At a Glance
- Tasks: Support Financial Advisers with research, report writing, and compliance processes.
- Company: Established financial planning firm with a focus on growth and development.
- Benefits: Competitive salary, hybrid working, attractive pension, and 25 days annual leave.
- Other info: Flexible benefits package and exam support for your professional growth.
- Why this job: Kickstart your career in paraplanning and make a real impact in finance.
- Qualifications: Experience in IFA Administration or Junior Paraplanning and progress towards Level 4 Diploma.
The predicted salary is between 35000 - 38000 £ per year.
RecruitUK is working with an established and growing financial planning firm and they're looking to hire a Junior Paraplanner to join their team in Farnborough. You'll be working closely with Financial Advisers, providing technical support across research, report writing, and compliance processes.
The Role
- Assisting with the preparation of suitability reports, financial plans, and cashflow modelling based on client information and adviser guidance
- Carrying out research into financial products, investment solutions, and technical planning areas
- Supporting the production of accurate, professional client reports and recommendations
- Liaising with clients by phone and in person where required
- Assisting advisers with meeting preparation and providing technical administrative support
- Supporting the implementation of advice, including completing and processing applications
Experience and Skills
- Previous experience in an IFA Administration or Junior Paraplanning role
- Progress towards the Level 4 Diploma in Regulated Financial Planning (one exam minimum)
- Some exposure to report writing or supporting the production of suitability reports
- Eager to learn and keen to develop a career in paraplanning
- Experience with an industry relevant CRM / back-office system
Benefits
- Competitive salary up to £38,000
- Hybrid working after probation
- Attractive pension scheme
- Death in service cover
- 25 days annual leave plus bank holidays + birthday off (buy/sell scheme)
- Flexible benefits package
- Exam Support
If you've been looking for a step up into paraplanning, and a company that values your contribution, this could be the role for you. Get in touch today to find out more!
Junior Paraplanner in Farnborough employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Farnborough
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Recruit UK.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Recruit UK's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Junior Paraplanner in Farnborough
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Recruit UK
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
