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- Tasks: As a Paraplanner, you'll analyse client arrangements and prepare compliant reports.
- Company: Join a growing Financial Advice business focused on client care and support.
- Benefits: Enjoy 25 days holiday, professional exam support, and a birthday day-off.
- Why this job: This role offers career progression to Adviser and a supportive training environment.
- Qualifications: Experience in financial services and a passion for client care are essential.
- Other info: Hybrid working options available; apply now for a rewarding career!
The predicted salary is between 32000 - 48000 £ per year.
We're working with a growing Financial Advice business who are in need of a Paraplanner. A Paraplanner who cares about the clients and has worked closely with Advisers to provide the best possible service and advice.
You will:
- Analyse clients’ existing arrangements
- Research alternative products
- Find the right solutions
- Prepare accurate and compliant suitability reports
If you have this experience your benefits will include:
- Professional industry exams paid for and study supported.
- 25 days holiday (exc. Bank holidays)
- Holiday Purchase scheme
- In-House Training Academy
- Annual Salary Review
- Day-off on Birthday
- Life Assurance & Pension
- Progression through to Adviser if desired
Apply now or contact Richard at Recruitment22 for more information.
Paraplanner employer: recruitment22
Contact Detail:
recruitment22 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with current Paraplanners or Financial Advisers. Engaging with professionals in the field can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported Advisers in the past. Highlighting your experience in preparing suitability reports and analysing client arrangements will show that you're a strong fit for the role.
✨Tip Number 4
Research the company culture and values of the financial advice business. Tailoring your conversation to align with their mission can make a positive impression during any discussions or interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with tasks such as analysing client arrangements and preparing suitability reports.
Tailor Your CV: Highlight relevant experience in financial advice and any previous work with advisers. Make sure to showcase your analytical skills and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients and your commitment to providing excellent service. Mention any specific experiences that demonstrate your ability to research products and prepare reports.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which is essential in the financial sector.
How to prepare for a job interview at recruitment22
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. Be prepared to discuss how you would analyse clients' existing arrangements and research alternatives, as this is a key part of the Paraplanner role.
✨Demonstrate Client-Centric Thinking
Show that you genuinely care about clients by sharing examples of how you've previously provided excellent service. Highlight your ability to work closely with Advisers to ensure clients receive the best possible advice.
✨Prepare for Compliance Questions
Since preparing accurate and compliant suitability reports is crucial, be ready to discuss your experience with compliance in financial services. Familiarise yourself with relevant regulations and be prepared to explain how you ensure compliance in your work.
✨Express Your Career Aspirations
If you're interested in progressing to an Adviser role, make sure to communicate this during the interview. Companies appreciate candidates who are motivated and have clear career goals, so share your ambitions and how you plan to achieve them.
