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For Companies At a Glance
- Tasks: Assist in financial planning and provide tailored advice to clients.
- Company: Reputable financial planning firm with a friendly and professional culture.
- Benefits: Competitive salary, private healthcare, generous holiday, and quarterly bonuses.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills.
- Other info: Hybrid working model with opportunities for career growth.
The predicted salary is between 34000 - 46000 £ per year.
Overview
Quick Questions: Do you have Paraplanning experience? Have you worked in an Independent Financial Advice firm previously? Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team?
Benefits
- 22 days holiday plus bank holidays; office closed over Christmas.
- Pension contribution.
- Exams funded.
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
About the Company
Our clients are seeking a detail-oriented and proactive Paraplanner to join their busy wealth management team.
The successful candidate will support their advisors in delivering exceptional service to clients, working closely with senior team members on high-net-worth client portfolios, inheritance tax planning, and pensions consolidation.
Key Duties for this Paraplanner role
- Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
- Process investment instructions and support portfolio administration tasks.
- Liaise with investment platforms to ensure accurate settlements and reconciliations.
- Support advisors with diary management and general office administration.
Skills Required
- Prior paraplanning or financial services experience (minimum 6 months preferred).
- Ideally started professional exams or fully qualified.
- Excellent written and verbal communication skills.
- Team player with a proactive, can-do attitude.
Apply Today
Submit your application now.
A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager.
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.
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Paraplanner employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨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 researching the company and its values. Since Templegate Recruitment is all about tailored advice and high-net-worth clients, think about how your skills align with their mission. Show them you’re not just another candidate, but the perfect fit!
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience and how it relates to the Paraplanner position. The more you rehearse, the more confident you'll feel when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we love seeing familiar faces from our community!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Paraplanner role. Highlight your financial services background and any specific qualifications that align with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Keep it friendly yet professional, just like our office vibe.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial planning and investment strategies. Brush up on key concepts and be ready to discuss how you can apply them in real-world scenarios.
✨Showcase Your Attention to Detail
In this role, precision is key. Prepare examples from your past work where your attention to detail made a difference. This could be anything from preparing reports to ensuring compliance with regulations.
✨Understand the Company Culture
Research Templegate Recruitment and the financial planning firm you're interviewing for. Knowing their values and how they support high-net-worth clients will help you align your answers with what they’re looking for.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the hybrid working model, and how success is measured in the role. This shows your genuine interest and helps you assess if it’s the right fit for you.
