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- Tasks: Support financial advisors by producing reports and ensuring excellent client experiences.
- Company: Join a leading financial service provider in the South West.
- Benefits: Enjoy a competitive salary, annual bonuses, and hybrid working options.
- Why this job: Make a real impact in a collaborative environment with opportunities for growth.
- Qualifications: Prior Paraplanning experience and relevant qualifications are essential.
- Other info: Experience early finish Fridays, Christmas shutdowns, and additional time off on your birthday.
The predicted salary is between 36000 - 60000 £ per year.
We here at Siamo Recruitment are proud to be working with one of South West's leading financial service providers. With the view to grow and continue their award-winning service, our client is in the market for a Paraplanner. As the Paraplanner, you'll join a collaborative and driven firm who look to push themselves and their clients to the next level. You will be the gel between your FA's and their clients, ensuring a high customer experience externally and providing research, planning, and reports. Offering leading products across the UK, this Paraplanner opportunity offers development, stability, responsibility, and variety within a well-renowned firm.
What does our client's benefits scheme include?
- Up to a 20% annual bonus scheme (performance based)
- Professional investment plans for relevant courses, exams, and industry training materials
- 25 days annual leave entitlement + bank holidays (plus an additional one each year and option to buy more/sell)
- Annual salary reviews
- Private medical insurance and life cover available
- Recruitment referrals bonus
- Hybrid working offering 2 days from home post probation
- Early finish Fridays, Christmas shutdowns, summer and winter events, and additional time off on your birthday
- Free on-site parking
This Paraplanner role will hold the below responsibilities:
- Work seamlessly with your allocated FA's
- Produce Suitability Letters
- Produce CFRs
- Provide a point of contact for all queries pertinent to your role from the team
- Provide technical support to the team
- Use initiative to locate answers and help others use their initiative to locate answers
- Communicate with practice manager regarding any potential issues
- Manage and resolve technical queries
- Keep up with all industry and internal changes that will affect your role
- Show willingness to expand and increase knowledge of all areas of financial services specifically pensions, investments, and tax and trusts
- Personally manage workflow
The ideal candidate for this Paraplanner role will hold the below experience, skills, and qualifications:
- Prior Paraplanning experience is essential due to the nature of the role
- Qualified through DipPFS, CII, DipPP or Cert in Paraplanning
- Experience producing Suitability Letters, CFRs, and completing product research
- Ability to confidently manage internal and external relationships
- The ability to balance conflicting demands in a calm and friendly manner
- Ability to work autonomously, remotely, and within a team
- Analytical with precise attention to detail
- Ability to accurately transpose information
- Experience in maintaining systems, processes, and procedures
- Up to date knowledge of regulation, legislation, and taxation
- Full UK Driving License and Own Vehicle
Paraplanner in Salisbury employer: Siamo Group Ltd
Contact Detail:
Siamo Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Salisbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you're up to speed with the latest regulations, pensions, investments, and tax laws. This will not only boost your confidence but also show potential employers that you're serious about the role.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to liaise with Financial Advisors and clients. Role-play common scenarios with a friend or family member to get comfortable explaining complex concepts in a simple way.
✨Tip Number 4
Don't forget to apply through our website! We at StudySmarter are here to help you land that dream job. Keep an eye on our listings and make sure your application stands out by showcasing your relevant experience and enthusiasm for the role.
We think you need these skills to ace Paraplanner in Salisbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in producing Suitability Letters and CFRs. We want to see how your skills match 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 passion for financial services and how you can contribute to our award-winning service.
Showcase Your Technical Skills: Since this role involves providing technical support, make sure to highlight your analytical skills and attention to detail. We love candidates who can manage workflow and resolve queries efficiently!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on board with our fantastic team!
How to prepare for a job interview at Siamo Group Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially pensions, investments, and tax. Familiarise yourself with the latest regulations and legislation that could impact your role as a Paraplanner. This will not only show your expertise but also your commitment to staying updated in the field.
✨Showcase Your Experience
Prepare to discuss your previous Paraplanning experience in detail. Be ready to share specific examples of Suitability Letters and CFRs you've produced, and how you've managed internal and external relationships. This is your chance to demonstrate how your skills align perfectly with what the company is looking for.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm’s approach to client relationships and their expectations from a Paraplanner. This shows that you're genuinely interested in the role and helps you gauge if the company culture aligns with your values.
✨Demonstrate Team Spirit
Since the role involves working closely with Financial Advisors and other team members, highlight your ability to collaborate effectively. Share examples of how you've worked in a team setting, resolved conflicts, or supported colleagues in achieving common goals. This will illustrate that you’re not just a lone wolf but a team player.