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- Tasks: Support Financial Planners by creating detailed reports and ensuring compliance with regulations.
- Company: Progeny, a leader in wealth planning with a focus on collaboration and client service.
- Benefits: Hybrid working, private medical insurance, and enhanced family leave.
- Other info: Be part of a Centre of Excellence with opportunities for growth.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: Minimum 3 years’ experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
Progeny is seeking a Paraplanner based in Exeter to join their Paraplanning Centre of Excellence. In this critical role, you will assist Financial Planners by producing detailed suitability letters and reports while ensuring compliance with FCA regulations.
You need a minimum of 3 years’ experience and the Level 4 Diploma in Financial Planning. This position offers hybrid working and various benefits, including private medical insurance and enhanced family leave.
Progeny values collaboration, client service, and excellence in all financial planning activities.
Paraplanner — Hybrid, Wealth Planning Expert in Exeter employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner — Hybrid, Wealth Planning Expert in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Progeny. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on FCA regulations and the latest trends in wealth planning. We want you to shine when discussing how your experience aligns with Progeny's values of collaboration and excellence.
✨Tip Number 3
Showcase your skills! Bring along examples of your suitability letters and reports to the interview. This will demonstrate your expertise and give the interviewers a taste of what you can bring to their team.
✨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 always on the lookout for passionate individuals who fit right into our culture.
We think you need these skills to ace Paraplanner — Hybrid, Wealth Planning Expert in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability letters and reports, and don’t forget to mention your Level 4 Diploma in Financial Planning. We want to see how your skills align with what we’re looking for!
Showcase Compliance Knowledge: Since compliance with FCA regulations is key in this role, be sure to showcase any relevant experience or knowledge you have in this area. We love candidates who understand the importance of regulations in financial planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team at Progeny. We appreciate a personal touch that reflects your enthusiasm for the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and financial planning principles. Progeny is looking for someone with at least 3 years of experience, so be ready to discuss your past roles and how they relate to the position.
✨Showcase Your Skills
Prepare to talk about your experience in producing suitability letters and reports. Bring examples of your work if possible, as this will demonstrate your ability to meet the high standards Progeny expects.
✨Emphasise Collaboration
Since Progeny values collaboration, think of examples where you've worked effectively in a team. Be ready to discuss how you can contribute to their Paraplanning Centre of Excellence and support Financial Planners.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company culture. This shows your genuine interest in Progeny and helps you determine if it’s the right fit for you. Consider asking about their approach to client service and how they support professional development.