At a Glance
- Tasks: Analyse client financial circumstances and produce detailed suitability reports.
- Company: Join an award-winning private Financial Planning business in Ware, Herts.
- Benefits: Enjoy a competitive salary of £45k, hybrid working, and 25 days holiday.
- Other info: First exam for CII - RO Level 4 Dip paid by the employer.
- Why this job: Showcase your independent thinking while supporting Financial Advisers in client meetings.
- Qualifications: Minimum of 3 years Paraplanning experience is 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
- Training available. First exam paid for. CII - RO. Level 4 Dip.
- 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 London employer: RecruitAbility Ltd
This award-winning Financial Planning firm offers a competitive salary and a hybrid working structure. Located close to the train station, the team values independent thinking and collaboration with Financial Advisers.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like RecruitAbility Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from RecruitAbility Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like RecruitAbility Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in RecruitAbility Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show RecruitAbility Ltd how you can be a team player!
How to prepare for a job interview at RecruitAbility Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with RecruitAbility Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with RecruitAbility Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
