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- Tasks: Compile financial reports and support planners in finding solutions for clients.
- Company: Join a fast-growing, award-winning financial planning business in the UK.
- Benefits: Enjoy 25 days holiday, bonuses, study support, and flexible working options.
- Other info: Hybrid working model with excellent progression opportunities.
- Why this job: Make a real impact in financial planning while developing your career.
- Qualifications: Experience in financial advice and strong communication skills are essential.
The predicted salary is between 40000 - 45000 £ per year.
Recruit Wealth is delighted to be representing one of the fastest growing, national financial planning businesses in the UK. The client offers a truly holistic service across financial planning, wealth management, investment management, and professional services. They are award‑winning, regularly featured in the financial press, and PE backed for further growth. This newly created paraplanner role is located at their Maidstone regional hub.
Responsibilities
- Compiling detailed financial planning reports for financial planners to present to clients
- Supporting financial planners by researching products and helping find suitable solutions for clients
- Assisting with reviews and requests, acting as the point of contact for clients' technical day‑to‑day queries
- Arranging for plans to be submitted to company providers
- Maintaining client records on company software, ensuring all files are well‑presented, accurate and compliant
- Preparing client review packs and conducting illustration requests
- Keeping up to date with financial products and legislation
- Complying with all firm and industry guidelines, rules and regulations
Role Requirements
- Experience in a financial advice firm with paraplanning skills is essential
- Diploma qualified is highly desirable, but consideration will be given to candidates with relevant skills and experience
- Experience in using IO/Intelligent Office software is ideal
- Reliable with the ability to manage and prioritise workloads
- Outstanding communication skills at all levels
- Analytical and problem‑solving skills
- Experience working as part of a team
- Excellent organisational and multi‑tasking abilities are essential
- Flexibility and adaptability to cope with change
- Confident with IT and office software packages Word, Excel and PowerPoint
Benefits
- 25 days holiday plus bank holidays, option to purchase an additional 5 days holiday, day off for your birthday
- Quarterly paraplanning bonuses, annual salary reviews, staff awards
- Study support for professional industry exams, adviser academy if desired, progression opportunities
- Holiday purchase scheme, life assurance, private pension, corporate eyecare cover
- Flex/hybrid working. This opportunity is offered on a hybrid working week: 3 days in office and 2 days working from home.
Location: Maidstone, Kent | Salary: £40,000 – £45,000 per year | Job type: Permanent
Paraplanner in Kent employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Kent
✨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. The more confident you are in discussing these topics, the better you'll impress potential employers. Plus, it shows you're serious about the role!
✨Tip Number 3
Don’t forget to showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects in the past. This will highlight your ability to thrive in a fast-paced environment like the one at Recruit Wealth.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. So, go ahead and submit your application today!
We think you need these skills to ace Paraplanner in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning skills and any relevant qualifications, like your diploma, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your experience aligns with what we’re looking for. Keep it engaging and personal.
Showcase Your Communication Skills: Since outstanding communication is key for this role, make sure your application is clear and well-structured. We want to see that you can convey information effectively right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest products and legislation, as well as the company's services. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Paraplanning Skills
Be ready to discuss your previous experience in paraplanning. Prepare examples of reports you've compiled or how you've supported financial planners in the past. This will demonstrate your practical skills and how you can add value to their team.
✨Communicate Clearly
Outstanding communication is key for this role. Practice explaining complex financial concepts in simple terms. During the interview, make sure to listen carefully and respond thoughtfully to questions, showcasing your analytical and problem-solving abilities.
✨Get Familiar with IO Software
If you have experience with IO/Intelligent Office software, be prepared to discuss it. If not, do a bit of research to understand its functionalities. Showing that you're tech-savvy and willing to learn will impress the interviewers.