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- Tasks: Transform complex financial data into clear, actionable plans for clients.
- Company: Join a forward-thinking wealth management firm in Liverpool.
- Benefits: Enjoy flexible working options and a competitive salary package.
- Why this job: Make a real impact on clients' financial futures while growing your skills.
- Qualifications: Level 4 Diploma required; ambition to progress towards Level 6.
- Other info: Collaborative environment with opportunities for professional advancement.
The predicted salary is between 36000 - 54000 £ per year.
Paraplanner – Boutique Wealth Management Firm | £30,000 – £45,000 | Hybrid | Central London
A well-established Financial Planning firm based near St James’s Park is seeking an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice on Pensions, Investments, Inheritance Tax Planning, and Wealth Management, with a strong focus on building long-term client relationships.
You’ll work closely with the Principal Adviser, playing a key role in supporting client recommendations and helping to drive the firm’s growth. This is an excellent opportunity for someone looking to join a small but growing company where career progression and professional development are actively encouraged.
What’s on offer:
- £30,000 – £45,000 salary (depending on experience)
- Hybrid working
- 25 days holiday + bank holidays
- Life assurance (DIS)
- A supportive and collaborative team culture
- Clear path for development and promotion
What’s next?
If you’re interested in this opportunity, apply today. One of our specialist consultants will be in touch to explore your experience, goals, and preferences before submitting your CV to the client.
Keywords: Paraplanning, Report Writing, Adviser Support, IFA, Financial Planning, Wealth Management, IFA Admin
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Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends and tools in financial planning.
✨Tip Number 2
Familiarise yourself with the specific financial planning software mentioned in the job description, such as CashCalc or Voyant. Consider taking online courses or tutorials to enhance your skills and demonstrate your proficiency during interviews.
✨Tip Number 3
Prepare to discuss your analytical mindset by gathering examples of how you've successfully interpreted complex data in previous roles. Be ready to explain how your research and analysis have led to actionable recommendations for clients.
✨Tip Number 4
Showcase your communication skills by practising how to simplify complex financial concepts. You might even consider role-playing scenarios where you explain these concepts to a non-financial audience, which can help you articulate your thoughts clearly during interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, particularly your skills in cash flow modelling and suitability report writing. Use specific examples to demonstrate your technical expertise and analytical mindset.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how your background aligns with the role. Mention your familiarity with financial products and regulations, and how you can contribute to the firm's goals.
Showcase Your Communication Skills: Since communication is key in this role, provide examples of how you've simplified complex financial concepts in previous positions. This could be through client interactions or in written reports.
Highlight Your Adaptability: Discuss your ability to manage multiple priorities in a fast-paced environment. Provide examples of situations where you've successfully juggled various tasks while maintaining high-quality work.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Analytical Skills
As a paraplanner, your ability to analyse complex financial data is crucial. Be prepared to discuss specific examples of how you've successfully interpreted data and turned it into actionable plans in your previous roles.
✨Demonstrate Technical Knowledge
Familiarity with financial products and planning software is key. Brush up on tools like CashCalc or Voyant, and be ready to explain how you've used them in your work to support advisers and clients.
✨Communicate Clearly
You’ll need to simplify complex concepts for clients and advisers alike. Practice explaining your past projects or strategies in a straightforward manner, highlighting your communication skills during the interview.
✨Prepare for Compliance Questions
Understanding regulatory requirements is essential for this role. Review FCA guidelines and be ready to discuss how you ensure compliance in your work, as this will demonstrate your attention to detail and commitment to best practices.
