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- Tasks: Prepare financial reports and conduct research to support Advisers in client solutions.
- Company: Established financial services company with a strong presence across the UK.
- Benefits: 25 days holiday, support for professional exams, and a holiday purchase scheme.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial advice and strong analytical skills required.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
The predicted salary is between 28800 - 48000 £ per year.
We are excited to be partnering with a well-established financial services company with offices across the UK, as they look to recruit experienced Paraplanners to support their continued growth. The role involves providing technical support to Advisers by conducting detailed research on clients’ current and potential financial arrangements. Assessed against clients’ objectives, this research is used to produce accurate, timely, and compliant financial planning reports while maintaining exceptional standards of client service.
Key Responsibilities- Prepare Financial Planning Reports for Advisers to present to clients.
- Conduct research on financial products to support Advisers in identifying appropriate solutions.
- Assist with client reviews and requests, serving as a point of contact for day-to-day queries.
- Submit financial plans to relevant company providers.
- Maintain client records using company software, ensuring accuracy, compliance, and high presentation standards.
- Prepare client review packs and process illustration requests.
- Stay up to date with financial products, services, and legislation.
- Adhere to all firm and industry guidelines, rules, and regulations.
- Previous experience in a Financial Advice firm with Paraplanning and reporting experience.
- Diploma qualification desirable; candidates with equivalent skills and experience will be considered.
- Reliable and able to manage and prioritise workloads effectively.
- Excellent communication and business correspondence skills, with attention to detail and accuracy.
- Strong analytical and problem-solving abilities.
- Team-oriented with a positive attitude.
- Highly organised with the ability to multitask and adapt to change.
- Support for professional industry exams and study.
25 days holiday (excluding Bank Holidays) with a Holiday Purchase scheme.
Paraplanner employer: TIME Appointments Ltd
Contact Detail:
TIME Appointments Ltd 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 industry and let them know you're on the lookout for Paraplanner roles. 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 technical knowledge. Since you'll be conducting detailed research and preparing financial planning reports, make sure you can confidently discuss financial products and compliance standards during your chats with potential employers.
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet with hiring managers, share examples of how you've managed workloads and prioritised tasks in previous roles. This will demonstrate that you're the reliable team player they need.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that Paraplanner position, and applying directly can give you an edge. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial advice and paraplanning, and show us how you can support our Advisers with your skills.
Showcase Your Attention to Detail: Since accuracy is key in this role, give examples of how you've maintained high standards in your previous work. We want to see that you can produce compliant financial planning reports without missing a beat!
Communicate Clearly: Your written communication skills are super important for this position. Use clear and concise language in your application to demonstrate your ability to convey complex information effectively.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at TIME Appointments Ltd
✨Know Your Financial Products
Before the interview, brush up on the latest financial products and services. Being able to discuss specific products and how they align with client needs will show your expertise and readiness for the role.
✨Prepare Detailed Examples
Think of specific instances where you've successfully prepared financial planning reports or conducted thorough research. Sharing these examples will demonstrate your experience and problem-solving skills, which are crucial for a Paraplanner.
✨Showcase Your Communication Skills
Since you'll be assisting Advisers and clients, it's vital to highlight your communication abilities. Practice explaining complex financial concepts in simple terms, as this will reflect your capability to support others effectively.
✨Stay Updated on Regulations
Familiarise yourself with current industry regulations and compliance standards. Being knowledgeable about these will not only impress your interviewers but also show that you take the role seriously and are committed to maintaining high standards.
