At a Glance
- Tasks: Provide essential support to Independent Financial Advisers and maintain client relationships.
- Company: Award-winning Independent Financial Advice firm in Inverness with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and a great benefits package for work-life balance.
- Other info: Exciting opportunity for career growth in a supportive environment.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and Level 4 qualification in Paraplanning or Financial Advice preferred.
The predicted salary is between 36000 - 42000 £ per year.
Due to continued growth, our client, a well-established and award-winning Independent Financial Advice firm with offices in Inverness, is now looking to appoint an experienced Financial Services Administrator / Paraplanner to join their team. This is a key appointment and you will be working closely with the Directors and IFAs, providing vital technical support to the Independent Financial Advisers.
The successful candidates will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders, and communicate in a confident and friendly way. A client-focused approach is essential as the clients are at the centre of everything our client does.
Previous experience as a Financial Services Administrator, Paraplanner, or possibly as a Financial Adviser is essential, having the Level 4 qualification in Paraplanning or Financial Advice is advantageous.
In return, you will receive a highly competitive salary and benefits package, along with the opportunity for hybrid working to ensure a greater work-life balance.
For more information on this exciting opportunity, please send your CV to Douglas McDougall.
PARAPLANNER employer: Pinstripe Personnel
Join an award-winning, client-focused Mortgage Brokerage in Epsom, where you will thrive in a supportive work culture that prioritises employee growth and development. With all leads provided and a competitive OTE of £100,000+, this role offers not only financial rewards but also the chance to make a meaningful impact on clients' lives. Experience a collaborative environment with dedicated management and administration teams to help you succeed in your career as a Protection Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land PARAPLANNER
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like the one in Inverness. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your product knowledge and current trends in financial advice. We want you to impress the Directors and IFAs with your confidence and expertise, so practice common interview questions and scenarios related to paraplanning.
✨Tip Number 3
Showcase your client-focused approach! During interviews, share examples of how you've maintained positive relationships with clients or stakeholders in the past. This will highlight your ability to put clients at the centre of everything you do, just like our client values.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of our resources to help you land that Paraplanner role.
We think you need these skills to ace PARAPLANNER
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience in financial services and any qualifications you have, like that Level 4 certification. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills:Since you'll be working closely with Directors and IFAs, it's important to demonstrate your communication skills. Use clear and friendly language in your application to show us you can build positive relationships with stakeholders.
Keep It Client-Focused:Remember, our clients are at the heart of everything we do. In your application, emphasise your client-focused approach and any experiences where you've gone the extra mile for clients. We love to see that dedication!
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. Plus, it’s super easy!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Stuff
Make sure you brush up on your product knowledge and the latest trends in financial services. Being able to discuss specific products or recent changes in regulations will show that you're not just a candidate, but a knowledgeable professional ready to support the team.
✨Build Rapport
Since you'll be working closely with Directors and IFAs, it's crucial to demonstrate your ability to build positive relationships. Practice friendly, confident communication and think of examples where you've successfully collaborated with others in the past.
✨Client-Centric Mindset
Remember, clients are at the heart of everything. Prepare to share how you've put clients first in your previous roles. Think of specific instances where your client-focused approach made a difference, as this will resonate well with the interviewers.
✨Showcase Your Experience
Highlight your previous experience as a Financial Services Administrator or Paraplanner. Be ready to discuss your responsibilities and achievements in detail, especially those that align with the key requirements of the role. This will help the interviewers see how you can add value to their team.
