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- Tasks: Support advisers by writing reports, researching products, and assisting with client queries.
- Company: Join a friendly team at a highly regarded financial advisory firm.
- Benefits: Enjoy hybrid working, 25 days holiday, and professional development support.
- Other info: Flexible hours and in-house training to help you grow.
- Why this job: Kickstart your career in finance with clear progression to Adviser roles.
- Qualifications: Experience in paraplanning and strong report-writing skills are essential.
The predicted salary is between 38000 - 40000 £ per year.
An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work. Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries.
The role:
- Working closely with advisers to deliver compliant, high-quality advice, including:
- Writing financial planning and suitability reports
- Researching products and preparing illustrations/recommendations
- Preparing review packs and maintaining accurate client records
- Assisting with client queries and plan submissions
- Staying up to date with products, legislation, and compliance requirements
- Ensuring files and documentation are accurate, well-presented, and compliant
The person:
- Experienced in paraplanning with strong technical and report-writing skills.
- Diploma qualified (or working towards) is desirable.
- Highly organised, reliable, and client-focused with excellent written and verbal communication.
- A proactive team player with strong problem-solving and analytical skills.
Starting Salary: £38,000-£40,000 per annum
Benefits:
- Hybrid working considered
- 25 days holiday, plus Bank Holidays & your birthday off!
- Professional industry exams paid for, along with study supported
- In-House Training Academy
- Annual Salary Review
- Life Assurance & Pension
- Progression through to Adviser if desired
Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.
Paraplanner in Belfast employer: RECRUITMENT 22 LIMITED
Contact Detail:
RECRUITMENT 22 LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work as advisers or paraplanners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a paraplanner. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your skills! Bring along examples of your report-writing and technical support work to interviews. This will demonstrate your expertise and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way, whether it’s crafting your CV or prepping for interviews.
We think you need these skills to ace Paraplanner in Belfast
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight your experience in paraplanning and technical support. We want to see how your skills align with the role, so don’t hold back on showcasing your report-writing prowess!
Showcase Your Communication Skills: Since this role involves a lot of client interaction and collaboration with advisers, it’s crucial to demonstrate your excellent written and verbal communication skills. Use clear and concise language in your application to reflect this.
Highlight Your Organisational Skills: Being highly organised is key for a Paraplanner. In your application, mention any tools or methods you use to stay on top of tasks and maintain accurate client records. We love a proactive team player!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. If you’re unsure about your CV or need help, just reach out! We’re here to support you every step of the way.
How to prepare for a job interview at RECRUITMENT 22 LIMITED
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Familiarise yourself with financial products, compliance requirements, and report-writing techniques. This will not only help you answer questions confidently but also show that you're proactive and well-prepared.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with advisers and clients. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to demonstrate how you've successfully handled client queries or collaborated with team members.
✨Be Organised and Detail-Oriented
Highlight your organisational skills by discussing how you manage client records and documentation. Bring along examples of well-presented reports or review packs you've prepared in the past. This will illustrate your attention to detail and commitment to delivering high-quality work.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, professional development opportunities, and the team you'll be working with. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.