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For Companies At a Glance
- Tasks: Join our team as a Paraplanner, providing top-notch support to Financial Planners.
- Company: Be part of a leading national wealth management firm with exciting growth plans.
- Benefits: Enjoy a competitive salary, bonuses, enhanced pension, and career progression opportunities.
- Why this job: Make a real impact in financial planning while developing your skills in a supportive environment.
- Qualifications: Previous paraplanning experience and Level 4 qualification or working towards it are preferred.
- Other info: This is a full-time role with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
Job overview
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 providing 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.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Administrative, Consulting, and Analyst
Industries
- Financial Services
- Insurance and Employee Benefit Funds
- Insurance
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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 services industry, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and platforms commonly used in paraplanning. Being proficient in these tools can set you apart from other candidates and demonstrate your commitment to the role.
✨Tip Number 3
Consider reaching out to current employees at the firm you're applying to. A quick chat can provide insights into the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 4
Stay updated on industry trends and regulatory changes in financial planning. Showing that you are knowledgeable about current events can impress interviewers and demonstrate your passion for the field.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous paraplanning or 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 services 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: If you have a Level 4 Diploma or are working towards it, make this clear in your application. Also, mention any other relevant qualifications or training that demonstrate your commitment to professional development.
Showcase Organisational Skills: In your application, provide examples of how you've successfully managed multiple tasks or projects. This will demonstrate your planning and organisational skills, which are crucial for the role.
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 financial planning. Be prepared to discuss specific examples from your past experience that demonstrate your technical expertise.
✨Prepare for Report Writing Questions
Since report writing is a key part of the role, be ready to talk about your approach to creating suitability reports. You might even want to bring a sample of your work to showcase your skills.
✨Demonstrate Your Client Service Skills
This position requires providing first-class service to clients. Think of instances where you went above and beyond for a client and be ready to share those stories during the interview.
✨Highlight Your Organisational Skills
As a Paraplanner, you'll need to manage multiple tasks efficiently. Prepare to discuss how you prioritise your workload and ensure all information is accurate and timely for the Financial Planner.
