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For Companies At a Glance
- Tasks: Support Financial Advisors with research, analysis, and report writing for clients.
- Company: Join a growing Financial Services firm known for independent financial planning advice.
- Benefits: Earn up to £35,000, enjoy remote work options, and access modern office facilities.
- Why this job: Be part of a passionate team dedicated to helping clients and enjoy regular team events.
- Qualifications: Experience in paraplanning and working towards Level 4 Diploma in Financial Planning required.
- Other info: Full-time role with 25 days holiday plus bank holidays, Monday to Friday.
The predicted salary is between 28000 - 35000 £ per year.
Join to apply for the Paraplanner role at Sahasraa Solutions
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Join to apply for the Paraplanner role at Sahasraa Solutions
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.
In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales.
The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Paraplanner Requirements
- You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis
- You should have good technical understanding of investment, retirement and pension products in relation to financial planning
- You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent
- You should have an organised approach to your work and be able to handle multiple cases simultaneously
- You should be confident working independently and within a team
Paraplanner Benefits
- Salary of up to £35,000 depending on experience
- Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
- Up to 2 days from home, after completion of probation
- 25 days holiday plus bank holidays
- 37.5 hours per week, Monday to Friday
- Working within a business that is passionate about helping their clients
- Regular paid team events through the year to get involved in
Locations
South Leicester
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Paraplanner employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products and services that Sahasraa Solutions offers. Understanding their approach to financial planning will help you tailor your discussions during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Sahasraa Solutions on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage in your application process.
✨Tip Number 3
Brush up on your paraplanning skills, especially in creating suitability reports and conducting fund performance analysis. Being able to discuss your practical experience or knowledge in these areas will set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would manage multiple cases simultaneously. Highlighting your organisational skills and ability to work independently will resonate well with the hiring team at Sahasraa Solutions.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner. Familiarise yourself with financial planning research, report writing, and cash flow modelling, as these are key aspects of the job.
Tailor Your CV: Highlight your relevant experience in paraplanning duties, such as creating suitability reports and conducting fund performance analysis. Make sure to mention any qualifications, like your Level 4 Diploma in Financial Planning, or your progress towards it.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the requirements listed in the job description, particularly your ability to manage multiple cases and work both independently and as part of a team.
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 services industry.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Products
Make sure you have a solid understanding of investment, retirement, and pension products. Be prepared to discuss how these products relate to financial planning during your interview.
✨Showcase Your Paraplanning Experience
Highlight your previous experience with paraplanning duties, especially in creating bespoke suitability reports and conducting fund performance analysis. Use specific examples to demonstrate your skills.
✨Demonstrate Organisational Skills
Since the role requires managing multiple cases simultaneously, be ready to discuss how you prioritise tasks and manage your workload effectively. Share any tools or methods you use to stay organised.
✨Prepare for Technical Questions
Expect technical questions related to financial planning research and cash flow modelling. Brush up on relevant concepts and be ready to explain your thought process when tackling complex cases.
