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- Tasks: Compile financial reports and support planners in finding the best solutions for clients.
- Company: Join a fast-growing national Financial Planning business with a supportive culture.
- Benefits: Enjoy bonuses, 25 days holiday, study support, and flexible working options.
- Other info: Great career progression opportunities and approachable management.
- Why this job: Make a real impact in finance while developing your skills in a dynamic environment.
- Qualifications: Experience in financial advice and strong communication skills are essential.
The predicted salary is between 38000 - 40000 £ per year.
Recruit Wealth is delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This newly created role is located at their Braintree regional hub, one of 50+ national offices.
Responsibilities
- Compiling detailed financial planning reports for the Financial Planners to present to clients
- Support the Financial Planners by conducting research on products and helping find the right solutions for clients
- Assisting with reviews and requests, acting as a point of contact for clients' technical day-to-day queries
- Arranging for plans to be submitted to company providers
- Maintain client records on company software, ensuring all files are well-presented, accurate and compliant
- Prepare client review packs and conduct illustration requests
- Keep up to date with financial products and legislation
- Comply with all firm and industry guidelines, rules and regulations
Role Requirements
- Experience in a financial advice firm and paraplanner skills is essential
- Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience
- Experienced in using IO/Intelligent Office software ideally
- A reliable individual who has the ability to manage and prioritise workloads
- Outstanding communication skills at all levels
- Analytical and problem-solving skills
- Experience of working as part of a team
- Excellent organisational and multi-tasking abilities are essential
- Flexibility / adaptability to cope with change
- Confident with IT and office software packages Word, Excel, PowerPoint
Benefits Of Joining The Business
- Quarterly paraplanning bonuses
- 25 days holiday plus bank holidays
- Day off for your birthday
- Annual salary reviews
- Staff awards
- Study support for professional industry exams
- Adviser Academy if desired
- Progression
- Holiday Purchase Scheme
- Life Assurance
- Private pension
- Corporate Eyecare cover
- Flex / Hybrid working
This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
Location: Braintree, Essex – Hybrid Working | Salary: £38,000 - £40,000 per year | Job type: Permanent | Posted: 03/11/2025
Paraplanner in Essex employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Essex
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and legislation. Make sure you can confidently discuss how your skills align with the responsibilities listed in the job description. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’re always looking for talented individuals like you, and applying directly can help us get your application in front of the right people faster.
We think you need these skills to ace Paraplanner in Essex
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your cover letter, showcase your analytical and problem-solving skills. Mention specific examples of how you've used these in previous roles. This will help us see how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially in a role that requires outstanding communication skills!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Understand the latest products and legislation, as well as the specific services offered by the company. This will show that you're not just interested in the role but are also committed to staying informed in the industry.
✨Showcase Your Paraplanning Skills
Be ready to discuss your experience in compiling financial planning reports and conducting product research. Prepare examples of how you've supported financial planners in the past, and highlight any specific software you've used, like IO/Intelligent Office. This will demonstrate your hands-on experience and suitability for the role.
✨Communication is Key
Since you'll be acting as a point of contact for clients, it's crucial to showcase your communication skills. Practice explaining complex financial concepts in simple terms. During the interview, be clear and concise in your responses, and don’t hesitate to ask questions if you need clarification.
✨Demonstrate Your Organisational Skills
The role requires excellent organisational abilities, so come prepared with examples of how you've managed multiple tasks or projects simultaneously. Discuss any tools or methods you use to stay organised, and be ready to explain how you prioritise your workload effectively.