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- Tasks: Join a dynamic team as a Junior Paraplanner, blending investment admin with paraplanning skills.
- Company: Be part of a fantastic IFA firm in Banbury, known for its supportive culture.
- Benefits: Enjoy 20 days holiday plus extra time off, a 5% pension contribution, and death in service benefits.
- Why this job: This role offers growth potential into pure paraplanning and hands-on experience in financial services.
- Qualifications: Ideal candidates should have report writing skills and ideally a Diploma in financial services.
- Other info: Office hours are 9-5 with a friendly work environment and opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
A lovely chance for a skilled Junior Paraplanner/Investment Financial Administration skilled in order to join the great company. You will be linked to the client bank that the advisors support. You will need to have skills in report writing as a Financial Investment Administrator and as outlined, a skilled Junior Paraplanner. In the future, it could be your step to pure paraplanning, but you must have these other skills along with the paraplanning report ability. Ideally, you should have the Diploma and skills linked to paraplanning in financial services.
In terms of your skills required would be as follows:
- Blending investments admin with paraplanning skills, principally around review report writing.
- New advice and preparation/completion of new business will feature, but it’s a wide-ranging role of different things to start with, but could grow into pure paraplanning.
- Assist financial advisers by researching and analysing financial products, investments, pensions, inheritance, and insurance solutions.
- Prepare detailed and compliant financial reports, suitability letters, and recommendation documents for clients.
- Conduct cash flow modelling and risk assessments to support financial advice using industry standard tools.
- Ensure all financial planning recommendations adhere to FCA regulations and company policies.
- Maintain accurate and up-to-date client records using CRM and financial planning software.
- Keep up to date with changes in financial legislation and industry trends.
- Assist clients directly with technical queries linked to the investment and pensions.
The benefits are wonderful:
- Office hours are 9-5 with 30 mins for lunch.
- Holiday is 20 days of their choosing and the firm grants them four further days off (Christmas to New Year and a day at Easter).
- Four times death in service.
- 5% employer pension to a plan of their choosing.
Contact Detail:
Reed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land GREAT ROLE - SKILLED INVESTMENTS ADMINISTRATION & JUNIOR PARAPLANNING SKILLS : - BANBURY, OX...
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in paraplanning or investment administration. Attend local events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Practice your report writing skills by creating sample financial reports or suitability letters. This will help you showcase your ability to prepare compliant documents, which is crucial for the role.
✨Tip Number 4
Consider obtaining relevant qualifications, such as a Diploma in Financial Planning, if you haven't already. This will enhance your credibility and show that you're serious about advancing in the paraplanning field.
We think you need these skills to ace GREAT ROLE - SKILLED INVESTMENTS ADMINISTRATION & JUNIOR PARAPLANNING SKILLS : - BANBURY, OX...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your skills in investment administration and paraplanning. Include specific examples of report writing and any relevant qualifications, such as a Diploma in financial services.
Craft a Compelling Cover Letter: Write a cover letter that connects your experience with the job requirements. Emphasise your ability to assist financial advisers and your familiarity with compliance and regulatory standards.
Showcase Relevant Skills: In your application, clearly outline your skills in cash flow modelling, risk assessments, and using CRM software. Mention any experience you have with financial products and client interactions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial roles.
How to prepare for a job interview at Reed
✨Showcase Your Report Writing Skills
Since the role requires strong report writing abilities, be prepared to discuss your experience in creating financial reports and suitability letters. Bring examples if possible, as this will demonstrate your capability and attention to detail.
✨Understand Financial Products
Familiarise yourself with various financial products, investments, pensions, and insurance solutions. Being able to discuss these topics confidently will show that you are knowledgeable and ready to assist financial advisers effectively.
✨Demonstrate Compliance Knowledge
The company emphasises adherence to FCA regulations. Be ready to talk about your understanding of compliance in financial planning and how you ensure that recommendations meet regulatory standards.
✨Express Your Willingness to Learn
This role could lead to pure paraplanning in the future, so express your enthusiasm for professional development. Mention any relevant qualifications or courses you are considering, such as the Diploma in financial services, to show your commitment to growth.
