At a Glance
- Tasks: Support financial planners by analysing client situations and preparing meeting agendas.
- Company: Join a forward-thinking financial planning company with a fun, passionate team.
- Benefits: Flexible or part-time working, competitive salary, and excellent career progression opportunities.
- Other info: Dynamic environment with a focus on personal and professional growth.
- Why this job: Make a positive impact on clients' lives while growing your career in finance.
- Qualifications: Experience in a similar role, strong analytical skills, and a friendly team player.
The predicted salary is between 40500 - 49500 £ per year.
Are you looking for a company that will allow you to grow and be a vital part of their continued success? Would you like the opportunity for flexible or part-time working?!
Recruit UK are working on an excellent opportunity for a Junior paraplanner in Wincanton, North Somerset, to join a forward-thinking financial planning company.
What’s in it for you
A work-family feeling, a team that is passionate, fun and driven to your growth.
They want to make a positive difference in the life of each client and employee, dealing specifically with UHNW clients they are looking for presentable, approachable and hard-working individuals to join the team.
Competitive salary, dependent on experience.
Excellent opportunities for career progression to match your career aims and ambitions.
And the opportunity for part-time or flexible working!
The role
- Understanding the client’s financial situation and making proposals for their planners
- Undertake technical research and financial analysis to allow planners to identify suitable solutions for the client (will receive training on this if not completed this before)
- Preparing and creating agendas for clients meetings
- Attending client meetings and writing minutes
- Using cash flow modeling to prepare a lifestyle financial plan
- Answering technical questions, be the go-between clients and Planners
- Preparing suitability letters
Skills and experience required
They’re looking for a likeminded Administrator/paraplanner that has experience in a similar environment.
- Numerate and can analyse statistics
- Good understanding of compliance issues
- Problem-solving skills
- Undertake technical analytical work inc cash flow forecasting and investment analysis
- Friendly and works well as a part of a team
- Works well under pressure and ensures deadlines are met
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role.
We have a reach of more than 100,000 financial services connections.
Right now, Recruit UK are pleased to be working with a forward-thinking financial planning company based in Wincanton on a junior paraplanner role.
Our commitment to you
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- #J-18808-Ljbffr
Junior Paraplanner in Wincanton employer: RecruitUK
Join a thriving Wealth Management firm in Fareham that values family-oriented culture and genuine client relationships. With benefits like private medical insurance, pension contributions, and flexible working options, this is an excellent opportunity for a Financial Adviser looking to grow in a supportive environment. The firm prioritises employee development through regular one-on-one support and offers immediate bonuses from client income, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Wincanton
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like RecruitUK often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at RecruitUK.
We think you need these skills to ace Junior Paraplanner in Wincanton
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at RecruitUK and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at RecruitUK. A little light-heartedness can go a long way!
How to prepare for a job interview at RecruitUK
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
