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- Tasks: Assist a Senior Financial Adviser with client support and prepare recommendations.
- Company: Join a leading Financial Advice Company in Tunbridge Wells, known for its growth and expertise.
- Benefits: Enjoy a competitive salary, hybrid working, and excellent benefits including study support.
- Why this job: This role offers career growth, collaboration, and the chance to work with high-net-worth clients.
- Qualifications: You need a Diploma (Dip PFS) or equivalent and paraplanning experience.
- Other info: Support for future qualifications will be provided to enhance your skills.
The predicted salary is between 29000 - 34000 £ per year.
Recruit UK are working on an excellent opportunity for an experienced Paraplanner in Tunbridge Wells to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Senior Financial Adviser, assisting in all areas of client support, including preparing advice and recommendations.
This is an excellent opportunity for a responsible, self-motivated, well-organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes:
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client’s investment portfolio, performance, asset allocation, risk profile etc.
- Fully understand compliance procedures
What’s in it for you:
- Competitive starting salary up to £42,500
- Hybrid working (after probation)
- HNW Clients
- Excellent Benefits: DIS, Flex Bens, Pension
- Paraplanning team
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Paraplanning experience
Paraplanner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest financial products and compliance regulations. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a fast-evolving field.
✨Tip Number 3
Consider reaching out directly to the hiring managers or recruiters at the company. A well-timed email expressing your interest and asking insightful questions can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interviews by practising common paraplanner interview questions. Focus on articulating your experience with client support, report drafting, and your understanding of compliance procedures.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant paraplanning experience and skills. Emphasise your qualifications, such as the Diploma (Dip PFS), and any specific IT skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the financial services industry. Mention your experience in preparing advice and recommendations, and express your enthusiasm for working with a Senior Financial Adviser.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention your understanding of compliance procedures in your application. This will demonstrate your readiness to handle the responsibilities of a Paraplanner.
Showcase Continuous Learning: Mention your willingness to pursue further qualifications and how you plan to enhance your knowledge in the field. This aligns with the company's commitment to support your professional development.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss specific examples of how you've researched and analysed these products in your previous roles.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in the financial services industry, brush up on the latest regulations and procedures. Be ready to explain how you ensure compliance in your work and how it impacts client recommendations.
✨Showcase Your IT Skills
As a paraplanner, you'll need strong IT skills. Familiarise yourself with the software and tools commonly used in the industry. During the interview, mention any specific systems you’ve used and how they helped you in your previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of past experiences where you had to analyse data or draft reports under pressure, and be ready to share how you approached those situations.
