At a Glance
- Tasks: Write tailored suitability letters and conduct extensive product research for financial planning.
- Company: Boutique financial planning firm in York with a highly experienced team.
- Benefits: Competitive salary, home working, full study support, bonuses, and fantastic benefits package.
- Other info: Reliable, diligent, and personable candidates will thrive in this professional environment.
- Why this job: Join a dynamic team and make a real impact in financial planning for high net worth clients.
- Qualifications: Level 4 Diploma (or nearing completion) and experience with high net worth clients.
The predicted salary is between 40000 - 46000 £ per year.
Our client, a boutique firm of financial planners in York, are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. 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 £40,000 - £46,000, home working, full study support, bonuses and a fantastic benefits package.
Paraplanner employer: Taylor James Professional Recruitment
Join a boutique firm of financial planners in York, where you will be part of a highly experienced team dedicated to delivering exceptional service to High Net Worth clients. With a strong emphasis on employee growth, the company offers full study support and a competitive benefits package, including home working options and performance bonuses, fostering a supportive and professional work culture that values diligence and expertise.
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 boutique firm in York. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of high net worth clients and the latest financial products. We want you to impress them with your expertise and show that you’re the perfect fit for their team.
✨Tip Number 3
Don’t forget to showcase your writing skills! Since you'll be crafting suitability letters, bring along samples of your previous work or create a mock letter to demonstrate your ability to tailor communications effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so don’t hesitate to reach out if you need any help.
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 expertise in product research and suitability reports. This will help us see your potential!
Be Personable:We’re looking for someone who’s not just professional but also personable. Let your personality shine through in your application. A friendly tone can make a big difference and show us you’d be a great fit for our team.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of key financial products. The interviewers will likely ask you about your experience with these products, so being able to discuss them confidently will show that you're well-prepared and knowledgeable.
✨Tailor Your Suitability Letters
Since writing high-quality suitability letters is a key part of the role, practice drafting a few examples before your interview. This will not only help you articulate your skills but also demonstrate your understanding of what the firm values in their documentation.
✨Showcase Your Experience with High Net Worth Clients
If you've worked with High Net Worth clients before, be ready to share specific examples of how you managed those relationships. Highlighting your experience in this area can set you apart from other candidates and show that you understand the nuances of dealing with affluent clients.
✨Be Personable and Professional
This firm values a personable approach, so don’t forget to let your personality shine through during the interview. Be professional, but also be yourself. Building rapport with the interviewers can make a significant difference in how they perceive you as a potential team member.
