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- Tasks: Support financial consultants by preparing reports and conducting technical research.
- Company: Join a multi-award winning financial advisory firm in Wiltshire.
- Benefits: Competitive salary, hybrid working, and extensive training opportunities.
- Other info: Dynamic team environment with great career progression potential.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma and at least 3 years of Paraplanner experience required.
The predicted salary is between 45000 - 55000 £ per year.
Location: Wiltshire
Contract: Permanent
Salary: £45,000 - £55,000 per annum
Start Date: Flexible
*Hybrid Working*
Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire for a Technical Paraplanner to join the team on a permanent basis. The firm is forward-thinking, multi-award winning and they invest in the development and progression of their staff with extensive training and courses.
This role is key to supporting the technical team in providing financial advice to a wide range of clients, ensuring all duties are carried out effectively and in line with firm standards.
Main Responsibilities
- Supporting the consultants ahead of their client meetings
- Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
- Client annual reviews
- Carry out technical research and analyse data collected on behalf of clients
- Accurately invest client money as per Consultants’ recommendations post client meetings
- Liaise with clients post meetings answering technical queries
- Proactive in identifying investments/tax saving opportunities for clients
- Manage and prioritise your work
- Evaluate investment portfolios with consultants
- Liaising and working closely with the Service Team
Candidate Criteria
- Level 4 Diploma as a minimum with experience post qualification
- Experience in a Paraplanner role for a minimum of 3 years
- Great technical ability with experience of dealing with a range of clients
- Strong knowledge of IT, MS Word & Excel and with back-office system experience
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions.
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive a bonus for the referral once their probationary period has been completed.
Technical Paraplanner in Trowbridge employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in Trowbridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector and let them know you're on the lookout for a Technical 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 technical knowledge and understanding of the firm’s services. We recommend practising common interview questions related to paraplanning and being ready to discuss how you can add value to their team.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that excite you, and tailor your approach to show why you’re a perfect fit for their culture and mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’d be a great addition to their team.
We think you need these skills to ace Technical Paraplanner in Trowbridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your Level 4 Diploma and any relevant experience you've got. We want to see how your skills match up with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your experience in preparing technical reports and how you can support our consultants effectively.
Show Off Your Technical Skills: We love candidates who are tech-savvy! Make sure to mention your proficiency in MS Word, Excel, and any back-office systems you've used. This will show us that you're ready to hit the ground running.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial advice and paraplanning. Familiarise yourself with the latest regulations and best practices, as well as the specific services offered by the firm. This will show that you're not just qualified, but genuinely interested in the role.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific client situations or technical challenges. Think of examples from your past experience where you've successfully navigated similar scenarios. This will demonstrate your problem-solving skills and ability to think on your feet.
✨Showcase Your Communication Skills
As a Technical Paraplanner, you'll need to liaise with clients and consultants regularly. Be prepared to discuss how you communicate complex information clearly and effectively. You might even want to practice explaining a technical concept in simple terms to showcase this skill during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client relationships, their training programmes, or how they support career progression. This shows that you're engaged and serious about your potential future with them.