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- Tasks: Work closely with Chartered Advisers, drafting reports and conducting financial analysis.
- Company: Join a boutique IFA in Sussex, known for exceptional client satisfaction and long-term relationships.
- Benefits: Enjoy a competitive salary, study support, and your birthday off work!
- Why this job: This role offers growth potential towards becoming an adviser or a technical paraplanner.
- Qualifications: Level 4 diploma or working towards it, with a background in wealth management.
- Other info: Full training provided, plus ongoing professional development opportunities.
The predicted salary is between 32000 - 44000 £ per year.
Client facing role - work on a 1-2-1 basis with Chartered Adviser.
Offices near Horsham (Sussex) Boutique IFA with 400 clients.
My client is a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. They manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections.
The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system.
The Directors are creating 2 brand-new roles for Paraplanners who can work on a 1-2-1 basis with each of the 2 Chartered Advisers in the business. You will be working towards your level 4 diploma or have completed it and have good technical knowledge and writing suitability reports. You will have a background in a wealth management business, have a proactive attitude and have a desire to get stuck in and learn alongside very experienced advisers. You will be drafting reports, doing analysis, cashflow modelling and some occasional admin work but this is a very progressive role with the intention that for the right person they can be an adviser in the future. If you don’t aspire to be an adviser but prefer to be a technical paraplanner this is also fine.
Salary: £40k - £55k (negotiable).
Full training and onboarding.
23 days holiday + bank holidays.
Your Birthday off work plus study leave.
Full study support for industry exams.
If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with Xplan, as it's the main back-office system used by the firm. Having a solid understanding of this platform will not only boost your confidence but also demonstrate your proactive attitude during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience as paraplanners or advisers. Engaging with industry contacts can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 3
Stay updated on current trends and regulations in financial planning, particularly around pensions and tax planning. This knowledge will help you stand out as a candidate who is genuinely interested in the field and ready to contribute from day one.
✨Tip Number 4
Prepare to discuss your technical knowledge and experience in drafting suitability reports during the interview. Be ready to share examples of your previous work that highlight your analytical skills and attention to detail.
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. Familiarise yourself with the skills required, such as drafting reports and cashflow modelling, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in wealth management or financial services. Mention specific tasks you've undertaken that relate to the role, such as writing suitability reports or working with financial advisers.
Show Your Proactive Attitude: Demonstrate your proactive attitude in your application. Share examples of how you've taken initiative in past roles, whether through learning new skills or contributing to team projects, to align with the company's values.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific requirements mentioned in the job description. Mention your desire to progress within the company and how you can contribute to their high customer satisfaction rates.
How to prepare for a job interview at Financial Divisions
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate a solid understanding of financial products and services. Brush up on your knowledge of pensions, investments, tax planning, and cashflow modelling. Be prepared to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Report Writing Skills
Since drafting suitability reports is a key part of the role, be ready to talk about your experience with report writing. Bring examples if possible, and explain your approach to ensuring clarity and compliance in your documentation.
✨Emphasise Your Proactive Attitude
The firm values a proactive approach, so highlight instances where you've taken initiative in your previous roles. Discuss how you’ve contributed to team success or improved processes, showing that you're eager to learn and grow.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the tools they use (like Xplan), and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
