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- Tasks: Join a remote team to prepare client files and build cash flow models.
- Company: Work with a boutique IFA known for its successful financial planning.
- Benefits: Enjoy a salary up to £45,000, 25 days holiday, and a pension contribution.
- Why this job: This role offers flexibility, a supportive team, and the chance to make a real impact.
- Qualifications: Previous paraplanner experience in Wealth Management and ideally Level 4 Diploma qualified.
- Other info: Fully remote work allows you to balance life and career seamlessly.
The predicted salary is between 27000 - 63000 £ per year.
Job Title: Remote Paraplanner Industry: Wealth Management Location: Cheltenham Salary: Up to £45,000 (negotiable dependent on skill set and experience) Job reference: 9429 Job Description: Recruit UK are recruiting for a Paraplanner (fully remote working offered) to join a boutique and successful financial planning practice in Cheltenham.This is an excellent opportunity for a Paraplanner, who is looking to work fully remotely, to join a boutique successful IFA. Duties will include but not be limited to: Preparing and maintaining client files and client reviews Building cash flow models Preparing recommendations and suitability reports Identifying areas for planning And more… Benefits: Salaries up to £45,000 Fully remote working offered 25 days holiday plus bank holidays Pension contribution Boutique IFA and close knit team Skills and experience required: Paraplanner experience previously in a Wealth Management company Ideally Level 4 Diploma qualified Ability to work as part of a team and as an individual About Recruit UK: As specialists in financial serv…
Paraplanner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the specific tools and software commonly used in wealth management. Being proficient in these can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend webinars or local meetups to connect with others who may provide insights or referrals for the Paraplanner role.
✨Tip Number 3
Stay updated on the latest trends and regulations in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss your previous experience in detail, especially any specific cases where you successfully supported financial planning. Real-life examples can make a strong impression.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner in the Wealth Management industry. Emphasize relevant skills such as preparing client files, building cash flow models, and writing suitability reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work remotely. Mention specific experiences that align with the duties listed in the job description.
Highlight Relevant Qualifications: If you hold a Level 4 Diploma or any other relevant qualifications, make sure to mention them prominently in your application. This will demonstrate your commitment to professional development in the field.
Showcase Teamwork and Independence: In your application, provide examples of how you've successfully worked both as part of a team and independently. This is crucial for a role that requires collaboration in a boutique IFA setting.
How to prepare for a job interview at Recruit UK
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous experience as a Paraplanner in detail. Highlight specific projects or tasks you've handled, especially those related to preparing client files and recommendations.
✨Demonstrate Your Technical Skills
Since the role involves building cash flow models and preparing suitability reports, be ready to talk about the tools and software you are proficient in. If possible, provide examples of how you've used these skills in past roles.
✨Emphasize Team Collaboration
Even though the position is remote, teamwork is still crucial. Share examples of how you've successfully collaborated with colleagues in the past, whether in person or virtually, to achieve common goals.
✨Prepare Questions About the Company
Research the boutique IFA and prepare thoughtful questions about their approach to financial planning and client management. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
