At a Glance
- Tasks: Support financial advisers by delivering high-quality advice on pensions and investments.
- Company: Reputable financial planning firm with a focus on professional growth.
- Benefits: Hybrid working, study support for Level 4 Diploma, and career progression opportunities.
- Other info: Flexible work environment with ongoing training and development.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Minimum 2 years as a Paraplanner and strong understanding of financial regulations.
The predicted salary is between 35000 - 45000 € per year.
Our client is a well-established and highly regarded financial planning firm seeking an experienced Paraplanner to join their growing team. This role offers the opportunity to work closely with advisers and management, supporting the delivery of high-quality financial advice across pensions, investments, protection, and inheritance tax planning.
Key Responsibilities:
- Working across a broad range of products including ISAs, Unit Trusts, Investment Bonds, VCTs, pensions, protection, and IHT planning.
- Writing suitability letters for annual reviews and new business cases.
- Inputting fact find information onto Salesforce and maintaining accurate records.
- Running critical yield comparisons and provider illustrations.
- Completing and submitting advice sets through Salesforce.
- Staying up to date with regulatory and legislative changes.
- Attending adviser meetings, workshops, and training forums where required.
Requirements:
- Minimum 2 years experience in a Paraplanner role.
- Level 4 Diploma in Regulated Financial Planning (or working towards completion).
- Strong understanding of financial services regulation and legislation.
- Ability to work independently and remotely.
- Positive, proactive, and flexible attitude with a willingness to support the wider team.
- Experience using Salesforce or similar back-office systems.
- Strong Microsoft Office skills including Outlook, Word, and Excel.
- Experience within a regulated financial planning environment.
Pension Paraplanner in Manchester employer: TEMPLEGATE RECRUITMENT LIMITED
Our client is an exceptional employer, offering a supportive hybrid working environment in Altrincham that promotes work-life balance and flexibility. With a strong commitment to employee development, including funding for the Level 4 Diploma and numerous career progression opportunities, this financial planning firm fosters a collaborative culture where your contributions are valued and recognised. Join a team that prioritises high-quality financial advice while providing you with the tools and support needed to thrive in your career.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Pension Paraplanner in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, attend industry events, and join relevant online forums. We can’t stress enough how important it is to make those personal connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your experience as a Paraplanner. Show them you’re not just a fit for the role, but for their team too!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you on their radar and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’ve got loads of resources to help you along the way, so take advantage of everything we offer to boost your application process.
We think you need these skills to ace Pension Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Pension Paraplanner role. Highlight your experience in financial services, especially any work with pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our team. Keep it engaging and personal – we love to see your personality!
Showcase Relevant Experience:When filling out your application, be sure to showcase your relevant experience, especially your familiarity with Salesforce and your understanding of financial regulations. We’re keen on seeing how you’ve applied your skills in real-world scenarios.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be all set!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulation and legislation. Be prepared to discuss how your experience aligns with the role, especially around pensions, investments, and protection. This will show that you're not just a good fit but also genuinely interested in the field.
✨Showcase Your Skills
Be ready to talk about your experience with Salesforce or similar systems. Prepare examples of how you've used these tools to maintain accurate records or run yield comparisons. This practical insight can really set you apart from other candidates.
✨Demonstrate Team Spirit
Since this role involves working closely with advisers and management, highlight your ability to collaborate effectively. Share examples of how you've supported your team in previous roles, whether through attending meetings or contributing to workshops.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to professional development and career progression. This shows that you're not only interested in the job but also in growing within the company. It’s a great way to demonstrate your proactive attitude!
