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For Companies At a Glance
- Tasks: Conduct research on financial products and prepare reports for advisers.
- Company: Join a leading recruitment firm in the financial services sector.
- Benefits: Enjoy 25 days holiday, study support, and a flexible hybrid working model.
- Why this job: Make a real impact by supporting advisers and clients with high-quality advice.
- Qualifications: Experience in paraplanning or research, with strong communication skills.
- Other info: Dynamic team environment with opportunities for personal development.
The predicted salary is between 34000 - 50000 £ per year.
Location: Rayleigh, Essex (Hybrid working available)
Salary: £40,000 - £45,000 per annum
Benefits:
- 25 days holiday plus bank holidays
- 3 additional days at Christmas
- Office closed for 1 week after Christmas
- Auto-enrolment pension after 3 months
- Study support for exams
About the Company
We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model.
You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients.
Key Responsibilities:
- Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection
- Analyse client data to support suitability and advice reports
- Prepare recommendations and research reports for advisers
- Assist with portfolio analysis, cashflow modelling, and product comparisons
- Ensure all outputs comply with FCA regulations
- Maintain up-to-date knowledge of financial planning regulations and market developments
- Work closely with Financial Advisers to enable timely client advice
What We're Looking For:
- Experience in a research-focused paraplanning role or similar
- Strong understanding of financial planning products and regulations
- Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred)
- Ability to collate and process information accurately under tight deadlines
- Excellent written and verbal communication skills
- Level 4 Diploma in Financial Planning preferred (or equivalent experience)
Desirable Skills:
- Previous experience in a fast-paced paraplanning or research team
- Ability to hit the ground running with minimal supervision
- Strong attention to detail and analytical skills
- Proactive approach to personal development and exam support
How to Apply:
If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals.
Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Locations
Paraplanner in Essex, Rayleigh employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Essex, Rayleigh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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 interviews by brushing up on your knowledge of financial products and regulations. Make sure you can discuss recent market developments and how they impact client advice. This will show potential employers that you're not just qualified, but also genuinely interested in the field.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to convey complex information clearly. Try explaining financial concepts to friends or family to get comfortable with simplifying jargon and ensuring everyone understands.
✨Tip Number 4
Don't forget to apply through our website! We have a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team at Templegate Recruitment.
We think you need these skills to ace Paraplanner in Essex, Rayleigh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in research-focused paraplanning and any relevant qualifications, like the Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past roles that show your understanding of financial planning products and regulations. This helps us see how you can hit the ground running with minimal supervision.
Keep It Professional: While we love a friendly tone, remember to keep your application professional. Use clear language and check for any typos or grammatical errors. A polished application shows attention to detail, which is crucial in our field.
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It streamlines the process for us and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially pensions, investments, and protection. Being able to discuss these confidently will show that you're well-prepared and understand the core responsibilities of a Paraplanner.
✨Research the Company
Take some time to learn about Templegate Recruitment and their approach to financial services. Understanding their values and how they support advisers will help you tailor your answers and demonstrate your genuine interest in the role.
✨Practice Your Communication Skills
Since excellent written and verbal communication skills are key for this role, practice explaining complex financial concepts in simple terms. This will not only help you in the interview but also in your future interactions with advisers and clients.
✨Prepare for Technical Questions
Expect questions related to compliance and FCA regulations, as well as scenarios where you might need to analyse client data. Prepare examples from your past experience that showcase your analytical skills and attention to detail.