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For Companies At a Glance
- Tasks: Support Financial Planners with research and report writing for clients.
- Company: Join a leading national wealth management and financial planning firm.
- Benefits: Enjoy a competitive salary, bonuses, enhanced pension, and career progression opportunities.
- Why this job: Be part of a successful team that values professional development and client service.
- Qualifications: Previous paraplanning experience and Level 4 qualification or working towards it required.
- Other info: Ideal for those passionate about finance and looking to grow their career.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
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
Contact Detail:
Switch Recruitment 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 give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management and financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Consider reaching out to current employees at the firm you're applying to. A friendly chat can provide you with insider information about the company culture and expectations, which can be beneficial during the interview process.
✨Tip Number 4
Prepare for common interview questions specific to paraplanning. Think about how you would handle client scenarios or report writing challenges. Practising your responses can help you feel more confident and articulate during the actual interview.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your experience in providing research and writing suitability reports, as well as your knowledge of investments, pensions, and financial planning.
Tailor Your CV: Make sure your CV reflects your previous paraplanning or report writing experience. Emphasise any qualifications you have, such as Level 4 / Diploma, and detail your technical knowledge across various platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support Financial Planners. Use specific examples from your past experiences to demonstrate your skills and how they align with the job requirements.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Switch Recruitment
✨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 past experience that demonstrate your technical expertise in these areas.
✨Prepare for Report Writing Questions
Since report writing is a key part of the role, be ready to explain your process for creating suitability reports. You might even want to bring a sample report you've worked on to discuss during the interview.
✨Demonstrate Your Client Service Skills
The firm values providing a first-class service to clients, so think of examples where you've gone above and beyond for clients in your previous roles. Highlight your communication skills and how you ensure client satisfaction.
✨Discuss Your Organisational Skills
As a Paraplanner, you'll need to manage multiple tasks efficiently. Be prepared to talk about how you prioritise your workload and any tools or methods you use to stay organised and meet deadlines.
