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- Tasks: Join us as a Paraplanner, handling report writing and client meetings.
- Company: We're a boutique IFA firm in Epsom with 20+ years of stellar reputation.
- Benefits: Enjoy a competitive salary, bonuses, and the option to work from home one day a week.
- Why this job: Be part of a supportive team that values collaboration and fun while you grow your career.
- Qualifications: Experience with financial products is essential; support for exams towards level 4 diploma provided.
- Other info: Opportunity to progress to adviser role in the future.
The predicted salary is between 28000 - 44000 £ per year.
£35k - £55k basic salary plus bonus
Offices in Epsom (Surrey)
Working with HNW & UHNW clients (up to £3.5m of assets per client)
Boutique IFA firm
My client is a wealth planning practice in Epsom (Surrey) who have been operating for 20+ years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who live in London, Kent, Surrey, Sussex & Hampshire. They manage the financial affairs of 120 City professionals, families, retirees, and business owners with £300k - £3.5m of assets invested.
The Managing Director is seeking to recruit a brand new Paraplanner. Your experience and technical knowledge will be reflected in a salary and package, whether you're a junior paraplanner or a senior chartered paraplanner.
Typical duties will include:
- end to end report writing
- technical research
- aiding advisers in compiling advice
- cashflow modelling
- fact finds
- all prep and follow up for annual reviews and client meetings
A broad range of experience and knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.) Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Transact, Nucleus and AJ Bell.
The role will be office based to begin with but then you can WFH 1 day per week. If you are sitting any exams towards your level 4 diploma or Chartered status then the Directors will support you with your studies. If you aspire to be an adviser then there is a route to this in the longer term.
The MD is looking to offer anywhere between £35k - £55k basic salary depending on your experience levels with an attractive benefits package. You will have a dedicated Operations Manager supporting you so you can focus purely on technical work rather than day to day operation running of the practice.
If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdivisions.co.uk
Paraplanner (Epsom) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Epsom)
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions, investments, and tax planning. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to make connections that could lead to referrals or insider information about the company.
✨Tip Number 3
If you have experience with Intelligent Office or similar platforms, be prepared to discuss this in detail. Highlighting your technical skills can set you apart from other candidates and show that you can hit the ground running.
✨Tip Number 4
Express your long-term aspirations during the interview, especially if you're interested in progressing to an adviser role. This shows that you're committed to your career development and aligns with the company's supportive culture.
We think you need these skills to ace Paraplanner (Epsom)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, report writing, and client management. Emphasise any specific knowledge of financial products like pensions and investments, as well as your familiarity with platforms such as Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your career aspirations, especially if you aim to progress towards an adviser position, and how you can contribute to their supportive environment.
Highlight Relevant Qualifications: If you're pursuing or have completed any qualifications related to financial advice, such as the Level 4 diploma, make sure to mention these in your application. This shows your commitment to professional development.
Showcase Soft Skills: In addition to technical skills, highlight your ability to work collaboratively in a team. Mention any experiences where you've supported colleagues or contributed to a positive work environment, as this aligns with the company's culture.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial products such as pensions, investments, and tax planning. Be prepared to discuss how your technical knowledge can benefit the firm and its clients.
✨Demonstrate Your Report Writing Skills
Since report writing is a key duty for this role, consider bringing examples of your previous work or discussing your approach to creating comprehensive reports. This will show your potential employer that you are ready to hit the ground running.
✨Express Your Career Aspirations
If you have ambitions to become an adviser, make sure to communicate this during the interview. The Managing Director is looking for candidates who are eager to grow within the company, so expressing your long-term goals can set you apart.
✨Familiarise Yourself with Their Platforms
Knowledge of Intelligent Office and other platforms like Transact, Nucleus, and AJ Bell will be advantageous. If you have experience with these tools, be sure to mention it, as it shows you can adapt quickly to their systems.
