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- Tasks: Support financial planners by preparing detailed reports and conducting product research.
- Company: Reputable financial planning firm with a focus on high-quality client service.
- Benefits: Competitive salary, generous leave, life assurance, and pension scheme.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial advice, strong communication, and analytical skills required.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
The predicted salary is between 30000 - 42500 £ per year.
We are seeking an experienced Paraplanner to join a well-established and reputable financial planning firm. This is an integral role supporting the delivery of high-quality financial advice to clients, providing essential technical expertise, research, and reporting support to the advisory team.
The Role: As a Paraplanner, you will work closely with Financial Planners to ensure clients receive accurate, compliant, and tailored financial planning solutions. You will conduct detailed analysis of clients' existing financial arrangements, research suitable products and providers, and produce comprehensive reports that align with clients' objectives and regulatory standards. This position requires a methodical, analytical, and highly organised individual who takes pride in delivering work to the highest professional standard.
Key Responsibilities:- Prepare detailed Financial Planning Reports for Advisers to present to clients.
- Conduct research and analysis on financial products and solutions to support tailored recommendations.
- Assist with client reviews and handle day-to-day client queries.
- Submit and monitor applications with product providers.
- Maintain accurate and compliant client records within the company's systems.
- Prepare client review packs, illustrations, and documentation as required.
- Keep up to date with financial products, legislation, and regulatory changes.
- Ensure all activities adhere to firm and industry guidelines, including compliance and data integrity standards.
- Proven experience within a financial advice or wealth management firm, including report writing and technical support.
- Diploma-qualified (or working towards this) is desirable; however, individuals with strong paraplanning experience will also be considered.
- Excellent written and verbal communication skills, with a high level of accuracy and attention to detail.
- Strong analytical and problem-solving skills, with the ability to interpret complex information effectively.
- A reliable and organised individual who can manage multiple tasks and deadlines efficiently.
- Team player with a professional and positive attitude.
- Salary £30,000 - £42,500
- 25 days annual leave, increasing with service, plus Bank Holidays.
- Holiday Purchase Scheme and Birthday Leave.
- Access to E-Discounts and Electric Car Scheme.
- Life Assurance, Pension, and Corporate Eyecare benefits.
- Free parking.
Paraplanner in Belfast employer: Sphere Recruitment Associates Limited
Contact Detail:
Sphere Recruitment Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a Paraplanner role!
✨Tip Number 2
Showcase your skills! When you get the chance to chat with potential employers, highlight your analytical prowess and attention to detail. Share examples of how you've tackled complex financial scenarios in the past.
✨Tip Number 3
Prepare for interviews by brushing up on current financial products and regulations. Being knowledgeable will not only impress your interviewers but also show that you're committed to staying ahead in the game.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Paraplanner in Belfast
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial advice, report writing, and any relevant qualifications. We want to see how your skills align with what we’re looking for!
Show Off Your Attention to Detail: Since this role requires a high level of accuracy, it’s crucial to demonstrate your attention to detail in your application. Double-check for typos and ensure your documents are well-structured. We appreciate candidates who take pride in their work!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language to explain your experience and skills. We love candidates who can communicate effectively, just like we do with our clients!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Sphere Recruitment Associates Limited
✨Know Your Financial Products
Make sure you brush up on the latest financial products and solutions. Being able to discuss specific products and how they align with client needs will show your expertise and commitment to the role.
✨Master Report Writing
Since report writing is a key part of the Paraplanner role, practice drafting clear and concise reports. Bring examples of your previous work to the interview to demonstrate your ability to produce high-quality documentation.
✨Showcase Your Analytical Skills
Prepare to discuss how you've tackled complex financial scenarios in the past. Use specific examples to illustrate your analytical thinking and problem-solving skills, as these are crucial for the role.
✨Be Organised and Professional
Demonstrate your organisational skills by arriving on time and having all necessary documents ready. A professional attitude will reflect well on your ability to manage multiple tasks and deadlines efficiently.
