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For Companies At a Glance
- Tasks: Support Financial Advisors with reports, client meetings, and financial plans.
- Company: Join a reputable financial planning firm in London with over 10 years of experience.
- Benefits: Enjoy a salary of £45,000 - £47,000, flexible working, and support for professional qualifications.
- Why this job: Be part of a collaborative team focused on personal growth and client relationships.
- Qualifications: Must have Level 4 Diploma and 3+ years of Paraplanning experience.
- Other info: Hybrid working options available in a supportive environment.
The predicted salary is between 45000 - 47000 £ per year.
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.
In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales.
The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Paraplanner Requirements
- This role is open to experienced or Trainee Paraplanners
- You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis
- You should have good understanding of investment, retirement and pension products in relation to financial planning
- You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent
- You should have an organised approach to your work and be able to handle multiple cases simultaneously
- You should be confident working independently and within a team
Paraplanner Benefits
- Salary of up to 40,000 depending on experience
- Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
- Up to 2 days from home, after completion of probation
- 25 days holiday plus bank holidays
- 37.5 hours per week, Monday to Friday
- Working within a business that is passionate about helping their clients
- Regular paid team events through the year to get involved in
Locations
South Leicester
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Paraplanner employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with other Paraplanners and Financial Advisors. This can help you gain insights into the role and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with Voyant software if you haven't already. Since this role specifically mentions using Voyant for financial plans and cash flow analysis, having a solid understanding of this tool will make you stand out as a candidate.
✨Tip Number 3
Prepare to discuss your experience in client meetings during interviews. Highlight specific instances where your support has directly contributed to successful outcomes for Financial Advisors or clients, showcasing your value as a team player.
✨Tip Number 4
Research the company’s values and culture. Understanding their focus on long-term relationships and trust can help you tailor your conversations and demonstrate how your personal values align with theirs during the interview process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and relevant experience as a Paraplanner. Emphasise your technical skills, particularly in producing suitability reports and using Voyant.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support Financial Advisors. Mention your interpersonal skills and how you thrive in a collaborative environment.
Showcase Relevant Experience: In your application, detail your 3+ years of experience in the industry. Provide examples of how you've successfully liaised with internal teams and product providers, and any client meetings you've participated in.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Ensure that your written English is clear and professional, reflecting the high standards expected in the role.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and regulations. Be prepared to discuss your experience with producing suitability reports and how you support Financial Advisors in client meetings.
✨Highlight Your Experience with Voyant
Since the role involves preparing financial plans and cash flow analysis using Voyant, make sure to mention any specific projects or experiences where you've successfully utilised this software. This will show your potential employer that you're ready to hit the ground running.
✨Emphasise Team Collaboration
The company values a collaborative environment, so be ready to share examples of how you've worked effectively within a team. Discuss your interpersonal skills and how you contribute to a positive team dynamic.
✨Prepare Questions About Career Development
Since the role offers support for further qualifications, prepare thoughtful questions about the company's approach to professional development. This shows your commitment to growth and aligns with their focus on building long-term relationships based on trust.