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- Tasks: Prepare client files and support advisers in managing client objectives.
- Company: Family-owned IFA with over 20 years of experience in finance.
- Benefits: Full-time role with a supportive team and growth opportunities.
- Other info: Office-based role in the heart of Folkestone.
- Why this job: Join a close-knit team and develop your career towards becoming an adviser.
- Qualifications: Interest in finance and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients.
This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the centre of Folkestone.
As part of the team your responsibilities will include (but not limited to):
- Preparing and maintaining client files including discussing clients' objectives with the adviser.
- Ensuring compliance and any regulatory requirements.
Paraplanner in Kent employer: PSM Recruitment
Contact Detail:
PSM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they pride themselves on being professional and ethical. Be ready to discuss how your skills align with their mission and how you can contribute to their growth.
✨Tip Number 3
Showcase your soft skills! As a Paraplanner, you'll be working closely with clients and the team. Highlight your communication and teamwork abilities during interviews to demonstrate that you're a great fit for their close-knit environment.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like this one. Plus, it shows you're serious about joining the team and helps us keep track of your application.
We think you need these skills to ace Paraplanner in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience and skills that match the job description. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your values align with our family-owned practice. Let us know what makes you the perfect fit!
Showcase Your Compliance Knowledge: Since compliance is key in this role, be sure to mention any relevant experience or training you have in this area. We appreciate candidates who understand the importance of regulations in financial services.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at PSM Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and compliance. Familiarise yourself with the latest regulations and best practices in the industry, as this will show that you're serious about the role and can hit the ground running.
✨Show Your Team Spirit
Since you'll be working in a close-knit team, it's important to demonstrate your ability to collaborate. Think of examples from your past experiences where you've successfully worked with others, and be ready to discuss how you can contribute to the team's success.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, their approach to client management, and how they support professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The interviewers are looking for someone who fits well within their family-owned ethos, so being genuine and approachable can make a big difference.