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For Companies At a Glance
- Tasks: Support high-net-worth clients by designing tailored investment solutions and conducting financial analysis.
- Company: Join one of the UK's leading financial planning firms based in Southport.
- Benefits: Enjoy flexible working options, including one day remote each week.
- Why this job: Make a significant impact while developing your career in a dynamic and supportive environment.
- Qualifications: Minimum 2 years experience in a Paraplanner or similar role with strong analytical skills.
- Other info: Opportunity to work with complex client cases and high-value portfolios.
The predicted salary is between 36000 - 60000 £ per year.
Location: Southport (with flexible working & 1 day remote)
About the Role
We are seeking a motivated and detail-oriented Paraplanner to join one of the UK's leading financial planning firms, based in the North West. As part of a growing team, this newly created role offers a unique opportunity to make a significant impact by supporting high-net-worth clients and contributing to the firm's expansion plans. Working closely with the internal team, you'll help design tailored investment solutions for both new and existing clients. This is a dynamic role involving exposure to high-value portfolios, complex client cases and ever-changing legislation.
Key Responsibilities
- Conduct comprehensive financial analysis, including cash flow modelling, risk profiling and client account reviews.
- Develop and recommend bespoke financial solutions for high-net-worth clients, ensuring accuracy and compliance.
- Collaborate with advisers and other team members to create detailed, compliant suitability reports.
- Maintain accurate records of client data and provide support with investment strategy development.
- Deliver excellent client service while maintaining confidentiality and professionalism.
Essential Skills and Experience:
- Minimum 2 years of experience as a Paraplanner or in a similar technical financial planning role.
- Strong analytical and problem-solving skills with meticulous attention to detail.
- Excellent communication skills, with the ability to convey complex information clearly.
- High level of professionalism, trustworthiness and discretion.
If you're passionate about financial planning and looking for an opportunity which will give you the opportunity to develop your career, we'd love to hear from you.
Paraplanner employer: Vivo Talent
Contact Detail:
Vivo Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as Paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your analytical skills and ability to develop tailored financial solutions for clients.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts in simple terms. This is crucial when working with high-net-worth clients who may not have a financial background.
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 and requirements of a Paraplanner. Tailor your application to highlight how your experience aligns with the specific tasks mentioned in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience as a Paraplanner or in a similar role. Use specific examples to demonstrate your analytical skills, attention to detail, and ability to work with high-net-worth clients.
Showcase Communication Skills: Since excellent communication is key for this role, ensure your application reflects your ability to convey complex information clearly. Consider including examples of how you've successfully communicated with clients or team members in the past.
Personalise Your Application: Make your application stand out by personalising it. Address the hiring manager by name if possible, and express your enthusiasm for the opportunity to contribute to the firm's expansion plans and support high-net-worth clients.
How to prepare for a job interview at Vivo Talent
✨Know Your Financial Concepts
As a Paraplanner, you'll need to demonstrate a solid understanding of financial analysis, cash flow modelling, and risk profiling. Brush up on these concepts and be ready to discuss how you've applied them in your previous roles.
✨Showcase Your Attention to Detail
This role requires meticulous attention to detail, especially when developing bespoke financial solutions. Prepare examples from your past work where your attention to detail made a significant difference in client outcomes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle complex client cases. Think about past experiences where you successfully navigated challenges and be ready to share those stories.
✨Demonstrate Excellent Communication Skills
You'll need to convey complex information clearly to clients and team members. Practice explaining financial concepts in simple terms, and be prepared to discuss how you ensure compliance and accuracy in your reports.
