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- Tasks: Support Financial Advisors by conducting research, analysis, and report writing for HNW clients.
- Company: A values-driven, independently owned financial planning firm with over 30 years of experience.
- Benefits: Competitive salary, office-based role, no evenings or weekends, and a supportive team environment.
- Why this job: Join a passionate team focused on delivering quality financial planning and building strong client relationships.
- Qualifications: Must have Level 4 Diploma in Financial Planning and strong technical expertise.
- Other info: Enjoy a loyal team atmosphere where your contributions are valued.
The predicted salary is between 36000 - 60000 £ per year.
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing. You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Paraplanner Requirements
- You must be an experienced Paraplanner with strong technical expertise.
- You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status.
- Our client is focused on values driven individuals who are motivated by delivering great service to clients.
Paraplanner Benefits
- Competitive salary to be discussed at interview.
- Office based role.
- No evenings or weekends work.
- Loyal team who enjoy working together and being valued for their input.
Locations Folkestone.
Paraplanner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
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 planning world, especially those who might know about opportunities at firms like the one in Folkestone. A personal recommendation can go a long way in landing that Paraplanner role.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and understanding of holistic financial planning. Be ready to discuss how you can contribute to creating excellent recommendations for clients, as this is key for the firm’s values-driven approach.
✨Tip Number 3
Show your passion for client service during interviews. The firm values individuals who are motivated by delivering great service, so share examples of how you've gone above and beyond for clients in the past.
✨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 in your job search journey.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical expertise and any relevant qualifications, especially if you're close to or holding Chartered status.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you align with our values-driven approach. Show us why you’re the perfect fit for our team!
Showcase Your Research Skills: Since the role involves research and analysis, mention specific examples where you've successfully conducted research or created recommendations for clients. This will demonstrate your capability in handling complex financial planning.
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 Premier Jobs UK Limited
✨Know Your Stuff
As a Paraplanner, you’ll need to showcase your technical expertise. Brush up on financial planning concepts, especially those relevant to HNW clients. Be ready to discuss your experience with complex financial scenarios and how you've contributed to creating recommendations in the past.
✨Align with Their Values
This firm is all about values-driven service. Before the interview, take some time to understand their ethos and think about how your own values align with theirs. Be prepared to share examples of how you’ve prioritised client relationships and delivered quality service in your previous roles.
✨Showcase Your Team Spirit
Since you’ll be working closely with Financial Advisors and other team members, it’s important to demonstrate your collaborative skills. Think of instances where you’ve successfully worked as part of a team to achieve a common goal, and be ready to discuss how you can contribute to their supportive environment.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions that show your interest in the role and the company. Ask about their approach to holistic financial planning or how they support their team’s professional development. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you.
