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- Tasks: Research and analyse financial products, prepare suitability reports, and maintain client records.
- Company: A well-established financial planning firm focused on tailored client advice.
- Benefits: Flexible working hours, 28 days holiday, free parking, and career progression opportunities.
- Why this job: Join a supportive team and grow your career in a dynamic environment.
- Qualifications: At least one year of paraplanning experience and strong report writing skills.
- Other info: Hybrid working role with a focus on professional development.
Do you have at least 1 years experience as a Paraplanner? Are you skilled in writing suitability reports? Are you looking for a flexible and hybrid working role?
Benefits:
- Flexible working hours
- 28 days holiday plus additional leave at Christmas
- Free onsite parking
- Career progression opportunities within a professional, team-oriented environment
About the Company:
The company is a well-established financial planning firm committed to providing expert, tailored advice to clients. With a professional and supportive team environment, the company values career development and offers opportunities for growth within a dynamic and client-focused organisation.
Key Duties as a Paraplanner:
- Research and analyse pensions, investments, and protection products
- Prepare clear, compliant suitability reports
- Maintain accurate client records and support advisers throughout the advice process
Skills Required for this Paraplanner role:
- Analytical Thinking
- Research and analyse financial products
- Report Writing
- Organisation & Accuracy
- Maintain client records and support advisers
Apply Today for this Paraplanner role: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the client. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you haven't heard from us within 7 days, please assume your application was unsuccessful.
Paraplanner in Loughborough employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. You never know who might have a lead on a Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your suitability report writing skills. Be ready to discuss your analytical thinking and how you've tackled complex financial products in the past.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've maintained accurate client records and supported advisers in previous roles. This will demonstrate your fit for the job.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we might have other suitable roles that could be a perfect match for you.
We think you need these skills to ace Paraplanner in Loughborough
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience as a Paraplanner, especially if you've got that all-important year under your belt. We want to see how your skills in writing suitability reports can shine through!
Tailor Your Application: Don’t just send a generic application! Take a moment to tailor your CV and cover letter to match the job description. We love seeing how you connect your skills with what we’re looking for.
Be Clear and Concise: When it comes to writing, clarity is key! Make sure your application is easy to read and gets straight to the point. We appreciate well-structured reports, so show us you can do the same in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're not just a Paraplanner by title, but also by expertise.
✨Suitability Reports are Key
Since writing clear and compliant suitability reports is crucial for this role, practice explaining your process for creating these reports. Be ready to share examples of how you've tackled this in the past.
✨Show Your Organisational Skills
Prepare to discuss how you maintain accurate client records and support advisers throughout the advice process. Highlight any tools or methods you use to stay organised and efficient.
✨Ask About Career Progression
This company values career development, so don’t hesitate to ask about growth opportunities during your interview. It shows you're serious about your future and keen to contribute to the team.
