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- Tasks: Support Advisers by conducting detailed research and preparing financial planning reports.
- Company: Established financial services company with a strong presence across the UK.
- Benefits: 25 days holiday, professional exam support, training academy, and quarterly bonuses.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in Paraplanning, strong communication skills, and a positive team attitude.
- Other info: Enjoy a birthday day-off and opportunities for career growth.
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.
Requirements
- 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.
Benefits
- Support for professional industry exams and study.
- 25 days holiday (excluding Bank Holidays) with a Holiday Purchase scheme.
- Access to an In-House Training Academy.
- Annual salary review.
- Birthday day-off.
- Life Assurance and Pension scheme.
- Quarterly Bonus Scheme.
Locations
Paraplanner in Kent, Maidstone employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Kent, Maidstone
✨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 an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial products and compliance regulations confidently. We recommend practising common interview questions with a friend or using mock interview tools to get comfortable.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your previous work, like financial planning reports you've prepared. This will demonstrate your attention to detail and ability to produce high-quality work.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great Paraplanner positions listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications all in one place.
We think you need these skills to ace Paraplanner in Kent, Maidstone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and paraplanning, and don’t forget to showcase your attention to detail and analytical skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your previous experience aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: As a Paraplanner, communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. Whether it's through your writing style or examples of past interactions, let us see your skills in action!
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 shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Time Appointments
✨Know Your Financial Products
Make sure you 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 Reports
Since preparing Financial Planning Reports is a key responsibility, practice creating sample reports. This will not only help you understand what’s expected but also give you confidence when discussing your approach during the interview.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with Advisers and clients. Prepare examples of how you've successfully handled client queries or collaborated with team members to demonstrate your strong communication skills.
✨Stay Organised and Prioritise
Highlight your organisational skills by discussing how you manage multiple tasks and deadlines. Share specific strategies you use to stay on top of your workload, as this will resonate well with the interviewers looking for reliability.
