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- Tasks: Compile financial reports and support planners in finding the best solutions for clients.
- Company: Join a fast-growing, award-winning financial planning business in the UK.
- Benefits: Enjoy bonuses, 25 days holiday, study support, and flexible working options.
- Why this job: Make a real impact in financial planning while growing your career in a supportive environment.
- Qualifications: Experience in financial advice and strong communication skills are essential.
- Other info: Hybrid working with excellent career progression opportunities and approachable management.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Haywards Heath 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. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Paraplanner in Haywards Heath employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Haywards Heath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, 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 interviews by brushing up on your knowledge of financial products and legislation. We want you to shine when discussing how you can support Financial Planners and clients alike!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed workloads or prioritised tasks in previous roles. This will highlight your ability to thrive in a busy environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed quickly. Plus, we’re here to support you every step of the way in landing that Paraplanner role.
We think you need these skills to ace Paraplanner in Haywards Heath
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial advice and any relevant qualifications, like your diploma, to show us you’re the right fit!
Show Off Your Skills: We want to see your outstanding communication and organisational skills shine through. Use specific examples from your past roles to demonstrate how you've successfully managed workloads and supported teams.
Be Professional Yet Personable: While we appreciate professionalism, don’t be afraid to let your personality come through in your application. We’re looking for someone who can connect with clients and colleagues alike, so a friendly tone can go a long way!
Apply Through Our Website: For the best chance of getting noticed, make sure to apply directly through our website. It’s the quickest way for us to receive your application and get back to you with an update!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest products, legislation, and trends in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
As a Paraplanner, you'll need to juggle multiple tasks. Prepare examples of how you've managed workloads in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your organisational prowess.
✨Communicate Clearly
Outstanding communication is key in this role. Practice explaining complex financial concepts in simple terms. During the interview, be clear and concise in your answers, and don’t hesitate to ask for clarification if you don’t understand a question.
✨Be Ready to Discuss Software Proficiency
Familiarity with IO/Intelligent Office software is a plus. Be prepared to discuss your experience with various office software like Word, Excel, and PowerPoint. If you have any specific examples of how you've used these tools effectively, share them!
