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- Tasks: Join our team as a Paraplanner, supporting Financial Planners with research and report writing.
- Company: Be part of a leading national wealth management firm with exciting expansion plans.
- Benefits: Enjoy a competitive salary, bonuses, enhanced pension, and career progression opportunities.
- Why this job: This role offers hands-on experience in financial planning and a chance to grow your skills.
- Qualifications: Previous paraplanning or report writing experience is essential; Level 4 qualification preferred.
- Other info: Ideal for those passionate about finance and looking to make a real impact.
The predicted salary is between 36000 - 60000 £ per year.
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.
Responsibilities:
- Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
- You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
Experience:
- Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
- Experience across a range of platforms is preferred.
- You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Paraplanner employer: Switch Recruitment Services Ltd
Contact Detail:
Switch Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current Paraplanners and Financial Planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management and financial planning. Being knowledgeable about current market conditions and compliance issues will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience. Think about how you've successfully supported Financial Planners in the past, and be ready to share these stories to highlight your skills and contributions.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage multiple tasks and deadlines. Paraplanners often juggle various responsibilities, so demonstrating your ability to prioritise and stay organised will be a key selling point.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning and report writing experience. Emphasise your technical knowledge of investments, pensions, and financial planning to align with the job requirements.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to provide first-class service to clients. Mention specific examples of how you've supported Financial Planners in the past.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you have achieved Level 4 / Diploma or are working towards it. This will demonstrate your commitment to professional development in the financial sector.
Showcase Your Research Skills: In your application, mention any experience you have with conducting research and writing suitability reports. Provide examples of how your research has led to successful client recommendations.
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of investments, pensions, and protection products. Be prepared to discuss specific examples from your previous experience that demonstrate your technical expertise in these areas.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to provide suitable recommendations. Think of scenarios where you had to conduct research or write reports, and be ready to explain your thought process.
✨Demonstrate Your Organisational Skills
Since the role requires strong planning and organisational abilities, be ready to discuss how you manage your workload and prioritise tasks. Share examples of how you've successfully juggled multiple responsibilities in the past.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and client service. This shows your genuine interest in the role and helps you understand if the company aligns with your career goals.
