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- Tasks: Support financial advisers by preparing research and high-quality reports.
- Company: Join a successful firm of Financial Planners in Cheadle, Cheshire.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Make a real impact in clients' financial lives while developing your skills in a dynamic team.
- Qualifications: Diploma in Financial Services or equivalent; two years' experience in Financial Services required.
- Other info: Apply today and hear back within 24 hours!
The predicted salary is between 36000 - 60000 £ per year.
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
- To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
- To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
- To assist the Technical Services Manager in mitigating and highlighting any risks to the business.
- To provide relevant MI data when requested to the Management Team.
Responsibilities
- Research, Technical Support, Written Reports and the Preparation of Advice:
- To provide technical support, highlighting areas of possible business to Advisers.
- To use the approved research tools to provide the adviser with research to support their recommendations.
- To analyse and research options for the advisers including products and providers as necessary.
- To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning.
- To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner.
- To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate.
- To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant.
- Assisting the Technical Services Manager in mitigating and highlighting any risks to the company.
- Provide support to the Technical and Services Manager as required.
- Assist other colleagues with any technical and compliance queries as required.
- Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained.
- Flag any areas or processes where processes are missing or inefficient.
- Provide any MI data requested by the management team in a timely fashion as required.
Other Duties
- To proactively suggest improvements for the continuing progression of the team and the Company.
- Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager.
- Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company.
- Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate.
Skills required
- Attention to detail.
- Strong technical knowledge of financial services.
- Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients.
- Effective technical and product research using own initiative where appropriate.
- Ability to manage time and your own workload as well as working in a team.
- Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards.
- In depth understanding of compliance within Financial Services.
- Microsoft Office, including Excel, Word, PowerPoint and Publisher.
Qualifications
- Diploma in Financial Services (or working towards equivalent).
Knowledge
- An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning.
Experience
- A minimum of two years experience in Financial Services.
If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.
Contact Detail:
Bond Recruitment Ltd 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 interviews but also demonstrate your commitment to maintaining high-quality advice for clients.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on the latest financial products and market trends. Being knowledgeable about current offerings will allow you to speak confidently about how you can support advisers in their recommendations.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed time and workload in previous roles. Highlighting your organisational skills will show that you're capable of handling the demands of a Paraplanner.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles where you've prepared reports or provided technical support. Use keywords from the job description to demonstrate your fit for the Paraplanner role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities and skills mentioned in the job description. Explain how your background aligns with their needs, especially your attention to detail and technical knowledge.
Showcase Relevant Experience: In your application, provide examples of your previous work that relate to the tasks of a Paraplanner, such as preparing suitability reports or conducting product research. This will help illustrate your capability to perform the role effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this position.
How to prepare for a job interview at Bond Recruitment Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a strong understanding of financial services. Be prepared to discuss your experience with products like mortgages, investments, and pensions. Use specific examples from your past roles to illustrate your expertise.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, expect questions about regulatory standards and how you've ensured compliance in previous positions. Brush up on relevant regulations and be ready to explain how you would handle compliance concerns.
✨Demonstrate Attention to Detail
Attention to detail is crucial for a Paraplanner. During the interview, highlight instances where your meticulous nature has positively impacted your work. You might even want to bring along a sample report you've created to showcase your writing skills and thoroughness.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company’s processes and team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
