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For Companies At a Glance
- Tasks: Write financial reports, conduct product research, and assist clients with queries.
- Company: Join a growing regional Financial Planning firm with a supportive team culture.
- Benefits: Enjoy a competitive salary, excellent benefits, and a collaborative work environment.
- Why this job: This role offers career growth, hands-on experience, and the chance to make a real impact.
- Qualifications: No specific qualifications required; just a passion for finance and helping others.
- Other info: Flexible working options available; perfect for students looking to kickstart their career.
The predicted salary is between 28000 - 42000 £ per year.
Paraplanner
Rotherham
c. £35,000 to £42,000 plus benefits
Are you open to developing your career as a Paraplanner, with an established and expanding regional Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for.
The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with excellent benefits and the best team environment.
The key duties of the role will include :
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm\’s files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
For further information please send your CV to sj @ rewardrecruitment. co .uk or contact Stuart directly to discuss…
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Paraplanner employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Paraplanners and Financial Planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and legislation. Staying updated on industry changes will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider obtaining relevant qualifications or certifications that are recognised in the financial planning sector. This can enhance your credibility and make you a more attractive candidate for the Paraplanner position.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported financial planning processes in the past. Whether through research, report writing, or client interactions, having concrete examples ready can 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 and skills related to the Paraplanner role. Focus on your ability to write financial planning reports, conduct product research, and maintain client records.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific examples of how you've supported planners or handled client queries in the past.
Highlight Relevant Qualifications: If you have any qualifications related to financial planning or paraplanning, be sure to mention them prominently in your application. This could include certifications or courses that demonstrate your expertise.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Reward Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. Research the latest trends and regulations in the financial planning industry, as this will show your commitment and knowledge during the interview.
✨Prepare to Discuss Report Writing
Since writing Financial Planning Reports is a key duty, be ready to discuss your experience with report writing. Bring examples if possible, and be prepared to explain how you ensure accuracy and compliance in your reports.
✨Demonstrate Research Skills
The role involves conducting research on products to support Planners. Be prepared to talk about your research methods and how you stay updated on financial products. This will highlight your analytical skills and ability to find the right solutions for clients.
✨Showcase Your Client Interaction Experience
As you'll be acting as a point of contact for clients, share your experiences dealing with customer queries and requests. Highlight your communication skills and how you maintain client relationships, as this is crucial for the role.
