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- Tasks: Write financial reports and support planners in finding the best solutions for clients.
- Company: Join a leading Wealth Management firm with a strong reputation.
- Benefits: Enjoy 25 days holiday, birthday leave, and discounts on shopping.
- Other info: Great opportunities for career growth in a supportive environment.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 40000 - 40000 £ per year.
Are you open to developing your career as a Paraplanner, with an established and successful market-leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Marlborough.
The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with benefits including:
- 25 days holiday (rising with length of service) plus Bank Holidays
- Birthday Leave
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare
- Extras Discount shopping discounts
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 Stuart at Reward Recruitment or contact him directly on 07747 782934 to discuss the opportunity in more detail.
Paraplanner in Swindon employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a 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 interviews by brushing up on your financial knowledge and understanding the latest products and legislation. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each company’s culture and mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience and skills that match the job description, like writing financial planning reports and conducting product research. We want to see how you can bring value to our team!
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 and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and professionally, just like we do for our clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. 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 Products
As a Paraplanner, you'll need to be well-versed in various financial products. Brush up on the latest offerings and regulations before your interview. This will not only show your commitment but also help you answer questions confidently.
✨Prepare for Scenario Questions
Expect to face scenario-based questions where you might need to demonstrate how you'd handle specific client situations. Think of examples from your past experience that highlight your problem-solving skills and ability to support Planners effectively.
✨Showcase Your Research Skills
Since part of the role involves conducting research on products, be ready to discuss how you approach research. Bring examples of how you've successfully found solutions for clients in the past, as this will illustrate your capability to assist Planners.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company’s approach to client management or how they stay updated with industry changes. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.