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- Tasks: Support financial advisors by providing research, planning, and reports for clients.
- Company: Join a leading financial service provider in the South West.
- Benefits: Enjoy a competitive salary, annual bonuses, and hybrid working options.
- Other info: Benefit from professional development opportunities and a vibrant workplace culture.
- Why this job: Be part of a collaborative team that values your growth and offers diverse responsibilities.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 35000 - 45000 £ 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 Financial Advisors 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 Financial Advisors...
Paraplanner employer: Siamo Group
Contact Detail:
Siamo Group 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 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!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how you can contribute to their award-winning service. Practise common interview questions and be ready to showcase your skills in research and planning.
✨Tip Number 3
Showcase your passion for customer experience! During interviews, share examples of how you've gone above and beyond for clients in the past. This will demonstrate that you're the perfect gel between financial advisors and their clients.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for the best Paraplanner roles out there. Plus, you'll get updates on new opportunities tailored just for you!
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 relevant experience and skills that align with what our client is looking for. We want to see how you can be the gel between financial advisors and clients!
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 you can contribute to the team. We love seeing enthusiasm and a personal touch in applications.
Showcase Your Research Skills: As a Paraplanner, research is key. In your application, mention any specific tools or methods you use for research and planning. This will show us that you’re ready to provide top-notch support to financial advisors.
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!
How to prepare for a job interview at Siamo Group
✨Know Your Stuff
Make sure you understand the role of a Paraplanner inside out. Brush up on financial products, planning strategies, and the regulatory environment. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Communication Skills
As a Paraplanner, you'll be the link between financial advisors and clients. Practice articulating complex financial concepts in simple terms. During the interview, demonstrate your ability to communicate clearly and effectively, as this is crucial for the role.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows that you're not just interested in the job, but also in how you can contribute to the firm's success.
✨Highlight Your Team Spirit
Since the role involves collaboration, be ready to share examples of how you've worked well in teams before. Discuss how you can contribute to a positive team environment and support your financial advisors in achieving their goals.