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For Companies At a Glance
- Tasks: Join a dynamic team to prepare financial advice and support clients with tailored solutions.
- Company: A growing financial services firm in Ashford, Kent, dedicated to client satisfaction.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive team environment.
- Why this job: Be part of a collaborative culture that values your input and fosters professional growth.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent, plus previous paraplanning experience required.
- Other info: Opportunity to work closely with experienced professionals and enhance your skills in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for an experienced Paraplanner to join their expanding team based in Ashford, Kent. You will be working alongside a supportive, experienced group of paraplanners who take pride in providing a great service to their clients. This will be a hybrid working role in Kent, with a competitive salary on offer.
Responsibilities:
- Preparation of suitability letters covering investments, pensions, inheritance tax and protection - delivering accurate, well-drafted and compliant advice
- Undertaking research to reach conclusions and recommendations for clients
- Assisting and supporting the head of department and directors as and when required
- Working within and contributing to the paraplanning team and their processes, helping to further develop these
- Embed change, review, and feedback
- Preparing cash flow planning forecasts
- Involvement in the company’s research processes as required
- Providing technical resource and research to the adviser and management team
- Working with the sales support and adviser to achieve good client outcomes
- Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
- Keep up to date with legislative and industry changes that will affect the business and its clients
Experience:
- Level 4 Diploma in Financial Planning / Regulated Financial Planning or equivalent, or near completion of
- Previous paraplanning experience
- Good knowledge of investment products, taxation and pensions
- Strong analytical, research and report writing skills
- Initiative and problem solving
- Excellent attention to detail
- Able to prioritise and plan own workload
- Excellent communication and interpersonal skills, both written and verbal
If you are interested in this position then please submit your CV to Sam at Artemis Recruitment.
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (IFA)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest regulations and compliance standards set by the FCA. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience during interviews. Highlight your analytical skills and how you've successfully contributed to client outcomes in past roles.
✨Tip Number 4
Showcase your ability to work collaboratively within a team. Be ready to explain how you've supported colleagues in the past and contributed to improving processes, as teamwork is essential in this role.
We think you need these skills to ace Paraplanner (IFA)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, particularly your knowledge of investment products, taxation, and pensions. Use specific examples to demonstrate your skills in research and report writing.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your previous experience aligns with their needs and express your enthusiasm for joining their team in Ashford.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Financial Planning or equivalent qualifications. If you are near completion, mention this as well, as it shows your commitment to professional development.
Showcase Soft Skills: In your application, emphasise your strong analytical skills, attention to detail, and ability to communicate effectively. These soft skills are crucial for a paraplanner and should be evident in your written application.
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 investment products, pensions, and taxation. Be prepared to discuss specific examples from your previous experience where you successfully applied this knowledge.
✨Highlight Your Research Skills
Research is a key part of the role. During the interview, share instances where your research led to valuable insights or recommendations for clients. This will show your analytical capabilities and attention to detail.
✨Demonstrate Team Collaboration
Since you'll be working within a team of paraplanners, it's important to convey your ability to collaborate effectively. Discuss how you've contributed to team processes in the past and how you can support your colleagues.
✨Stay Updated on Industry Changes
The financial industry is constantly evolving. Make sure to mention any recent legislative changes or trends you've been following. This shows your commitment to staying informed and your proactive approach to professional development.
