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For Companies At a Glance
- Tasks: Conduct research and create financial reports for clients' pensions and investments.
- Company: Join a national Independent Financial Planning and Wealth Management organisation.
- Benefits: Competitive salary, training provided, and flexible home working options.
- Other info: Opportunity for career growth and potential permanent role after maternity cover.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Experience in pensions and investments; Diploma status preferred but not essential.
The predicted salary is between 29000 - 35000 £ per year.
Recruit Wealth are representing a national Independent Financial Planning and Wealth Management organisation to seek an experienced Paraplanner. This role is a 12 month maternity cover with the view should the business be able to offer a permanent role this could be reviewed but not guaranteed.
Responsibilities
- Conduct detailed research and reports of the client’s current situation in the short, medium and long term relating to their pensions and investments.
- Explain complex solutions clearly and produce comprehensive financial planning reports whilst working closely with the Financial Planners.
- Assist high producing Financial Planners with a diverse portfolio of clients relating to their personal wealth.
Qualifications & Skills
- Ideally Diploma status already; however candidates without Diploma or studying towards will be considered due to urgency.
- In depth knowledge of Pensions and Investments within private client advice.
- Strong communication, presentation and IT skills with the use of advanced back office software. Experience with Intelligent Office is highly desirable.
- Full training on systems and internal procedures will be offered; some home working will be accommodated.
Additional Information
- Location: Bristol
- Salary: £29000 - £35000 per year
- Job type: Permanent/Contract
- Posted: 25/03/2021
Paraplanner in Bristol employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. We all know how crucial it is to explain complex solutions clearly, so practice articulating your thoughts on financial planning scenarios.
✨Tip Number 3
Showcase your tech skills! Familiarise yourself with Intelligent Office and other back office software. If you can demonstrate your proficiency during interviews, it’ll give you an edge over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with pensions and investments, and don’t forget to mention any relevant qualifications or skills that match the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Be sure to mention your communication skills and how you can assist Financial Planners effectively.
Showcase Your IT Skills: Since strong IT skills are essential, make sure to highlight your experience with back office software, especially if you’ve worked with Intelligent Office. This will show us you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss specific cases or scenarios where you've successfully navigated complex financial situations. This will show that you’re not just familiar with the theory but can apply it in real-world contexts.
✨Communicate Clearly
Since the role involves explaining complex solutions, practice articulating your thoughts clearly and concisely. You might want to prepare a few examples of how you've simplified complicated financial concepts for clients in the past. This will demonstrate your strong communication skills.
✨Showcase Your Tech Savvy
Familiarise yourself with Intelligent Office and any other back office software mentioned in the job description. If you have experience with these tools, be prepared to discuss how you've used them to enhance your work efficiency and client service.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to financial planning and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.