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- Tasks: Join our team as a Paraplanner, supporting advisers and clients with financial planning.
- Company: Work with a leading Financial Planning firm known for its client-focused approach.
- Benefits: Enjoy a permanent position with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: Must have at least 3 years of Paraplanning experience and a Level 4 Diploma in financial planning.
- Other info: Applications may not receive feedback within 28 days due to high volume; stay tuned for future opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading Financial Planning firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.. Role Responsibilities: Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document. Carrying out all tasks in a manner consistent with compliance procedures. Preparation of existing client files ready for reviews. Ensuring all client files are compliant on an ongoing basis. Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances. Proposing and drafting financial solutions that meet each client’s goals, needs and objectives. Key Skills & Experience: At least 3 years’ experience working in a Paraplanning role, for a financial planning organisation. Clear understanding of the financial planning process. The ability to produce professional and technical reports, to support the advice process. Able to work within defined business processes. Ability to achieve agreed outcomes without supervision. Prioritise own work load, and the work load of the Paraplanning team. Ability to multi task and prioritise effectively. Good level of technical knowledge of investments and Pensions advice. Qualifications: Level 4 Diploma qualified in financial planning as a minimum. High level of Investment and Pension knowledge. Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly
Paraplanner employer: MERJE
Contact Detail:
MERJE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the specific financial planning processes and tools that the firm uses. This will not only help you understand the role better but also demonstrate your proactive approach during interviews.
✨Tip Number 2
Network with current or former Paraplanners in the industry. They can provide valuable insights into the day-to-day responsibilities and challenges of the role, which can help you tailor your discussions during the interview.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you successfully analyzed data and produced suitability reports. Highlighting these experiences will showcase your ability to meet the firm's expectations.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning, especially regarding investments and pensions. This knowledge will not only enhance your confidence but also position you as a knowledgeable candidate during the selection process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, as this will help you tailor your application to highlight relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in a Paraplanning role, particularly any work related to financial planning, client interactions, and report writing. Use specific examples to demonstrate your capabilities.
Showcase Technical Knowledge: Demonstrate your understanding of investments and pensions in your application. Mention any relevant qualifications, such as your Level 4 Diploma in financial planning, and provide examples of how you've applied this knowledge in previous roles.
Professional Presentation: Ensure that your application documents are professionally formatted and free of errors. A well-organized CV and a clear, concise cover letter will make a strong impression on the hiring team.
How to prepare for a job interview at MERJE
✨Showcase Your Experience
Be prepared to discuss your previous experience in a Paraplanning role. Highlight specific examples where you successfully interpreted data and produced suitability reports, as this will demonstrate your understanding of the financial planning process.
✨Demonstrate Technical Knowledge
Make sure to brush up on your knowledge of investments and pensions. Be ready to answer technical questions and provide insights into how you would analyze products and services tailored to client needs.
✨Emphasize Compliance Awareness
Since compliance is crucial in this role, be prepared to discuss how you ensure that all client files are compliant and how you adhere to compliance procedures in your work. This shows that you understand the importance of risk management.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask during the interview. This could include inquiries about the firm's approach to client servicing or how they support their Paraplanners. It shows your interest in the role and helps you assess if the company is the right fit for you.
