At a Glance
- Tasks: Prepare high-quality reports and support financial advisors with client planning.
- Company: Join a supportive team in a dynamic financial planning environment.
- Benefits: Enjoy 25 days holiday, private medical, and a bonus scheme.
- Other info: Clear progression opportunities and exam funding for professional development.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Solid paraplanning experience and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
Hours: 9am-5pm Monday - Friday
Benefits:
- 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days
- Bonus Scheme
- Pension
- Private Medical
- Birthday off each year
- Free parking
Salary: Competitive and based on experience
Extras:
- Exam funding and study support
- Clear progressive and a supportive working environment
Solid paraplanning experience essential, ideally around 3 years
Responsibilities:
- Preparing high-quality suitability reports across financial products
- Analyse client information and conduct technical research
- Structure advice in line with client objectives
- Maintain accurate client records and workflows using Salesforce
- Produce cashflow modelling and planning illustrations
- Supporting Advisors with pre and post meeting preparation
- Assist with complex planning cases and technical queries
Qualifications:
You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills.
Paraplanner. Job in Tunbridge Wells LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At our Tunbridge Wells office, we pride ourselves on being an excellent employer that values work-life balance and employee well-being. With a supportive culture, generous benefits including 25 days holiday plus bank holidays, and opportunities for professional growth through exam funding and study support, we are committed to fostering a rewarding environment for our Paraplanners. Join us to be part of a team that prioritises your development while you help clients achieve their financial goals.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Tunbridge Wells LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss suitability reports and cashflow modelling. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in the interviewer’s mind. Plus, it shows you’re genuinely interested in the role at LilyLifestyle.
✨Tip Number 4
Apply through our website for the best chance of landing that paraplanner job! We love seeing applications directly from candidates who are eager to join our supportive environment.
We think you need these skills to ace Paraplanner. Job in Tunbridge Wells LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your solid paraplanning experience and any relevant qualifications. 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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since you'll be preparing suitability reports and conducting technical research, make sure to mention your experience with tools like Salesforce. We appreciate candidates who can hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specific financial products you'll be dealing with. Familiarise yourself with the latest regulations and best practices in the UK Financial Planning sector. This will show that you're not just a candidate, but someone who’s genuinely passionate about the field.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning roles in detail. Highlight your experience in preparing suitability reports and conducting technical research. Use specific examples to demonstrate how you've structured advice to meet client objectives and how you've maintained accurate records using tools like Salesforce.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, the team you'll be working with, and how they support professional development. This shows that you're not only interested in the role but also in how you can grow within the company.
✨Practice Your Communication Skills
Since excellent written and communication skills are essential for this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend or family member to get comfortable discussing complex planning cases and technical queries.
