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- Tasks: Support financial advisers by preparing reports and conducting research on pensions and investments.
- Company: Dynamic paraplanning company with a focus on collaboration and client relationships.
- Benefits: Competitive salary, flexible hours, generous holiday, and progression opportunities.
- Other info: Flexible working arrangements to fit your lifestyle and commitments.
- Why this job: Join a supportive team and make a real impact in the financial advice sector.
- Qualifications: 1-2 years of paraplanning experience and strong analytical skills.
The predicted salary is between 40000 - 45000 £ per year.
A specialist outsourced Paraplanning company are keen to add a Paraplanner to their team. They do need someone with Paraplanning experience but more importantly, they need someone with an open mind. The company (and its Paraplanners) are an extension of the IFAs they support. They adapt to the specific needs and ways of working of clients, and ensure that communication and collaboration is a key part of the relationship. The progression is different from the 'norm' too. The scope here is to become an Account or Paraplanner Manager, looking after either key clients or new Paraplanners as they join the business, or both! And don't worry if you're not looking for progression, your application will be welcomed with as much enthusiasm as those that do. In summary, a wonderful opportunity for career Paraplanners with plenty of scope for those who want it.
The role:
- Working closely with different financial advice firms and their advisers, to provide technical support and deliver high-quality, compliant reports.
- Researching pensions and investments.
- Preparing suitability reports.
- Collaborating with colleagues to deliver excellent client outcomes.
- Maintaining accurate, compliant records and risk management standards.
- Keeping technical knowledge up to date through CPD.
The person:
- At least 1-2 years of paraplanning experience, ideally within an IFA.
- Strong analytical and report-writing skills, excellent attention to detail, and the ability to manage workloads effectively.
- Diploma qualified or working towards it is desirable.
The benefits:
- £40,000-£45,000 salary.
- Multiple progression opportunities.
- Only 2-3 days working in the office.
- 5% Pension Contributions.
- 4x DIS.
- 25 days holiday plus bank holidays.
- Flexible working hours and patterns (Accommodating external commitments e.g. regular appointments, childcare etc).
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 Sutton Coldfield employer: RECRUITMENT 22 LIMITED
Contact Detail:
RECRUITMENT 22 LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Sutton Coldfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Get social! Follow companies you’re interested in on LinkedIn and engage with their posts. This shows your enthusiasm and keeps you on their radar. Plus, it’s a great way to learn more about their culture and values.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to paraplanning. Think about how you can showcase your analytical skills and attention to detail. We want you to shine when it comes to discussing your experience!
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy, and we’re here to help you every step of the way. If you need assistance with your application or have any questions, just reach out to us!
We think you need these skills to ace Paraplanner in Sutton Coldfield
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your paraplanning experience in your application. We want to see how your background aligns with the role, so don’t hold back on sharing relevant details!
Tailor Your Application: Take a moment to customise your application for this specific role. Mention how you can adapt to different clients and your approach to collaboration, as these are key aspects we value at StudySmarter.
Keep It Clear and Concise: When writing your application, clarity is crucial. Use straightforward language and structure your thoughts well. We appreciate attention to detail, so make sure your application is free from typos and errors!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. If you have any questions or need help with your CV, just reach out to us – 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 paraplanning knowledge and the specific requirements of the role. Familiarise yourself with the types of reports you'll be preparing and the financial advice firms you'll be working with. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Show Your Flexibility
Since the company values adaptability, be ready to discuss how you've adjusted to different working styles in the past. Share examples of how you've collaborated with others to achieve excellent client outcomes. This will highlight your open-mindedness and ability to fit into their team.
✨Ask Smart Questions
Prepare thoughtful questions about the company's approach to paraplanning and client relationships. Inquire about their expectations for collaboration and communication. This not only shows your interest but also helps you gauge if their culture aligns with your work style.
✨Highlight Your Progression Goals
Even if you're not looking for immediate progression, it's good to express your interest in growth opportunities. Talk about how you see yourself evolving within the company, whether that's taking on more responsibility or mentoring new paraplanners. This demonstrates ambition and a commitment to the team's success.