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- Tasks: Support financial planning by maintaining client files and preparing reviews.
- Company: Join a bespoke financial planning firm with over 30 years of experience.
- Benefits: Enjoy a hybrid work model and opportunities for career progression.
- Why this job: Be part of a growing team focused on high-quality client engagement and internal growth.
- Qualifications: CII Diploma and at least 2 years in financial planning are essential.
- Other info: Experience with Intelliflo or similar software is a plus.
The predicted salary is between 24000 - 42000 £ per year.
£30,000 per annum
Hybrid
Ipswich
Staffing Innovations are looking for a technical support administrator that will sit between admin and paraplanning. Salary 30k+.
The ideal candidate will have CII exam passes and 2 years minimum experience within a financial planning environment.
This role is full time and based in Ipswich.
Are you looking to work for a company expanding via acquisition?
On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression.
You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients.
The Role:
- Maintaining the client file
- Implementing recommendations
- Client review preparation
- General office administration duties
The Person:
- Experience in financial planning is essential
- CII Diploma qualification, or equivalent
- Experience with Intelliflo, Quilter, Transact or similar is desirable
If you are looking for a career and want to be part of a successful team, please send a full updated CV in word to the Team at Staffing Innovations Ltd.
Paraplanner Administrator employer: Staffing Innovations
Contact Detail:
Staffing Innovations Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Administrator
✨Tip Number 1
Make sure to highlight your experience in financial planning during any networking opportunities. Attend industry events or webinars where you can meet professionals in the field and discuss your background. This can help you get noticed by potential employers.
✨Tip Number 2
Familiarise yourself with the software mentioned in the job description, such as Intelliflo, Quilter, or Transact. Consider taking online courses or tutorials to boost your skills. Being proficient in these tools can set you apart from other candidates.
✨Tip Number 3
Engage with the company on social media platforms like LinkedIn. Follow their updates, comment on their posts, and connect with current employees. This shows your genuine interest in the company and can help you build valuable connections.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to paraplanning and client engagement. Think about specific examples from your past experiences that demonstrate your skills and how they align with the role. Confidence in your abilities can make a significant difference.
We think you need these skills to ace Paraplanner Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, such as the CII Diploma. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering high-quality work and your ability to engage with clients. Mention specific experiences that relate to the responsibilities of the Paraplanner Administrator role.
Highlight Relevant Experience: In your application, emphasise your minimum two years of experience in a financial planning environment. Include details about your familiarity with tools like Intelliflo, Quilter, or Transact, as these are desirable skills for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning sector.
How to prepare for a job interview at Staffing Innovations
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge, especially if you have CII qualifications. Be prepared to discuss your understanding of key concepts and how they apply to the role.
✨Demonstrate Client Engagement Skills
Since the role requires confident client interaction, think of examples from your past experience where you've successfully engaged with clients. Highlight your communication skills and ability to build relationships.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelliflo, Quilter, or Transact, be ready to discuss how you've used these tools in your previous roles. If not, do some research to understand their functionalities and how they relate to the job.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle specific situations in a financial planning context. Think of scenarios where you've had to implement recommendations or manage client files effectively.
