At a Glance
- Tasks: Prepare high-quality reports and support Advisors with financial planning.
- Company: Dynamic financial services firm in Tunbridge Wells with a supportive culture.
- Benefits: 25 days holiday, bonus scheme, private medical, and birthday off.
- Other info: Enjoy exam funding, study support, and excellent career growth opportunities.
- Why this job: Join a progressive team and make a real impact in financial planning.
- 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.
Paraplanning Specialist. Job in Tunbridge Wells LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a Paraplanning Specialist at our Tunbridge Wells location, you will thrive in a supportive and progressive work environment that prioritises employee growth and well-being. With generous benefits including 25 days of holiday, private medical insurance, and a bonus scheme, we ensure our team members feel valued and motivated. Join us to be part of a collaborative culture where your expertise in financial planning is recognised and rewarded.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Specialist. 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 know about paraplanning. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss suitability reports and cashflow modelling confidently. 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 your enthusiasm for the role – and we all know how important that is!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanning Specialist. Job in Tunbridge Wells LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanning Specialist 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’re keen on seeing how you can hit the ground running in this role!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
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 mentioned in the job description. Being able to discuss suitability reports and cashflow modelling confidently will show that you're serious about the role.
✨Showcase Your Experience
Prepare examples from your past work that highlight your solid paraplanning experience. Think about complex planning cases you've handled or how you've supported advisors, as these will resonate well with the interviewers.
✨Be Ready for Technical Questions
Expect questions that dive deep into regulated advice processes and client objectives. Practise articulating your thought process when structuring advice, as this will demonstrate your analytical skills and understanding of the role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company culture, support for exam funding, or the bonus scheme. This shows your interest in the position and helps you gauge if it's the right fit for you.
