At a Glance
- 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.
- Other info: Great career progression opportunities with approachable management.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Experience in financial advice and strong communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
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 & expansion. This newly created Paraplanner role is located for their Dinnington 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. Please apply to us here at Recruit Wealth for an immediate response.
Paraplanner in Rotherham employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer that prioritises employee growth and development within a dynamic and supportive work culture. With hybrid working arrangements, competitive salaries, and a commitment to professional advancement, employees are empowered to thrive in their roles while contributing to exceptional client service in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Rotherham
✨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 companies like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for interviews by researching the company inside out. Know their services, values, and recent news. This shows you’re genuinely interested and helps you tailor your answers to what they care about.
✨Tip Number 3
Practice your communication skills! As a paraplanner, you'll need to convey complex information clearly. Try mock interviews with friends or family to get comfortable explaining financial concepts in simple terms.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner in Rotherham
Some tips for your application 🫡
Read the Job Description Carefully:Before you start your application, make sure to read through the job description thoroughly. It’s packed with important details about what we’re looking for in a Paraplanner, and understanding these will help you tailor your application to stand out.
Showcase Your Relevant Experience:When writing your application, highlight any experience you have in financial advice or paraplanning. We want to see how your skills align with our needs, so don’t be shy about sharing specific examples of your past work that relate to the role.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary and avoid jargon unless it’s relevant to the role. Remember, clarity is key!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all the necessary documents in one go. Plus, it helps us keep track of your application!
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 Paraplanning Skills
Be ready to discuss your experience with compiling financial reports and using software like IO/Intelligent Office. Prepare examples of how you've supported financial planners in the past, as this will demonstrate your hands-on experience and problem-solving abilities.
✨Communicate Clearly
Outstanding communication is key for a Paraplanner. Practice explaining complex financial concepts in simple terms. During the interview, be clear and concise in your responses, and don’t hesitate to ask for clarification if you don’t understand a question.
✨Demonstrate Team Spirit
This role requires collaboration with financial planners and clients. Be prepared to share examples of how you've worked effectively in a team. Highlight your adaptability and willingness to support others, as this will resonate well with the company’s culture.
