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- Tasks: Support financial advisers by conducting research and writing reports for clients.
- Company: Join a progressive UK-wide independent financial advice business focused on savings and retirement planning.
- Benefits: Enjoy hybrid working, flexible benefits, income protection, pension, and performance bonuses.
- Why this job: Be part of a collaborative team making a real impact in clients' financial lives.
- Qualifications: 5 GCSEs including English and Maths; Level 4 Diploma in Financial Planning required.
- Other info: Work 1-2 days a week in the office with a focus on teamwork and customer service.
The predicted salary is between 36000 - 54000 £ per year.
Our client is a progressive UK-wide independent financial advice business specialising in all aspects of savings, investments, and retirement planning to individuals, delivering independent financial advice to their customers. We are currently recruiting a Paraplanner to work closely with a team of financial advisers to provide research and report writing. The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service.
Duties and responsibilities include:
- Understanding clients' financial situation & objectives.
- Providing research, analysis & technical support.
- Preparing recommendation reports.
- Maintaining client records.
- Analysing clients' circumstances, objectives & risk profile.
- Identifying missing client information pertinent to formulating recommendations.
- Liaising with financial advisers to query/challenge proposed recommendations.
- Providing research on all relevant advice areas, products, and investment solutions.
- Preparing information/comparisons, ready for analysis by the adviser.
- Using company-approved research systems to assist analysis.
- Cashflow modelling analysis.
- Producing client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures.
- Obtaining accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients.
- Assisting in the completion of remedial actions following quality checking.
- Maintaining accurate and up-to-date client and plan records on back-office system.
- Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures.
- Creating, managing, and completing tasks on the back-office system in accordance with Company procedures.
Person Specification:
Qualifications
- 5 GCSEs passes or equivalent including English and Maths.
- Level 4 Diploma in Financial Planning.
Knowledge
- General knowledge across a wide range of financial planning areas such as pensions, investments, protection, and estate-planning (including use of Trusts).
- Experience in an IFA/Wealth Management environment.
- General knowledge of the employee benefits/corporate pensions/business protection markets.
- Experience in an employee benefits/corporate pensions environment.
Skills
- Able to adapt the language, style and method of communication depending on the needs of the client or colleague.
- Can prioritise daily tasks, and restructure day as ad-hoc duties require, arranging client related tasks as a priority.
- Understand what good customer service is and prioritise customer work to deliver good service.
- Understand the importance of teamwork and how collaboration can improve outcomes.
- Understand and be able to use technology for the role effectively.
- Expertise to do the role and understand areas for improvement & looking for opportunities to develop.
Desirable
- Experience of Intelligent Office back-office system.
- Experience of Finametrica, O&M Profiler, Defaqto and FE Analytics or equivalent research tools.
- Experience in cashflow modelling.
Key Performance Indicators
- Individual / Team meets financial targets, KPIs and SLAs.
- Internal and external customer satisfaction measures.
- Feedback from senior colleagues, advisers and team members.
- Adherence to all company policies and procedures.
- Adherence to compliance and other legal regulatory processes.
Additional:
- Hybrid working arrangement with a requirement to attend an office 1 to 2 days a week (flexible).
- Flexible benefits scheme whereby 5% of the salary is used to purchase benefits on an annual basis.
- Income Protection as standard.
- Pension.
- Discretionary annual bonus based on company profits as well as individual KPIs.
Contact Detail:
Castle View Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software, especially those mentioned in the job description like Intelligent Office and cashflow modelling tools. Being well-versed in these systems will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial advice sector, particularly those who work as paraplanners or financial advisers. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Brush up on your understanding of various financial products and services, especially pensions, investments, and estate planning. This knowledge will be crucial during interviews, as you'll need to demonstrate your ability to provide informed support to advisers and clients.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've successfully collaborated with a team or provided excellent customer service. Highlighting your teamwork skills and customer-centric approach will resonate well with the hiring team.
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 planning, paraplanning, and any specific tools mentioned in the job description, such as Intelligent Office or cashflow modelling.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about financial advice and how your skills align with the responsibilities of the Paraplanner role. Mention your understanding of client needs and your ability to work collaboratively with advisers.
Showcase Relevant Qualifications: Clearly list your qualifications, especially the Level 4 Diploma in Financial Planning, and any other relevant certifications. This will demonstrate your commitment to the profession and your readiness for the role.
Highlight Customer Service Skills: Emphasise your customer service experience and how you prioritise client satisfaction. Provide examples of how you've successfully managed client relationships or improved service delivery in previous roles.
How to prepare for a job interview at Castle View Personnel
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of pensions, investments, and estate planning. Being able to discuss these topics confidently will show that you're well-prepared and understand the core responsibilities of a Paraplanner.
✨Demonstrate Your Research Skills
Be ready to talk about your experience with research tools like Intelligent Office or Finametrica. Highlight specific examples where your research has led to successful recommendations or improved client outcomes.
✨Showcase Your Teamwork Abilities
Since collaboration is key in this role, prepare examples of how you've worked effectively within a team. Discuss how you’ve supported financial advisers in the past and how teamwork has enhanced your work.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter as a Paraplanner. Be ready to explain how you would analyse a client's financial situation and formulate recommendations based on their objectives and risk profile.
