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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 to become a Financial Adviser.
- Qualifications: Experience in paraplanning and strong report-writing skills are essential.
The predicted salary is between 37000 - 38000 £ 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: £37,000-£38,000 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 Sheffield employer: RECRUITMENT 22 LIMITED
Contact Detail:
RECRUITMENT 22 LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Sheffield
✨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 brushing up on your technical knowledge and report-writing skills. We recommend practising common interview questions related to financial planning and compliance to show you're the right fit for the team.
✨Tip Number 3
Don’t forget to showcase your problem-solving abilities! During interviews, share examples of how you've tackled challenges in previous roles. This will highlight your analytical skills and make you stand out.
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, if you need help with your CV or have any questions, we’re here to support you every step of the way.
We think you need these skills to ace Paraplanner in Sheffield
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experience align with the Paraplanner role. We want to see how you can bring value to our team, so don’t hold back on showcasing your technical and report-writing skills!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us quickly see why you’re a great fit for the role.
Show Your Enthusiasm: Let your passion for paraplanning shine through in your application! We love candidates who are excited about the opportunity to support advisers and clients. A little enthusiasm goes a long way in making your application memorable.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. 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 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 ensure documentation is accurate. You might even want to bring a sample of your work (with sensitive info redacted) to showcase your attention to detail and professionalism.
✨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.