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For Companies At a Glance
- Tasks: Support financial advisers by conducting research and drafting reports for clients' financial needs.
- Company: Join a dynamic team in Worthing, dedicated to shaping clients' financial futures.
- Benefits: Enjoy a competitive salary, full-time hours, and a range of corporate perks.
- Why this job: Work on diverse cases in a collaborative environment that values your input and expertise.
- Qualifications: Experience as a Paraplanner with strong attention to detail and proactive problem-solving skills.
- Other info: Opportunity for professional growth in a supportive and innovative workplace.
The predicted salary is between 28800 - 48000 £ per year.
We’re Hiring: Paraplanner
Location: Worthing, West Sussex
Salary: Competitive + Benefits
Employment Type: Full-time, Permanent
Are you an experienced Paraplanner with a passion for delivering quality research and support to financial advisers? We’re looking for a detail-oriented and proactive individual to join our dynamic team and help shape the financial futures of our clients.
About the Role
As a Paraplanner, you will play a vital role in supporting our Independent Financial Advisers (IFAs) by providing accurate research, drafting suitability reports, and delivering high-quality solutions to meet our clients’ complex financial needs. This is an opportunity to work on varied and rewarding cases, from pension transfers to IHT planning, in a collaborative and professional environment.
What You’ll Be Doing
- Collaborate with IFAs to conduct in-depth product and provider research to identify suitable and compliant solutions tailored to clients’ needs.
- Prepare clear and concise summaries of recommendations and draft high-quality proposals and suitability reports across a wide range of products, providers, and funds.
- Provide specialist input on pension transfers, retirement planning, and complex Inheritance Tax (IHT) cases.
- Use financial planning software and tech tools to analyse client data.
Paraplanner employer: Fifteen Network
Contact Detail:
Fifteen Network 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 your role as a Paraplanner but also demonstrate to us that you're proactive and committed to maintaining high professional standards.
✨Tip Number 2
Network with current Paraplanners and Independent Financial Advisers. Engaging with professionals in the field can provide you with insights into the role and may even lead to referrals, increasing your chances of landing the job with us.
✨Tip Number 3
Showcase your analytical skills by discussing specific tools or software you’ve used in previous roles. We value candidates who are comfortable with technology and can efficiently analyse client data to provide tailored solutions.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully supported financial advisers. Sharing concrete examples of your past experiences will help us see how you can contribute to our team and the clients we serve.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner. Focus on your skills in conducting research, drafting reports, and working with financial advisers. Use specific examples to demonstrate your expertise in areas like pension transfers and IHT planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention why you are interested in this specific position and how your background aligns with the company's needs. Be sure to express your enthusiasm for supporting IFAs and clients.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for a Paraplanner, such as attention to detail, analytical abilities, and proficiency with financial planning software. Provide examples of how you've successfully used these skills in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential qualities for a Paraplanner.
How to prepare for a job interview at Fifteen Network
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. Be prepared to discuss how different solutions can meet clients' needs, especially in areas like pension transfers and IHT planning.
✨Showcase Your Research Skills
Demonstrate your ability to conduct thorough research by discussing past experiences where you identified suitable solutions for clients. Highlight any specific tools or software you’ve used to support your findings.
✨Prepare for Technical Questions
Expect technical questions related to financial planning and compliance. Brush up on relevant regulations and best practices to show that you’re knowledgeable and detail-oriented.
✨Emphasise Collaboration
Since the role involves working closely with IFAs, be ready to discuss your teamwork skills. Share examples of how you've successfully collaborated with others to achieve common goals in previous roles.
