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- Tasks: Support financial advisers by preparing client files and writing detailed reports.
- Company: Join a leading IFA offering comprehensive wealth management solutions.
- Benefits: Earn up to £45k, enjoy a relaxed work environment, and access great perks.
- Why this job: Be part of a friendly team with long-term career growth and impactful work.
- Qualifications: 3+ years in paraplanning; Level 4 Diploma preferred but not essential.
- Other info: Flexible dress code and opportunities for overtime compensation.
The predicted salary is between 36000 - 54000 £ per year.
Job Type: Full-time
Location: Worthing or Crawley
Salary: Up to £45k depending on experience
Join a leading IFA that integrates financial and tax advice to offer a comprehensive wealth management solution. My client is currently seeking an experienced, Level 4 qualified Paraplanner to enhance our team. This role involves close collaboration with financial advisers and sales support teams, providing crucial support across various stages of clients' financial journeys—from protection for young families to retirement and business exit planning. Candidates who do not yet have their Level 4 qualification but possess extensive experience in the field are also encouraged to apply.
Day-to-day of the role:
- Preparing and maintaining client files.
- Implementing recommendations and ensuring all compliance paperwork is present.
- Conducting due diligence associated with the investment committee.
- Providing technical support and coaching team members.
- Writing detailed reports based on clients' requirements.
- Serving as a point of reference for advisers.
- Continuously researching and reviewing market products available.
Required Skills & Qualifications:
- Minimum of 3 years’ experience in a paraplanning role, preparing Annual Reviews and Recommendation Reports.
- Proficiency with Intelligent Office, CashCalc, Genovo, & FE Analytics (or similar systems).
- Excellent organisational skills and the ability to plan own workload.
- Thorough understanding of all compliance regulations.
- Strong decision-making skills and the ability to use initiative based on research findings.
- Level 4 Diploma desired.
- Adaptable and eager to take on new challenges.
- Interest or experience in Later Life Financial Advice/Planning is a plus but not essential.
Benefits:
- Up to £45k with paid overtime or time off in lieu for extra hours worked.
- Relaxed, friendly, and modern working environment.
- Long-term career prospects and progression opportunities.
- 4% employer pension contributions.
- Access to the Lifestyle hub offering discounts for high street and online shops.
- Relaxed dress code policy.
- Life Assurance.
- WPA Cash Plan after a qualifying period.
To apply for this Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
Paraplanner employer: Reed
Contact Detail:
Reed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as Intelligent Office and CashCalc. Consider taking online courses or tutorials to enhance your proficiency, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning and compliance. This knowledge will not only help you in interviews but also show potential employers that you are proactive and well-informed about the industry.
✨Tip Number 4
Prepare to discuss your previous experience in detail, particularly any instances where you've successfully supported financial advisers or contributed to client outcomes. Use specific examples to illustrate your skills and how they align with the responsibilities of the paraplanner role.
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 paraplanning, especially your proficiency with tools like Intelligent Office and CashCalc. Emphasise your organisational skills and any specific achievements that relate to the job description.
Craft a Compelling Cover Letter: In your cover letter, detail your experience in preparing Annual Reviews and Recommendation Reports. Explain why you are interested in this role and how your background aligns with the company's focus on comprehensive wealth management solutions.
Showcase Your Qualifications: If you have a Level 4 qualification, be sure to mention it prominently. If not, highlight your extensive experience in the field and your willingness to pursue further qualifications. This shows your commitment to professional development.
Research the Company: Familiarise yourself with the company’s approach to financial and tax advice. Mention any specific aspects of their services or values that resonate with you in your application, demonstrating your genuine interest in joining their team.
How to prepare for a job interview at Reed
✨Know Your Stuff
Make sure you have a solid understanding of paraplanning and the specific requirements of the role. Brush up on compliance regulations and be ready to discuss your experience with tools like Intelligent Office and CashCalc.
✨Showcase Your Experience
Prepare examples from your past roles that highlight your skills in preparing Annual Reviews and Recommendation Reports. Be ready to explain how you've supported financial advisers and contributed to client journeys.
✨Ask Insightful Questions
Demonstrate your interest in the company by asking thoughtful questions about their approach to wealth management and how they integrate financial and tax advice. This shows you're engaged and keen to understand their operations.
✨Be Adaptable
Highlight your adaptability and eagerness to take on new challenges. Discuss any experiences where you've had to learn quickly or adjust to new situations, especially in relation to Later Life Financial Advice if applicable.
