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For Companies At a Glance
- Tasks: Support financial planners with reports, research, and client documentation.
- Company: Join a dynamic financial advisory firm dedicated to exceptional client service.
- Benefits: Enjoy 25 days holiday, pension, parking, and a festive break over Christmas.
- Why this job: Gain hands-on experience in finance while contributing to meaningful client outcomes.
- Qualifications: 1+ years in financial services preferred; strong communication and attention to detail required.
- Other info: Opportunity for growth and learning in a supportive team environment.
The predicted salary is between 30000 - 35000 £ per year.
Location: Hatfield
Salary: £30,000 to £35,000 (Dependent on Qualifications and Experience)
Benefits:
- Parking
- Pension
- 25 days holiday + bank holidays (Firm also closed over Christmas)
About the Firm:
We are a financial advisory firm that is committed to delivering exceptional financial services and advice to clients. They are now looking for a Junior Paraplanner to join their team, providing support with the day-to-day activities of financial planning.
Role Overview:
As a Junior Paraplanner, you will play a key role in supporting the financial planners by assisting with administrative and technical tasks. This will include preparing client reports, conducting product research, and ensuring all client documentation is maintained in line with compliance standards.
Key Responsibilities:
- Assist in preparing suitability reports and client reviews.
- Conduct research on financial products and providers to aid in client recommendations.
- Maintain and update client records and files according to compliance guidelines.
- Provide administrative support to the financial planners, including scheduling meetings, preparing agendas, and taking meeting notes.
- Prepare and process client applications for various financial products, including pensions, investments, and insurance.
- Manage and respond to client queries in a timely and accurate manner.
- Contribute to maintaining an efficient workflow within the team.
- Assist senior paraplanners and financial planners with ongoing projects and client cases.
- Ensure all work complies with internal and regulatory standards.
Skills and Experience:
- Minimum of 1 year experience in a financial services environment (preferred).
- Solid understanding of financial products such as pensions, investments, and protection.
- High attention to detail with a proactive approach to tasks.
- Strong communication skills, both written and verbal.
- Basic knowledge of financial planning software (experience with platforms like XPLAN, Quilter, or similar is advantageous).
How to Apply:
If you are interested in this opportunity, please apply today. A consultant from our team will contact you if your profile matches the role, and we will submit your CV to the client. We will also explore other opportunities that align with your experience and career goals.
Please Note: Due to a high volume of applications, we are unable to provide feedback to all candidates. If you have not heard back within 7 days, please assume your application has not been successful.
Junior Paraplanner in Hatfield, Hertfordshire employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Hatfield, Hertfordshire
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as pensions and investments. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners or financial planners. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Consider brushing up on your knowledge of financial planning software like XPLAN or Quilter. If you have access to any online tutorials or courses, they can be a great way to enhance your skills before applying.
✨Tip Number 4
Prepare for potential interview questions by thinking about how you would handle specific tasks mentioned in the job description, such as preparing suitability reports or managing client queries. This will show your readiness for the role.
We think you need these skills to ace Junior Paraplanner in Hatfield, Hertfordshire
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Junior Paraplanner. Familiarise yourself with tasks like preparing suitability reports and conducting product research, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise any experience you have in financial services, particularly if you've worked with financial products like pensions or investments. Mention specific software you’ve used, such as XPLAN or Quilter, to demonstrate your technical skills.
Craft a Strong Cover Letter: Your cover letter should reflect your enthusiasm for the role and the firm. Discuss why you want to be a Junior Paraplanner and how your skills align with the firm's commitment to exceptional financial services.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role that involves compliance and client documentation.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Products
Make sure you have a solid understanding of financial products like pensions, investments, and insurance. Be prepared to discuss how these products work and how they can benefit clients, as this knowledge will be crucial in your role as a Junior Paraplanner.
✨Demonstrate Attention to Detail
Since the role requires maintaining compliance standards and preparing client reports, showcase your attention to detail during the interview. You might want to provide examples from your past experience where your meticulousness made a difference.
✨Prepare for Technical Questions
Expect questions that assess your technical skills and knowledge of financial planning software. If you have experience with platforms like XPLAN or Quilter, be ready to discuss how you've used them in previous roles or projects.
✨Showcase Your Communication Skills
As a Junior Paraplanner, you'll need strong communication skills to interact with clients and support financial planners. Practice articulating your thoughts clearly and concisely, and consider preparing a few examples of how you've effectively communicated in past roles.
