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- Tasks: Support Independent Financial Advisors by compiling wealth reports and making recommendations.
- Company: Join a respected, fully independent advisory firm in Newcastle.
- Benefits: Earn up to £40k, enjoy 25 days leave, bank holidays, and a company pension.
- Why this job: Be part of a fast-growing business that values your career development and offers training support.
- Qualifications: Experience in paraplanning or admin roles preferred; customer advising experience is a plus.
- Other info: Office-based role with opportunities for industry-recognised qualifications.
The predicted salary is between 28800 - 48000 £ per year.
Are you an experienced paraplanner who is looking to move to a national and well-respected advisory firm? Perhaps you're newly qualified or a highly experienced admin ready for more responsibility? We're looking for a new paraplanner to join our Newcastle team, supporting our Independent Financial Advisors. We are a fully independent organisation allowing us to serve our clients with the best solutions possible.
So what's the package?
- Up to £40k DOE
- 25 days leave plus bank holidays
- Company pension
- Training support
As a paraplanner you'll provide high-level support to our advisers and their 100-150 clients. As you'd expect, working in professional services, this is an office-based role. You'll be expected to be able to operate within multiple product platforms with accuracy - do you have experience of sourcing products from recognised platforms? Customers need great care and you'll help compile wealth reports and make recommendations based upon their future goals. Some experience advising customers directly is preferred but not essential.
As one of the nation's quickest growing businesses, we'll support your career journey providing industry recognised qualifications and support. Sound like the role for you? Apply now.
Paraplanner employer: Recruitment Agenda Limited
Contact Detail:
Recruitment Agenda Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products and platforms mentioned in the job description. Being able to discuss these confidently during your interview will show that you're proactive and knowledgeable about the role.
✨Tip Number 2
Network with current or former paraplanners in similar roles. They can provide insights into the day-to-day responsibilities and expectations, which can help you tailor your approach when discussing your experience.
✨Tip Number 3
Prepare to discuss how you've handled client relationships in the past, even if indirectly. Highlighting your ability to understand client needs and provide tailored solutions will resonate well with the hiring team.
✨Tip Number 4
Research the company’s values and recent achievements. Being able to articulate why you want to work for a national and respected advisory firm like ours will demonstrate your genuine interest and alignment with our mission.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner or in financial services. Emphasise any specific skills related to supporting financial advisors and working with multiple product platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of the importance of client care and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you have any industry-recognised qualifications or training, be sure to mention these in your application. This will demonstrate your commitment to professional development and your readiness for the role.
Showcase Your Client Interaction Experience: Even if direct advising experience is not essential, highlight any customer service or client interaction roles you've held. This will show your ability to communicate effectively and understand client needs.
How to prepare for a job interview at Recruitment Agenda Limited
✨Know Your Products
Familiarise yourself with the various product platforms and solutions that the company uses. Be prepared to discuss your experience with these products and how you can apply that knowledge to support the Independent Financial Advisors.
✨Demonstrate Client Care
Showcase your understanding of client care by discussing past experiences where you've provided exceptional service. Highlight your ability to compile wealth reports and make recommendations based on clients' future goals.
✨Highlight Relevant Experience
Whether you're newly qualified or have extensive admin experience, be ready to explain how your background makes you a suitable candidate for the paraplanner role. Share specific examples of your responsibilities and achievements in previous positions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training support, and career progression opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
