At a Glance
- Tasks: Conduct research and create detailed suitability reports for clients' financial objectives.
- Company: Award-winning financial planning business with a strong UK presence.
- Benefits: Generous salary, bonuses, remote work options, and full training provided.
- Other info: Great career progression opportunities and a professional working culture.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Diploma status preferred; 2+ years experience in a similar role required.
The predicted salary is between 38000 - 45000 £ per year.
Recruit Wealth is representing a private equity backed, directly authorised and award winning national Financial Planning business. We are looking to appoint several Paraplanners to its Halesowen offices. Our client already has a large UK presence with around 40+ offices; these newly created roles are due to recent acquisitions and increased Adviser headcount in the area.
Responsibilities
- Your role will be to conduct research/analysis and create detailed suitability reports based on the client’s existing and long‑term objectives.
- Working alongside the Advisers you'll be delivering the highest levels of client care with positive outcomes.
Qualifications
- Diploma status already (but not essential if you are working towards this).
- About 2+ years experience in a similar role.
- Strong communication, presentation and IT skills with the use of well known industry backoffice software.
Benefits
- A very generous salary, company bonus and other benefits.
- Working from home option.
- Full training on systems and internal procedures will be provided from the existing team as you onboard into the role and beyond.
- Progression opportunities including an Academy program for moving into an advisory role.
- Professional and encouraging working culture with excellent staff retention.
Location & Salary
- Location: Halesowen, West Midlands
- Salary: £38000 - £45000 per year
- Job type: Permanent
- Posted: 04/01/2024
Paraplanner employer: Recruit Wealth Limited
Recruit Wealth is an exceptional employer, offering a supportive and professional working culture in Halesowen, where employees can thrive and grow. With generous salaries, bonuses, and the flexibility of remote work, we prioritise employee well-being and development through comprehensive training and clear progression pathways, including our Academy programme for aspiring advisers. Join us to be part of a dynamic team that values client care and fosters long-term career success.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at Recruit Wealth. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of suitability reports and client care. We want you to shine when discussing how you can contribute to the team and enhance client outcomes.
✨Tip Number 3
Showcase your IT skills! Familiarise yourself with the back-office software commonly used in the industry. Being able to demonstrate your tech-savviness can set you apart from 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 take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your research and analysis abilities, as well as any relevant qualifications or software you’ve used.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background makes you a great fit for the team at Recruit Wealth.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application is clear and concise. Use professional language but let your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific responsibilities of a Paraplanner. Familiarise yourself with the latest industry trends and regulations, as well as the back-office software commonly used in the field.
✨Showcase Your Experience
Prepare to discuss your previous roles and how they relate to the position you're applying for. Highlight any relevant experience you have in conducting research, analysis, and creating suitability reports, as these are key aspects of the job.
✨Communicate Clearly
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. This will demonstrate your ability to work effectively with Advisers and clients.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, training opportunities, and the team you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
