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- Tasks: As a Paraplanner, you'll write suitability reports and support financial advisors.
- Company: Join a reputable IFA practice in Preston with a strong client base.
- Benefits: Enjoy 25 days holiday, flexible hours, pension, medical cover, and free parking.
- Why this job: This role offers growth in financial services and a supportive work culture.
- Qualifications: You need at least 2 years as a Paraplanner and knowledge of financial products.
- Other info: Experience with Intelligent Office and Selectapension is a plus.
The predicted salary is between 24000 - 42000 £ 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. 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 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 must have had experience of writing suitability reports.
Responsibilities as Paraplanner:
- Main Skills as Paraplanner
- Experience using Intelligent Office and Selectapension would be an advantage
- Must possess a minimum of 2 years of experience as a Paraplanner
- Experience of writing suitability reports is essential
- Good knowledge of financial products – particularly pensions and investments
Paraplanner (Pensions Management) 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 (Pensions Management)
✨Tip Number 1
Make sure to brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these topics confidently during an interview will show that you’re well-prepared and knowledgeable.
✨Tip Number 2
Familiarise yourself with the software mentioned in the job description, like Intelligent Office and Selectapension. If you can demonstrate your proficiency with these tools, it will give you a significant edge over other candidates.
✨Tip Number 3
Prepare to discuss your experience in writing suitability reports. Be ready to share specific examples of how your reports have positively impacted clients or the practice, as this will highlight your practical skills.
✨Tip Number 4
Network with professionals in the Financial Services industry, particularly those who work as Paraplanners. They can provide insights into the role and may even refer you to opportunities within their networks, including our open positions at StudySmarter.
We think you need these skills to ace Paraplanner (Pensions Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, particularly focusing on your last two years in the Financial Services industry. Emphasise your knowledge of financial products, especially pensions and investments.
Showcase Suitability Reports: Since writing suitability reports is essential for this role, include specific examples of reports you have written in your application. This will demonstrate your competence and understanding of the requirements.
Highlight Relevant Software Experience: If you have experience using Intelligent Office and Selectapension, make sure to mention this in your application. Highlighting your familiarity with these tools can set you apart from other candidates.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working for this reputable IFA practice and how you can contribute to their exceptional client base.
How to prepare for a job interview at Serata Search (UK) Ltd
✨Showcase Your Experience
Make sure to highlight your two years of experience as a Paraplanner. Be prepared to discuss specific examples of your work in the Financial Services industry, particularly focusing on your knowledge of financial products and suitability reports.
✨Familiarise Yourself with Tools
If you have experience using Intelligent Office and Selectapension, mention it during the interview. If not, take some time to research these tools and understand their functionalities, as this could give you an edge.
✨Prepare for Technical Questions
Expect questions related to pensions and investments. Brush up on your knowledge of financial products and be ready to explain how they work, as well as any recent changes in regulations that may affect them.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and its client base. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
