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- Tasks: As a Paraplanner, you'll analyse portfolios and support advisors with financial planning.
- Company: Join an award-winning financial advice firm known for managing ultra-high net worth portfolios.
- Benefits: Enjoy flexible working options, including part-time hours and occasional remote work.
- Why this job: Be part of a progressive team in a beautiful location, making a real impact on clients' lives.
- Qualifications: Must be diploma qualified with at least 3 years of IFA experience.
- Other info: Opportunities for further learning and development are provided.
The predicted salary is between 34000 - 52000 £ per year.
Qualified Paraplanner route to Advisor
Watford, North Hertfordshire £40,000- £60,000 (Depending on Experience)
Would consider Part Time Applicants
Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £150m.
This role offers a great opportunity for the right candidate to come and work for a progressive, award winning independent financial planning firm set in a beautiful location. They have built a fantastic reputation in the IFA/ Financial Planner community.
Due to growth, the Director is creating a brand-new role within the business for a Paraplanner. The role will be office based with the occasional days working from home.
As a paraplanner, your work will consist of:
- Reporting on portfolio performance
- Analysing market offerings, services and products
- Administering and actioning any advice given by the advisor that you will be supporting
Advice will cover pensions, investments, tax planning, IHT, mortgages and some protections to clients across the London and home counties region. They also offer advice on Wills, Trusts and Estate planning to help with inter-generational planning.
The Position – Qualified Paraplanner
Must be diploma qualified, but will consider applicants with 1 or 2 exams outstanding. Have at least 3 years IFA experience.
Responsibilities:
- Write financial plans
- Write annual reviews
- Write suitability letter
- Update templates as required and after Budgets
- Developing all template and client facing materials
- Updating IO with client data, emails, docs and tasks
- Liaise with clients regarding technical replies, end of tax year queries, factual information, getting permission to sell down to withdraw income and lump sums
- Transact, Nucleus and Fidelity key liaison
- Understand all platforms and how they work
Applicants for this role should have prior experience of working in a financial planning or wealth management firm. You will be supported through your development with financial contributions towards further learning.
To apply for this role and to have a further discussion about what this opportunity can bring you, please send your full CV and contact details to samn@financialdivisions.co.uk and you will receive a phone call to explore this role further.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning and wealth management sectors. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning, especially regarding pensions, investments, and tax planning. This knowledge will help you stand out during any discussions with our team.
✨Tip Number 3
Prepare to discuss your previous experience in writing financial plans and suitability letters. Be ready to share specific examples of how you've contributed to client success in your past roles.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Mention any relevant courses or certifications you are pursuing or plan to pursue, as we value growth and ambition in our candidates.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and wealth management. Emphasise your diploma qualifications and any specific skills related to paraplanning, such as writing financial plans and suitability letters.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of their reputation in the industry and how your experience aligns with their needs, particularly in handling ultra-high net worth individuals.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to the paraplanner position. Include specific examples of your work with pensions, investments, and tax planning to demonstrate your expertise.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
As a paraplanner, you'll be dealing with various financial products. Make sure you brush up on your knowledge of pensions, investments, tax planning, and estate planning. Being able to discuss these topics confidently will impress the interviewers.
✨Demonstrate Your Analytical Skills
The role involves analysing market offerings and portfolio performance. Be prepared to discuss how you've used analytical skills in previous roles. You might even want to bring examples of reports or analyses you've completed.
✨Showcase Your Communication Skills
You'll need to liaise with clients and advisors regularly. Highlight your experience in communicating complex financial information clearly and effectively. Consider preparing a brief example of a time you successfully communicated with a client.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the firm's approach to financial planning and their expectations for the paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
