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For Companies At a Glance
- Tasks: Join our team to prepare financial advice documents and support advisers with technical guidance.
- Company: Be part of a trusted national brand experiencing rapid growth and expansion.
- Benefits: Enjoy a dynamic work environment with opportunities for professional development and career advancement.
- Why this job: This is your chance to make an impact in financial planning while working with a supportive team.
- Qualifications: Experience in paraplanning or financial services is essential; strong attention to detail is a must.
- Other info: This role offers a unique opportunity to grow within a well-established company backed by Private Equity.
The predicted salary is between 36000 - 60000 £ per year.
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Newcastle offices. The business is going from strength to strength with rapid growth and expansion due to securing Private Equity backing. Our client is a well-known, trusted brand and there has never been a better time to join them than now. Overview The national paraplanning team are responsible for the preparation and submission of advice pre-approval forms and suitability reports. You will be relied upon for technical guidance to the financial advisers to ensure clients receive excellent financial advice. What will your role entail? These newly created opportunities will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established teams of existing Paraplanners. Main duties: Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports from template format Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is complia…
Paraplanner employer: Recruit Wealth
Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in your role but also demonstrate your commitment to providing excellent financial advice.
✨Tip Number 2
Network with current Paraplanners and financial advisers in the industry. Engaging with professionals can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Stay updated on the latest financial planning technologies and tools. Being proficient in these can set you apart from other candidates and show that you're ready to contribute effectively from day one.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported financial advisers in the past. Highlighting your experience with pre-approval documentation and suitability reports will make a strong impression.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, as this will help you tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in paraplanning or related financial services roles. Be specific about your contributions, such as preparing suitability reports or working with compliance teams.
Showcase Technical Skills: Make sure to mention any technical skills or software proficiency that are relevant to the role. This could include familiarity with financial planning software or experience in conducting financial calculations.
Craft a Compelling Cover Letter: Write a personalized cover letter that explains why you are interested in this position and how your background aligns with the company's goals. Use specific examples to demonstrate your understanding of the industry and your proactive approach to self-development.
How to prepare for a job interview at Recruit Wealth
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your technical knowledge during the interview. Brush up on financial regulations, compliance standards, and the latest industry trends to show that you're well-informed and ready to provide valuable support.
✨Showcase Your Attention to Detail
Since the role involves preparing accurate suitability reports and pre-approval documentation, be prepared to discuss examples from your past work where your attention to detail made a difference. Highlight any experiences where you caught errors or improved processes.
✨Familiarize Yourself with Technology
The job requires utilizing technology for producing solutions. Be ready to talk about the software and tools you've used in previous roles. If you have experience with specific financial planning software, mention it to demonstrate your technical proficiency.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the company's growth, team dynamics, and how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
