Hybrid Paraplanning Administrator: Reports & Compliance
Hybrid Paraplanning Administrator: Reports & Compliance

Hybrid Paraplanning Administrator: Reports & Compliance

Full-Time 28000 - 32000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Financial Advisers by producing suitability letters and managing application processes.
  • Company: Chartered Financial Planning firm in North Somerset with a supportive team.
  • Benefits: Competitive salary, life cover, private medical insurance, and hybrid working options.
  • Why this job: Join a dynamic team and make a difference in financial planning.
  • Qualifications: Proficiency in financial planning products with strong numeracy and literacy skills.
  • Other info: Great opportunity for career growth in a professional environment.

The predicted salary is between 28000 - 32000 Β£ per year.

A Chartered Financial Planning firm in North Somerset is looking for a Paraplanning Administrator to join their team. The ideal candidate will support Financial Advisers by producing suitability letters and managing application processes. Proficiency in financial planning products, excellent numeracy, and literacy skills are essential.

This role offers a competitive salary between Β£28,000 and Β£32,000, with additional benefits including life cover, private medical insurance, and hybrid working options.

Hybrid Paraplanning Administrator: Reports & Compliance employer: Premier Jobs UK

Join a leading Chartered Financial Planning firm in North Somerset, where we prioritise employee well-being and professional growth. Our supportive work culture fosters collaboration and innovation, offering hybrid working options and comprehensive benefits such as life cover and private medical insurance. We are committed to your development, providing opportunities for advancement within a dynamic team dedicated to excellence in financial services.
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Contact Detail:

Premier Jobs UK Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Hybrid Paraplanning Administrator: Reports & Compliance

✨Tip Number 1

Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn. A friendly message can go a long way in getting your foot in the door.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of financial products. We want you to impress with your expertise and show that you're ready to support Financial Advisers effectively.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to build confidence. The more you practice, the more natural you'll feel when discussing your skills and experiences.

✨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 Hybrid Paraplanning Administrator: Reports & Compliance

Proficiency in Financial Planning Products
Numeracy Skills
Literacy Skills
Suitability Letter Production
Application Process Management
Attention to Detail
Communication Skills
Organisational Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience with financial planning products and any relevant skills. We want to see how you can support our Financial Advisers, so don’t hold back on showcasing your suitability for the role!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Paraplanning Administrator role. We love seeing enthusiasm and a clear understanding of what we do, so let your personality come through.

Showcase Your Skills: Since excellent numeracy and literacy skills are essential, make sure to provide examples of how you've used these in previous roles. We’re looking for someone who can produce top-notch suitability letters, so give us a taste of your writing prowess!

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. Plus, it shows us you’re keen to join our team!

How to prepare for a job interview at Premier Jobs UK

✨Know Your Financial Products

Make sure you brush up on your knowledge of financial planning products. Being able to discuss these confidently will show the interviewers that you’re well-prepared and understand the industry.

✨Practice Your Numeracy Skills

Since excellent numeracy is essential for this role, consider doing some practice exercises beforehand. This will help you feel more confident when discussing figures or calculations during the interview.

✨Prepare Suitability Letters

Try drafting a few sample suitability letters before your interview. This will not only help you understand what’s expected in the role but also give you concrete examples to discuss when asked about your experience.

✨Ask About Hybrid Working

Since the role offers hybrid working options, don’t hesitate to ask about how this works in practice. It shows your interest in the company culture and helps you gauge if it aligns with your work style.

Hybrid Paraplanning Administrator: Reports & Compliance
Premier Jobs UK

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