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- Tasks: Support advisers by producing compliant reports and managing complex planning cases.
- Company: A growing independent financial planning group focused on client outcomes.
- Benefits: Growth opportunities in a supportive environment with a focus on professional development.
- Why this job: Make a real impact in wealth planning while enhancing your skills in a dynamic team.
- Qualifications: Diploma in financial planning or nearing completion, plus paraplanning experience.
- Other info: Strong technical knowledge of pensions and investments is essential.
The predicted salary is between 30000 - 42000 £ per year.
A growing independent financial planning group seeks a Paraplanner to support advisers in delivering high-quality advice. This role involves producing compliant suitability reports, managing complex planning cases, and contributing to improved paraplanning processes.
The ideal candidate will possess a diploma in financial planning or be nearing completion, alongside previous paraplanning experience. Strong technical knowledge of pensions and investments is essential, combined with excellent communication skills.
This position offers growth opportunities and a supportive environment.
Paraplanner — Elevate Client Outcomes in Wealth Planning employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner — Elevate Client Outcomes in Wealth Planning
✨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 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
Prepare for those interviews by brushing up on your technical knowledge of pensions and investments. We all know how crucial it is in this field, so make sure you can confidently discuss these topics. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise when discussing your experience and how you can contribute to improving paraplanning processes. Remember, it's not just about what you know, but how you convey it.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Paraplanner — Elevate Client Outcomes in Wealth Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning and financial planning. We want to see how your skills align with the role, so don’t be shy about showcasing your diploma and any previous work that relates to pensions and investments.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting advisers and improving client outcomes. We love seeing candidates who can communicate their enthusiasm for the role and the impact they can make.
Showcase Your Technical Knowledge: Since strong technical knowledge is key for this role, make sure to mention specific examples of your experience with pensions and investments. We appreciate candidates who can demonstrate their understanding of complex planning cases and compliance requirements.
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 proactive and keen to join our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and investments. Be ready to discuss specific cases you've worked on and how you approached them. This will show that you’re not just familiar with the theory but can apply it in practice.
✨Showcase Your Experience
Prepare examples from your previous paraplanning roles where you’ve produced suitability reports or managed complex planning cases. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your contributions effectively.
✨Communicate Clearly
Since excellent communication skills are a must, practice explaining complex financial concepts in simple terms. You might be asked to explain a financial strategy or product, so being clear and concise will set you apart.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about their paraplanning processes or how they support professional development. This demonstrates your enthusiasm and commitment to growth.
