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- Tasks: Support Chartered Advisers with technical paraplanning and client interactions.
- Company: Join a respected Chartered Financial Planning firm with a focus on career growth.
- Benefits: Enjoy hybrid working, 25 days holiday, and long-term career development opportunities.
- Why this job: Perfect for ambitious individuals aiming to transition into an adviser role while gaining valuable experience.
- Qualifications: Must be Level 4 qualified in Regulated Financial Planning, with 2-3 years of relevant experience.
- Other info: Collaborative team environment with a focus on high-net-worth clients.
The predicted salary is between 42000 - 84000 £ per year.
A highly respected, Chartered Financial Planning firm is seeking an experienced and ambitious Paraplanner to join their close-knit team. This is a unique opportunity for a motivated individual looking to progress into an adviser role in the next 2-3 years, while working alongside two established Chartered Financial Planners managing a growing client base of high-net-worth individuals.
Key Responsibilities:
- Provide high-quality technical paraplanning support to Chartered Advisers.
- Prepare suitability reports, technical research, and cash flow models.
- Assist with the development of financial planning strategies across pensions, investments, protection, and IHT planning.
- Liaise directly with clients and providers to gather information and ensure smooth case progression.
- Maintain accurate client records using Intelligent Office (IO).
- Support the ongoing improvement of internal processes and documentation.
- Contribute to client meetings where appropriate, with a view to eventual progression into an advisory role.
Requirements:
- Diploma qualified in Regulated Financial Planning (Level 4) as a minimum.
- Working toward, or already achieved, Chartered Financial Planner status (Level 6).
- Minimum 2-3 years of paraplanning or similar experience within a financial planning or wealth management environment.
- Strong technical knowledge of pensions, investments, and tax planning.
- Ambitious, and client-focused with a long-term view.
- Excellent communication and analytical skills.
- Comfortable working independently and as part of a collaborative team.
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends and expectations in the field.
✨Tip Number 2
Familiarise yourself with Intelligent Office (IO) software, as it's mentioned in the job description. If you can demonstrate your proficiency with this tool during interviews or networking conversations, it will show that you're prepared and serious about the role.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients and how you've contributed to their financial planning strategies. Highlight specific examples where your technical knowledge of pensions, investments, and tax planning made a significant impact.
✨Tip Number 4
Show your ambition and long-term vision during interviews by discussing your goals for transitioning into an adviser role. This will align with the company's focus on career development and demonstrate that you're looking for a lasting commitment.
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 or financial services. Emphasise your qualifications, particularly if you have a Level 4 Diploma in Regulated Financial Planning or are working towards Level 6 Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and client-focused approach. Mention your technical knowledge of pensions, investments, and tax planning, and express your desire to progress into an advisory role.
Highlight Relevant Skills: In your application, focus on your analytical skills and ability to work both independently and as part of a team. Provide examples of how you've contributed to improving internal processes or documentation in previous roles.
Follow Up: After submitting your application through our website, consider following up with a polite email to express your continued interest in the position. This can help keep your application top of mind for the recruiters.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate strong technical knowledge in areas like pensions, investments, and tax planning. Be prepared to discuss specific examples from your experience where you've applied this knowledge effectively.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to develop financial planning strategies. Think about past situations where you successfully navigated complex client needs and be ready to share those stories.
✨Highlight Your Communication Skills
Effective communication is key in this role, especially when liaising with clients and providers. Prepare to discuss how you've communicated complex information clearly and concisely in previous roles.
✨Express Your Ambition
This position offers a pathway to an advisory role, so it's important to express your long-term career ambitions. Share your goals and how you see yourself growing within the company, aligning your aspirations with their development opportunities.
