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- Tasks: Analyse client financial situations and create detailed reports while collaborating with Financial Advisers.
- Company: Award-winning financial planning business with a focus on independent thinking.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and training support.
- Other info: Flexible working hours and close to train station for easy commuting.
- Why this job: Join a thriving team and make a real impact in clients' financial journeys.
- Qualifications: 3+ years of paraplanning experience preferred.
The predicted salary is between 45000 - 45000 £ per year.
An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location.
Duties of the Paraplanner role:
- Understanding and analysing new and existing client current personal and financial circumstances and objectives
- Fielding new business calls from prospective clients
- Writing and producing detailed suitability reports
- Researching products for client individual circumstances and goals
- Communicating with clients and working closely with the Financial Advisers
- Supporting Financial Adviser and working as a team
- Joining client meetings where required
- Working with Network regulator to assist with FCA compliance
Salary and Benefits for the Paraplanner role:
- Competitive local salary of £45k
- Hybrid flexible working structure
- 25 days holiday (inc. bank holidays)
- 5% pension contribution
- DIS Training available. First exam paid for.
- CII - RO. Level 4 Dip. First exam paid for by employer
- Close to Train station location
- 9-5.30pm Mon - Fri
Skills and experience required:
- Minimum of 3 years in a Paraplanning experience preferred
Paraplanner in England employer: RecruitAbility Ltd
Contact Detail:
RecruitAbility Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect paraplanner role!
✨Tip Number 2
Show off your skills in interviews! Prepare to discuss your experience with client meetings and suitability reports. Bring examples of how you've supported financial advisers in the past. This is your chance to shine and demonstrate your independent thinking!
✨Tip Number 3
Research the company before your interview. Understand their values and how they approach financial planning. This will help you tailor your answers and show that you're genuinely interested in joining their thriving business.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly. Plus, it shows you're serious about wanting to join our team. Don’t miss out on this opportunity to work in a hybrid environment with a competitive salary!
We think you need these skills to ace Paraplanner in England
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 experience and any relevant qualifications to show us you’re the perfect fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our award-winning financial planning business and how your independent thinking can contribute to our success.
Show Off Your Communication Skills: As a paraplanner, you'll be communicating with clients and working closely with financial advisers. Make sure your application showcases your ability to convey complex information clearly and effectively.
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 from our team!
How to prepare for a job interview at RecruitAbility Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Understand the key concepts, regulations, and products relevant to the role. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your skills in analysing client circumstances and writing suitability reports. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Ask Smart Questions
At the end of the interview, don’t shy away from asking insightful questions about the company’s approach to client meetings or how they support their paraplanners. This shows that you’re engaged and thinking about how you can contribute to their success.
✨Be Yourself
While it’s important to be professional, let your personality shine through. The company is looking for someone who can think independently and fit into their team. So, relax, be authentic, and let them see the real you!