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- Tasks: Produce professional suitability reports and assist in client meetings.
- Company: Reputable IFA practice in Preston with a supportive team culture.
- Benefits: Competitive salary, 25 days holiday, flexible hours, pension, and medical cover.
- Other info: Great career growth opportunities in a lovely office environment.
- Why this job: Join a friendly team and make a real impact in financial services.
- Qualifications: 2 years as a Paraplanner with experience in writing suitability reports.
The predicted salary is between 30000 - 35000 £ per year.
30K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover. Based in Preston city centre – free parking. Onsite role. Our client is a small but very reputable IFA practice in Preston that has been established for many years and has an exceptional client base. The offices are lovely, and you’d be working with some really great people; the Directors really look after their staff and reward generously.
The ideal person will need to have worked within the Financial Services industry and as a Paraplanner for the last 2 years and have a working and competent knowledge of financial services products. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You must have had experience of writing suitability reports. If not already qualified to diploma level, should ideally be part qualified or keen to progress further.
Responsibilities:
- Produce professional suitability reports
- Tailoring suitability letters to individual clients
- Responsible for file preparation for meetings and existing business administration
- Provide specific product, provider and fund research
- Assisting administrators during busy periods and working in a team environment
- Submit new business applications and produce quotations
- Deal with providers and with clients
- Chase outstanding pipeline cases
- Chase outstanding fees
Main Skills:
- Experience using Intelligent Office and Selectapension would be an advantage
- Must possess a minimum of 1 year of experience as a Paraplanner
- Experience of writing suitability reports is essential
- Good knowledge of financial products – particularly pensions and investments
- Excellent attention to detail
- Well organised and efficient
We welcome applicants from all nationalities but applicants must be able to commute to this role's location and be eligible to work in the UK.
Paraplanner employer: Serata Search (UK) Ltd
Contact Detail:
Serata Search (UK) Ltd Recruiting Team
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 industry and let them know you're on the hunt 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 knowledge of financial products, especially pensions and investments. Be ready to discuss your experience with writing suitability reports and how you've handled client interactions in the past.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed your workload and met deadlines. This will demonstrate that you're the efficient and responsible Paraplanner they're looking for.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and your knowledge of financial services products. We want to see how your skills match the job description, so don’t be shy about showcasing your suitability report writing experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your past experiences have prepared you for the responsibilities listed. We love seeing genuine enthusiasm for the position!
Show Off Your Communication Skills: Since good communication is key in this role, make sure your application reflects that. Keep your language clear and professional, and double-check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re among the first 25 applicants. Don’t miss out on this opportunity!
How to prepare for a job interview at Serata Search (UK) Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services products, especially pensions and investments. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Suitability Reports are Key
Since writing suitability reports is essential for this role, prepare to discuss your experience with them. Bring examples if possible, and be ready to explain your process in creating tailored reports for clients.
✨Show Off Your Organisational Skills
This role requires excellent attention to detail and organisation. Be prepared to share specific examples of how you've managed your workload, met deadlines, and kept everything in order in previous positions.
✨Team Player Vibes
Highlight your ability to work in a team environment. Share experiences where you've collaborated with others, especially during busy periods, and how you’ve supported your colleagues to achieve common goals.