At a Glance
- Tasks: Support estate planning and pension switching for clients in a dynamic team.
- Company: Established financial advisory firm with a diverse and inclusive culture.
- Benefits: Competitive day rates, fully remote work, and opportunities for professional growth.
- Other info: Join a collaborative team dedicated to equality and respect.
- Why this job: Make a real impact while enhancing your skills in a supportive environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proficiency in financial software.
The predicted salary is between 30000 - 40000 £ per year.
Duration: Initial 6 months
Location: Birmingham/Remote
I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 individuals to support their Estate planning and Pension switching case loads.
To be considered, candidates must have:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Proficiency in financial software
- Interest in assisting with upskilling other team members
- Strong analytical thinking, attention to detail, and excellent written communication skills
The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases.
This is a 6 month day rate contract role which can be fully remote with competitive rates on offer.
Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason.
Interim Paraplanner in Birmingham employer: Sanderson Recruitment Plc
Join a dynamic and inclusive team as an Interim Paraplanner in Birmingham, where your expertise will be valued and your contributions will directly impact our clients' financial futures. We offer a supportive work culture that prioritises employee growth, with opportunities to upskill and collaborate with a diverse group of professionals. Enjoy the flexibility of remote work while being part of a company that champions respect and equality, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Interim Paraplanner in Birmingham
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Sanderson Recruitment Plc.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Sanderson Recruitment Plc might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Interim Paraplanner in Birmingham
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Sanderson Recruitment Plc will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Sanderson Recruitment Plc. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Sanderson Recruitment Plc confidence in your short-term commitment to the role.
How to prepare for a job interview at Sanderson Recruitment Plc
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Sanderson Recruitment Plc.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Sanderson Recruitment Plc that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
