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- Tasks: Support Independent Financial Advisors by compiling wealth reports and making recommendations.
- Company: Join a respected national advisory firm dedicated to providing the best solutions for clients.
- Benefits: Earn up to £40k, enjoy 25 days leave, a company pension, and training support.
- Why this job: Be part of a fast-growing business that values your career development and offers recognised qualifications.
- Qualifications: Experience in paraplanning or admin roles; customer advising experience is a plus but not essential.
- Other info: This is an office-based role in Newcastle, perfect for those seeking more responsibility.
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 are 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
So tell me about the role. 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.
Contact Detail:
Recruitment Agenda Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work as paraplanners or financial advisors. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with various product platforms commonly used in the industry. Being knowledgeable about these platforms will not only boost your confidence but also demonstrate your readiness for the role during any discussions.
✨Tip Number 3
Consider reaching out to current or former employees of our Newcastle team on professional networking sites. They can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss your experience with client interactions, even if it's limited. Highlighting your understanding of customer care and how you can contribute to compiling wealth reports will set you apart from other candidates.
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. Focus on your skills in providing support to financial advisors, compiling wealth reports, and any experience with product platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific experiences that demonstrate your ability to support clients and advisors effectively.
Highlight Relevant Qualifications: If you have any industry-recognised qualifications or training, be sure to mention them in your application. This will show your commitment to professional development and your readiness for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the paraplanning role.
How to prepare for a job interview at Recruitment Agenda Limited
✨Know Your Products
Familiarise yourself with various financial products and platforms. Be prepared to discuss your experience with them, as this role requires accuracy in sourcing products from recognised platforms.
✨Demonstrate Client Care
Showcase your understanding of client needs and how you can support advisers in compiling wealth reports. Highlight any previous experience where you've directly advised clients or contributed to their financial goals.
✨Highlight Your Qualifications
If you have any industry-recognised qualifications, make sure to mention them. If you're newly qualified, express your eagerness to learn and grow within the company, as they value career development.
✨Prepare Questions
Have a few thoughtful questions ready about the company culture, team dynamics, and the specific expectations for the paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
