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- Tasks: Join a top financial planning firm as a Paraplanner, crafting tailored suitability letters and conducting product research.
- Company: Work with an award-winning firm in Manchester known for its expertise and client focus.
- Benefits: Enjoy remote work options, a competitive salary, full study support, bonuses, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team, enhance your financial knowledge, and make a real impact on clients' lives.
- Qualifications: Level 4 Diploma preferred; experience with High Net Worth clients is a plus.
- Other info: This is a permanent position with opportunities for professional growth and development.
The predicted salary is between 36000 - 50000 £ per year.
Our client, a prestigious and award winning firm of financial planners in Manchester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working from home or out of prestigious offices (home working available), you will be an integral part of the firm’s technical function. Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Attending client meetings (when required) 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 (desirable) 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 £36,000 & £50,000, home working, full study support, bonuses and benefits package. …
Paraplanner employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial products and regulations. This will not only help you in your role as a Paraplanner but also show potential employers that you are proactive and knowledgeable about the industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join online forums to connect with others who can provide insights or even refer you to job openings.
✨Tip Number 3
Prepare to discuss your experience with High Net Worth clients during interviews. Highlight specific examples of how you've successfully managed their needs and expectations.
✨Tip Number 4
Showcase your ability to write high-quality suitability letters. Consider preparing a sample letter that demonstrates your writing skills and understanding of compliance requirements, as this is a key part of the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities, such as writing suitability letters and conducting product research, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have with High Net Worth clients and your knowledge of financial planning. Use specific examples to demonstrate your skills and reliability.
Craft a Tailored Cover Letter: Write a personalized cover letter that addresses the specific requirements mentioned in the job description. Mention your Level 4 Diploma if you have it, and express your enthusiasm for working in a prestigious firm.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of financial planning and the key areas relevant to the role. Be prepared to discuss specific financial products and how they can benefit high net worth clients.
✨Prepare for Client Interaction Scenarios
Since attending client meetings may be part of the job, think about how you would handle various client scenarios. Practice articulating your thoughts on how to build rapport and trust with clients.
✨Demonstrate Your Writing Skills
As writing suitability letters is a key responsibility, be ready to discuss your writing process. You might even want to bring samples of your previous work or prepare a mock suitability letter to showcase your skills.
✨Emphasize Reliability and Diligence
The firm values reliability and diligence, so be sure to provide examples from your past experiences that demonstrate these qualities. Discuss how you manage your time and ensure compliance in your work.
