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For Companies At a Glance
- Tasks: Support Financial Planners with research, analysis, and client financial plans.
- Company: Join a vibrant IFA known for ethical financial solutions and a stellar reputation.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of a forward-thinking team making a real impact in clients' financial lives.
- Qualifications: Must hold Diploma Level 4; advanced exams in investments and pensions are a plus.
- Other info: Ideal for experienced Paraplanners looking to advance their careers.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Welywn seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status.Key Responsibilities:
- Supporting the Financial Planners in research and analysis to meet Client needs and objectives
- Supporting the Financial Planners in preparing Client financial plans and suitability reports
- Promoting the profile of the business within the profession and wider communities
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Preparing and compiling financial analysis data
- Analysing Client data and preparing cash flow analyses
- Compiling financial planning recommendations and suitability reports
- Providing support for the Financial Planners
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Assisting the Financial Planners with Client presentations and any other activities as agreed
- Preparing applications for submission.
If you believe you are well suited for this role, please apply to be considered.
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or webinars where you can meet current paraplanners and financial planners. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance standards will show your commitment to the profession and make you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your experience with financial analysis and client interactions during interviews. Be ready to provide examples of how you've supported financial planners in the past, as this will demonstrate your capability for the role.
✨Tip Number 4
Research the company culture and values of the IFA you're applying to. Tailoring your conversation to align with their ethical approach and client-focused solutions can help you stand out as a candidate who fits well within their team.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Senior Paraplanner position. Understand the key responsibilities and required qualifications, such as holding a Diploma Level 4 and any advanced exams in investments and pensions.
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the role. Emphasise your experience in supporting financial planners, preparing financial plans, and ensuring compliance with regulatory standards.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your commitment to ethical practices. Mention specific examples of how you have successfully supported financial planners in the past.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Diploma Level 4 qualification and any advanced level exams in investments and pensions you have completed. This will demonstrate your commitment to professional development and your suitability for the Senior Paraplanner role.
✨Prepare for Technical Questions
Expect questions related to financial planning, client analysis, and compliance standards. Brush up on your knowledge of financial regulations and be ready to discuss how you ensure compliance in your previous roles.
✨Demonstrate Team Collaboration
Since the role involves supporting Financial Planners, be prepared to discuss examples of how you've successfully collaborated with colleagues in the past. Highlight your ability to maintain internal relationships and contribute to a positive team environment.
✨Research the Company
Familiarise yourself with the company's values and reputation in the marketplace. Be ready to discuss how your personal values align with their ethical approach to financial solutions, as this will show your genuine interest in the role and the company.
