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- Tasks: Support Financial Planners by creating financial reports and conducting research.
- Company: Join a dynamic firm focused on delivering top-notch financial planning services.
- Benefits: Enjoy a collaborative work environment with opportunities for professional development.
- Why this job: Gain hands-on experience in finance while making a positive impact on clients' lives.
- Qualifications: Must be fully Diploma qualified with strong communication and organisational skills.
- Other info: Opportunity to attend client meetings and present cashflow models.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a talented Paraplanner to join their team. As a paraplanner, you will support the firm's Financial Planners by creating and compiling quality financial planning reports and conducting research on financial strategies, plans, and products.
Key Responsibilities:
- Support the Financial Planners in research and analysis to meet client needs and objectives.
- Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business, or ad hoc advice reports.
- Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
- Manage the presentation of technical data to the Financial Planners.
- Compile cashflow models when required as part of the advice process.
- Attend client meetings with Financial Planners as required, present cashflow to clients as required.
- Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
- Maintain up-to-date product and technical knowledge.
- Maintain all standards of performance as required by the firm.
- Develop and maintain internal relationships within all parts of the business.
- Promote the profile of the business within the profession and wider communities.
- Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
Minimum Requirements:
- Fully Diploma qualified
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role.
- An understanding of cashflow modelling.
- Broad knowledge of the Financial Services Industry and high level of technical knowledge.
- In-depth knowledge and experience with cashflow modelling.
- Ability to manage and complete projects.
Paraplanner - Cambridge employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Cambridge
✨Tip Number 1
Familiarise yourself with the latest financial planning software and tools, especially those used for cashflow modelling. Being proficient in these tools will not only enhance your application but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work as paraplanners or financial planners. 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
Stay updated on current trends and regulations in financial planning. This knowledge will not only prepare you for interviews but also show your commitment to continuous professional development, which is crucial for this role.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported financial planners in the past. Highlighting your experience in creating reports and conducting research will make you a more attractive candidate during the interview process.
We think you need these skills to ace Paraplanner - Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your understanding of the Financial Planning process and any experience with cashflow modelling.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support Financial Planners. Mention specific examples of how you've provided excellent customer service or conducted research in previous roles.
Highlight Technical Knowledge: In your application, demonstrate your technical knowledge of financial products and strategies. Include any relevant qualifications, such as your Diploma, and mention your commitment to Continuous Professional Development.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Attention to detail is crucial for this role, so ensure your application reflects that quality.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning processes and cashflow modelling. Be prepared to discuss specific strategies or products you've worked with in the past, and how they benefited clients.
✨Highlight Your Interpersonal Skills
Strong communication is key in this role. During the interview, share examples of how you've effectively communicated complex financial information to clients or colleagues, ensuring they understood the recommendations.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think about past experiences where you had to analyse data or create reports under tight deadlines, and be ready to explain your thought process and outcomes.
✨Demonstrate Your Commitment to Continuous Learning
The financial services industry is always evolving. Discuss any recent courses or certifications you've completed, and express your enthusiasm for ongoing professional development to meet regulatory requirements.
