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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 with progression opportunities from Paraplanner to Financial Adviser.
- Qualifications: Experience in paraplanning and strong report-writing skills are essential.
The predicted salary is between 43000 - 45000 £ 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: £43,000-£45,000 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 Droitwich employer: RECRUITMENT 22 LIMITED
Contact Detail:
RECRUITMENT 22 LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Droitwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who are already working as advisers or paraplanners. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. Think about how you can showcase your technical skills and problem-solving abilities. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and get noticed. Plus, we’re here to help you every step of the way, whether it’s with your CV or interview prep.
We think you need these skills to ace Paraplanner in Droitwich
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 to see proactive approaches!
Apply Through Our Website: We encourage you to apply directly 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 maintain accurate client records and prepare review packs. Bring along examples of your work, like reports or illustrations, to showcase your attention to detail and ability to deliver high-quality outputs.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to professional development and the progression from Paraplanner to Adviser. This shows your interest in the role and helps you gauge if the company aligns with your career goals. Plus, it gives you a chance to engage with the interviewers on a deeper level.