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For Companies At a Glance
- Tasks: Support financial planners by conducting research and preparing detailed reports.
- Company: Join a small, independent team of financial advisors with a supportive culture.
- Benefits: Hybrid working, flexible hours, and opportunities for progression within the company.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 3 years industry experience and ideally Level 4 qualified or close to it.
- Other info: Part-time options available; great potential for growth in Operations or Compliance.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our client is seeking an experienced Paraplanner to join their small team of independent financial advisors.
You will have 3 years industry experience and at least 1 year Paraplanning experience. Ideally you will be Level 4 qualified already, or at least close to achieving your Diploma.
You will support the Financial Planners and a range of clients, conducting thorough financial research, preparing comprehensive reports including cash flow planning and product recommendations and assist in client meetings to offer valuable insights and solutions.
This role is offered on a hybrid basis with a minimum of 2 days a week in the office. Ideally this would be a full-time role, but part-time would also be considered.
Our client is looking for someone who is keen to stay within Paraplanning and are unable to offer a route into Advising at this time. Progression within the company into other areas such as Operations or Compliance is possible.
Paraplanner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your financial knowledge and be ready to discuss your experience in detail. Think about how you've supported Financial Planners in the past and be prepared to share specific examples that showcase your skills.
✨Tip Number 3
Show your enthusiasm for Paraplanning! Make it clear during interviews that you're committed to this career path and excited about the opportunity to grow within the company. Employers love candidates who are passionate about their field.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it helps us keep track of your application and get you in front of the right people faster.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and any relevant qualifications. We want to see how your skills match up with what we're looking for, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about Paraplanning and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Showcase Your Research Skills: Since the role involves conducting thorough financial research, mention any specific tools or methods you’ve used in the past. We’re keen to see how you approach problem-solving and analysis!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you get all the latest updates from us. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Synchronicity Group
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around cash flow planning and product recommendations. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the role.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or challenges. Think of examples from your past experience where you've successfully navigated similar scenarios, and be ready to share those insights during the interview.
✨Show Your Team Spirit
Since you'll be working closely with Financial Planners and clients, it's important to demonstrate your ability to collaborate. Share examples of how you've worked effectively in a team setting and contributed to achieving common goals.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, the team dynamics, and potential career progression within the organisation. This shows that you're not only interested in the role but also in how you can grow and contribute to the team.
