At a Glance
- Tasks: Support Financial Advisors with research, analysis, and documentation in estate planning.
- Company: Reputable financial services organisation focused on career growth.
- Benefits: Career progression opportunities and a supportive team environment.
- Other info: Birmingham location with flexible onsite requirements.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and strong analytical skills.
The predicted salary is between 35000 - 45000 € per year.
We are working exclusively with a well regarded financial services organisation, who are currently looking to appoint an experienced Paraplanner to join their adviser support team. This is a key role where you will add value day to day, supporting Financial Advisors with in depth technical input across estate planning. This is a great opportunity for someone who is looking for career progression or looking to develop their skills within Paraplanning.
Location: Birmingham - Twice a Week Onsite
What You Will be Doing:
- Preparing case documentation, carrying out research and analysis with a focus on Estate Planning - completing relevant calculations and producing suitability reports.
- Ensuring reports meet both internal and external compliance standards, whilst reflecting on advice provided and client circumstances.
- Preparing application forms and product information packs as required.
- Updating point of sale systems with relevant data, notes and information gathered either directly or via consultants.
- Supporting the delivery of a web based, telephone and email help desk for complex cases.
- Providing technical support and guidance to field based staff in relation to estate planning advice, investment replacement and pension switching.
Paraplanner employer: Sanderson Recruitment Plc
Join a well-regarded financial services organisation in Birmingham as a Paraplanner, where you will be part of a supportive adviser team dedicated to your professional growth. With a strong emphasis on career progression and skill development, the company fosters a collaborative work culture that values technical expertise and compliance excellence. Enjoy the unique advantage of a hybrid work model, allowing you to balance your professional responsibilities with personal commitments while contributing to meaningful client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work as Paraplanners or Financial Advisors. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss estate planning and compliance standards confidently. We recommend practising common interview questions with a friend or using online resources to get comfortable.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether at networking events or interviews, bring along examples of your previous work. This could be case studies or reports you've prepared that highlight your expertise in Paraplanning.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Paraplanner role. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in estate planning and any relevant technical skills that align with what we’re looking for. We want to see how you can add value to our adviser support team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit. Don’t forget to mention your career aspirations and how they align with our values at StudySmarter.
Showcase Your Technical Skills:Since this role involves preparing case documentation and producing suitability reports, make sure to showcase your technical skills in your application. We love seeing candidates who can demonstrate their analytical abilities and attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Sanderson Recruitment Plc
✨Know Your Stuff
Make sure you brush up on your knowledge of estate planning and the specific responsibilities of a Paraplanner. Familiarise yourself with common calculations and suitability report standards, as these will likely come up during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in detail. Think about specific examples where you've supported Financial Advisors or worked on complex cases. This will help demonstrate your value and how you can contribute to their adviser support team.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to compliance and how they support their Paraplanners. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Be Ready for Technical Scenarios
Expect to tackle some technical scenarios or case studies during the interview. Practise explaining your thought process clearly and concisely, as this will showcase your analytical skills and ability to communicate complex information effectively.
