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- Tasks: Support financial advisers and provide valuable insights to clients.
- Company: Join a respected Chartered Independent Financial Advice firm in Gloucestershire.
- Benefits: Flexible part-time hours, supportive team, and access to top-notch software.
- Other info: Great opportunity for career growth in a thriving, referral-based firm.
- Why this job: Make a real difference in clients' financial journeys while enjoying autonomy.
- Qualifications: Diploma in Regulated Financial Planning and two years' Paraplanning experience required.
The predicted salary is between 36000 - 60000 £ per year.
Recruit UK are working on an excellent opportunity for a Paraplanner in Gloucestershire to join a Chartered Independent Financial Advice firm on a part-time basis. Are you a Paraplanner who desires a career with more autonomy, who wishes to be valued and have a positive impact on the advice given to clients? My client and I are seeking an experienced Paraplanner to join the team, ideally on a full-time basis but open to candidates looking for part-time work. This is an opportunity for an individual looking to utilise their skills and expertise in financial planning support. You will be working closely with the advisers of the firm and will have access to excellent back-office software. This is a firm that has been built by referrals, continuing to grow due to the high level of satisfaction from the services they have provided to their clients.
Skills and experience required
- Working towards a Diploma in Regulated Financial Planning
- At least two years’ experience as a Paraplanner
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 jobs 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.
Paraplanner employer: RecruitUK
Contact Detail:
RecruitUK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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! Use platforms like LinkedIn to showcase your skills and experience. Join relevant groups, engage with posts, and don’t hesitate to share your insights on financial planning. This can help you stand out and attract potential employers.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of financial planning and the specific needs of clients. Be ready to discuss how your experience aligns with the firm’s values and how you can contribute to their success.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities tailored for Paraplanners like you. Plus, we’re here to support you every step of the way, so let’s get you that dream job!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your progress towards a Diploma in Regulated Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about becoming a Paraplanner with us. Share specific examples of how you've made a positive impact in previous roles, and don’t forget to mention your desire for autonomy in your career.
Showcase Your Experience: We love seeing candidates who can demonstrate their experience clearly. If you’ve got at least two years as a Paraplanner, make sure to detail your responsibilities and achievements. This helps us understand how you can contribute to our team right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at RecruitUK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specifics of the role. Understand the key responsibilities of a Paraplanner and be ready to discuss how your experience aligns with them.
✨Showcase Your Autonomy
Since the firm values autonomy, prepare examples from your past work where you took initiative or made independent decisions. This will demonstrate that you can thrive in a role that requires self-direction.
✨Connect with Their Values
Research the firm’s approach to client satisfaction and referrals. Be ready to discuss how you can contribute to maintaining their high standards and what client service means to you.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, the team dynamics, and the tools they use. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.