At a Glance
- Tasks: Craft tailored financial reports and conduct extensive product research.
- Company: Award-winning financial planning firm in South Manchester.
- Benefits: Competitive salary, flexible working options, and a supportive team environment.
- Other info: Opportunity for growth and development in a reputable firm.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning or close to completion required.
The predicted salary is between 35000 - 49000 £ per year.
Our client, a multiple award-winning firm of financial planners in south Manchester, are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Homeworking - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month).
Working closely with the advisers, duties and responsibilities will include:
- Writing and tailoring high quality suitability letters based on consultation with the Adviser
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- To complete compliant suitability reports
The Person:
- Level 4 Diploma (or close to completion) (essential)
- Experienced in dealing with High Net Worth clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional
In return this opportunity offers a basic salary of between £35,000.
Paraplanner employer: Taylor James Professional Recruitment
Our client is a multiple award-winning firm of financial planners located in South Manchester, offering a flexible work environment that allows for both office-based and remote working options. With a strong emphasis on employee growth and development, the company fosters a collaborative culture where team members can thrive while providing high-quality financial planning services to High Net Worth clients. The opportunity to join such a reputable firm not only promises a competitive salary but also the chance to be part of a dedicated team committed to excellence in the financial sector.
Contact Details:
Taylor James Professional Recruitment Recruitment 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 planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of key financial products. We want you to be able to discuss them confidently and show that you’re the right fit for their team.
✨Tip Number 3
Showcase your experience with High Net Worth clients during interviews. Share specific examples of how you've tailored solutions for them, as this will highlight your expertise and reliability.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with High Net Worth clients and any relevant qualifications, like your Level 4 Diploma. We want to see how you fit into our team!
Showcase Your Skills:When writing your application, emphasise your strong commercial and technical knowledge in financial planning. Use specific examples to demonstrate your reliability and diligence, as these traits are key for us.
Keep It Professional:While we love a friendly tone, remember to maintain professionalism in your written application. This is your chance to show us you're personable and professional, so strike the right balance!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the easiest way for us to receive your details and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around key products and compliance. Being able to discuss suitability letters and reports confidently will show that you're the right fit for the role.
✨Tailor Your Approach
Just like you'll be tailoring suitability letters, tailor your responses in the interview. Relate your experience directly to the job description, especially your work with High Net Worth clients and any relevant qualifications.
✨Show Your Professional Side
Since this role involves working closely with advisers and clients, demonstrate your personable and professional attitude. Be friendly but maintain a level of professionalism that reflects the firm's values.
✨Ask Smart Questions
Prepare some insightful questions about the firm and its approach to financial planning. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals.
