At a Glance
- Tasks: Support financial advisors by analysing data and preparing detailed financial plans.
- Company: Dynamic financial planning firm in West Sussex with a focus on client service.
- Benefits: Competitive salary, bonus potential, pension scheme, and generous holiday allowance.
- Other info: Opportunity for career growth in a collaborative environment.
- Why this job: Join a supportive team and help clients achieve their financial dreams.
- Qualifications: Diploma Level 4 Cii preferred; experience in financial planning is a plus.
The predicted salary is between 35000 - 45000 £ per year.
Overview
We are seeking a detail-oriented and analytical Financial Paraplanner to support a team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.
Responsibilities
- Collaborate with financial advisors to prepare detailed financial plans and investment reports.
- Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
- Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant)
- Conduct product and fund research to support investment recommendations.
- Ensure that all planning recommendations are compliant with regulatory and internal standards.
- Maintain accurate and up-to-date client records in CRM and planning systems.
- Provide general administrative support to advisors as needed.
Qualifications
- Diploma Level 4 Cii (preferred)
- Previous experience in a financial planning or wealth management firm
- Knowledge & experience of wide range of financial services products
- Confidence in determining the advice journey.
- Strong analytical skills with attention to detail
- Excellent written and verbal communication skills
- Ability to prioritise tasks and manage time effectively.
Benefits
- Competitive salary and bonus potential
- Death in Service and Income Protection
- Pension scheme
- 23 days holiday increasing to 25 days
Paraplanner - £35k-£45k - West Sussex in Horsham employer: Recruit UK
Join a dynamic team in West Sussex where your role as a Financial Paraplanner will be valued and supported. We offer a competitive salary, generous holiday allowance, and a strong commitment to employee development, ensuring you have the tools and opportunities to grow in your career. Our collaborative work culture fosters innovation and excellence, making it an ideal environment for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - £35k-£45k - West Sussex in Horsham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner - £35k-£45k - West Sussex in Horsham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
