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- Tasks: Support Financial Advisers by providing technical guidance and preparing financial plans.
- Company: Join a dynamic team in Birmingham focused on innovative financial strategies.
- Benefits: Gain valuable experience in financial planning with opportunities for professional growth.
- Why this job: Be part of a collaborative environment that values accuracy and client success.
- Qualifications: Must be fully Diploma qualified with strong communication and organizational skills.
- Other info: Email your CV to josie@artemisrecruitment.co.uk to apply!
The predicted salary is between 28800 - 43200 £ per year.
Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products. Key Responsibilities: – To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. – Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. – Provide research and analysis of investment funds and financial products, whilst considering the client objectives. – Review asset allocation for any investment/pension holdings – Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position. – Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there. – Liaise with Product Providers / Third Parties regarding any technical queries – Accurately complete new business sheets to be handed over to the PA. – Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met. Essential Qualities: – Fully Diploma qualified – Good understanding of the Financial Planning process. – Strong interpersonal skills, both written and verbal communication. – Customer service skills – providing an excellent service to the adviser and client. – Excellent planning and organisational skills. – Ability to work effectively to deadlines. – Accuracy and attention to detail to balance demands of role. Desirable: – Level 4 qualified or working towards (DipFA / DipPFS) – An understanding of cashflow modelling. – Broad knowledge of the Financial Services Industry and high level of technical knowledge. – In depth knowledge and experience with cashflow modelling. – Ability to manage and complete projects. If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk
Paraplanner employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial products and investment funds. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the financial services industry.
✨Tip Number 2
Practice your interpersonal skills by engaging in mock interviews or networking events. Being able to communicate effectively with both clients and team members is crucial for a Paraplanner role.
✨Tip Number 3
Showcase your organizational skills by preparing a portfolio of past projects or case studies where you successfully managed financial plans or cashflow forecasts. This can set you apart from other candidates.
✨Tip Number 4
Research the company and its values thoroughly. Understanding their approach to financial planning and client service will allow you to tailor your discussions during the interview, making you a more appealing candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarize yourself with the financial planning process and the specific tasks mentioned in the job description.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the key responsibilities of the role. Emphasize your qualifications, particularly if you are Diploma qualified or working towards it.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your understanding of the financial services industry and your interpersonal skills. Mention specific examples of how you've provided excellent customer service in previous roles.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. Attention to detail is crucial for this role, so make sure your application reflects that quality before submitting it.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of the financial planning process and any relevant qualifications you have. Be prepared to discuss specific financial products and strategies you've worked with in the past.
✨Demonstrate Strong Interpersonal Skills
Since this role involves supporting Financial Advisers and liaising with clients, it's crucial to showcase your communication skills. Practice articulating complex financial concepts in a clear and concise manner.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare examples of how you've handled client objectives or provided technical support in previous roles, focusing on your analytical and research skills.
✨Emphasize Attention to Detail
Given the importance of accuracy in this role, be ready to discuss how you ensure precision in your work. Share examples of how you've managed deadlines while maintaining high-quality outputs, especially in financial forecasts and plans.
