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- Tasks: Prepare financial plans and reports while enhancing paraplanning processes.
- Company: Join a forward-thinking financial services firm with a remote-first approach.
- Benefits: Enjoy a competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic role with potential for career advancement in a supportive team.
- Why this job: Make a real difference in clients' financial futures from the comfort of your home.
- Qualifications: Must hold a Level 4 Diploma and have a solid grasp of financial planning.
The predicted salary is between 45000 - 45000 £ per year.
£45,000
Duties and responsibilities include:
- Prepare Financial Plans, Suitability Reports and Letters.
- Cashflow modelling and forecasting.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a good understanding of FCA regulations and FCA products.
- Assist with client meetings when required, including note taking and follow up any actions as required.
- Manage your own workflows and tasks.
- Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements:
- You will hold the Diploma Level Four qualification.
- Good understanding of the financial planning process and associated compliance aspects.
- Driven and focused with the ability to complete tasks under pressure on time and right first time.
- Experience of report writing and conducting investment and product market research.
- Technically proficient across all areas of financial planning, especially pensions.
- Ability to use technical financial planning tools, financial modelling and back office software.
How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on.
Fully Remote Paraplanner in Aberdeen employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fully Remote Paraplanner in Aberdeen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Fully Remote Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of FCA regulations and financial planning processes. We want you to be able to showcase your expertise confidently, so practice answering common interview questions related to paraplanning and client management.
✨Tip Number 3
Don’t forget to highlight your tech skills! Make sure to mention your proficiency with financial modelling tools and back-office software during interviews. This is crucial for a role like this, and we want to see you shine!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and ready to take on the challenges of a Fully Remote Paraplanner role.
We think you need these skills to ace Fully Remote Paraplanner in Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning, report writing, and any relevant qualifications like the Diploma Level Four. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your application, don’t just list your skills—show us how you've used them! Whether it’s cashflow modelling or managing workflows, give us examples that demonstrate your expertise and how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured documents that are easy to read. Avoid jargon unless it's necessary, and make sure your passion for the role shines through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Reward Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning processes, especially around pensions and investments. Be ready to discuss how you would prepare financial plans and suitability reports, as well as your understanding of FCA regulations.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare examples of past reports you've written. Highlight your ability to conduct market research and how you’ve used that information to support your recommendations.
✨Demonstrate Your Workflow Management
Be prepared to talk about how you manage your own workflows and tasks. Share specific strategies or tools you use to stay organised and ensure you complete tasks on time, especially under pressure.
✨Engage in Role-Play for Client Meetings
Practice how you would assist in client meetings, including note-taking and following up on actions. This will show your potential employer that you’re proactive and can handle client interactions effectively.