities await you.
The predicted salary is between 36000 - 60000 £ per year.
Perspective (North East) Ltd / Perspective (Whittington Goddard) is recruiting a Paraplanner to join the Dore Office. This is an integral and varied role. Your experience in providing high quality support will be invaluable to the team. You will work closely with Financial Planners by providing technical support in servicing clients’ financial advice needs, delivering excellent 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 be motivated, friendly and professional at all times.
Office: Perspective (Whittington Goddard)
Location: Dore
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependent on experience and qualifications. Available upon request.
Job Requirements
- Experience in a Financial Advice firm and paraplanner/report writing skills are essential.
- Diploma qualified is desirable, but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who can manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Job Responsibilities
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company 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 Sheffield 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 Sheffield
✨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. Think about how you can demonstrate your experience in writing Financial Planning Reports and supporting Financial Planners during the interview. Practice makes perfect!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for the latest Paraplanner vacancies at Perspective (North East) Ltd. We want to see your application!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’re the perfect fit for the team and keep you fresh in their minds.
We think you need these skills to ace Paraplanner in Sheffield
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 financial advice and any relevant skills that match what we're looking for. This shows us you’re genuinely interested and have done your homework!
Showcase Your Communication Skills: Since outstanding communication is key for this role, give examples of how you've effectively communicated in previous positions. Whether it’s through reports or client interactions, let us see your skills shine through in your application.
Be Professional and Friendly: We’re looking for someone who embodies professionalism and friendliness. Make sure your tone reflects this in your written application. A warm yet professional approach can really make you stand out!
Proofread, Proofread, Proofread!: Before hitting send, double-check your application for any spelling or grammar mistakes. A polished application shows attention to detail, which is super important for a Paraplanner. We want to see that you care about the quality of your work!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around products and legislation relevant to the role. Being able to discuss recent changes or trends in the financial sector will show that you're proactive and engaged.
✨Showcase Your Communication Skills
Since you'll be supporting Financial Planners and interacting with clients, practice articulating complex financial concepts in simple terms. Prepare examples of how you've effectively communicated in previous roles to demonstrate your outstanding communication skills.
✨Be Organised and Prepared
Bring a notepad and pen to jot down important points during the interview. Also, prepare a few questions about the company culture and team dynamics. This shows that you're serious about the role and helps you assess if it's the right fit for you.
✨Demonstrate Team Spirit
Highlight your experience working as part of a team. Share specific examples of how you've collaborated with others to achieve common goals, as this role requires a strong team player who can adapt and support colleagues effectively.
