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- Tasks: Support financial advisors in creating and implementing client financial plans.
- Company: Join a dynamic team in the financial services sector, dedicated to client success.
- Benefits: Enjoy opportunities for career progression and a collaborative work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your skills.
- Qualifications: 3 years of Paraplanner experience and a Diploma in Financial Planning required.
- Other info: Ideal for proactive individuals looking to excel in a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
We are currently seeking a dynamic and talented individual to join our team. This is a fantastic opportunity for the right candidate.
Key Responsibilities:
- Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
- Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
- Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
- Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
- Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
Requirements:
- Experience: Minimum of 3 years of experience as a Paraplanner within the financial services sector.
- Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status.
- Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
- Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
- Team Player: Collaborative approach to working within a team environment. This will be demonstrated by a ready willingness to support team members with technical and administrative issues.
- Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.
Technical Services:
- Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
- Sourcing of external provider solutions.
- Drafting advice: Input into the design of planning solutions and the subsequent drafting of the advice to clients.
- Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team.
- Interaction with clients: Stay updated with industry news and trends. Professionally address and acknowledge client queries promptly.
- Other Duties: Engage in mentoring or support sessions as necessary. Familiarity with a range of products and solutions, including domestic and offshore options.
- A good eye for detail and accuracy; excellent written and verbal communication standards.
- Demonstrable ability to work collaboratively and independently.
Who Will This Role Suit?
An individual who approaches work with a positive, proactive attitude, demonstrating a willingness to excel.
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role of a Paraplanner.
✨Tip Number 2
Stay updated on the latest financial products and market trends. Regularly read industry publications and follow relevant news sources to ensure you can engage in informed discussions during interviews.
✨Tip Number 3
Practice your communication skills by explaining complex financial concepts to friends or family. This will help you articulate your knowledge clearly and confidently during client interactions and interviews.
✨Tip Number 4
Familiarise yourself with the specific financial planning software used in the industry. If possible, take online courses or tutorials to enhance your technical skills, making you a more attractive candidate for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, particularly focusing on your financial planning support and any relevant qualifications. Use specific examples to demonstrate your skills in research, analysis, and report preparation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services sector. Mention your experience, qualifications, and how you align with the company's values and goals. Be sure to address how you can contribute to their team.
Highlight Technical Skills: In your application, emphasise your proficiency with financial planning software and tools. Provide examples of how you've used these in previous roles to support financial advisors and enhance client interactions.
Showcase Communication Skills: Demonstrate your strong communication abilities by providing examples of how you've effectively explained complex financial concepts to clients. This could be through your CV, cover letter, or any additional documents you submit.
How to prepare for a job interview at Nelson Scott
✨Showcase Your Experience
Make sure to highlight your 3+ years of experience as a Paraplanner. Be prepared to discuss specific examples of how you've supported financial advisors and contributed to the development of financial plans.
✨Demonstrate Technical Proficiency
Familiarise yourself with the financial planning software and tools relevant to the role. During the interview, mention any specific tools you’ve used and how they helped you in your previous roles.
✨Communicate Clearly
Strong communication skills are essential for this role. Practice explaining complex financial concepts in simple terms, as you may need to demonstrate this ability during the interview.
✨Emphasise Team Collaboration
Be ready to discuss your experience working in a team environment. Share examples of how you've supported colleagues and contributed to a collaborative atmosphere, as this is key for the role.
