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- Tasks: As a Paraplanner, you'll process client information and prepare essential documents for Advisors.
- Company: Join a dynamic financial services firm in Southern England, dedicated to client success.
- Benefits: Enjoy a competitive salary, supportive team culture, and opportunities for professional growth.
- Why this job: This role offers hands-on experience in finance, collaboration with experts, and a chance to make an impact.
- Qualifications: Strong organisational skills, customer service experience, and knowledge of financial products are essential.
- Other info: Permanent position with applications open until 17th July 2025; EU work permit required.
The predicted salary is between 24000 - 40000 £ per year.
The main role of the Paraplanner is to ensure the business generated by our Advisors is processed correctly and in a timely manner.
Responsibilities include:
- Collating client information and maintaining excellent compliance standards.
- Preparing high-quality, compliant suitability letters and supporting documents.
- Preparing illustrations and reports for client meetings.
- Producing critical yield calculations.
- Using Salesforce to update and manage client information.
- Managing cases to completion using internal processing systems.
- Ensuring all business is processed in compliance with regulations.
- Supporting team members and managers, especially during absences.
- Collaborating closely with Advisors and the Paraplanning team to meet deadlines.
- Communicating effectively to maintain high client service standards.
Requirements:
- Strong organizational and administrative skills with attention to detail.
- Excellent customer service and communication skills.
- Ability to manage time effectively and prioritize tasks.
- Proactive approach and responsibility for workload.
- Knowledge of company systems (Outlook, Microsoft Office, Salesforce, iBusiness).
- Technical knowledge of pensions and investments.
- Understanding of adviser client base and financial products (ISAs, investments, bonds, trusts, gifts, retirement accounts).
- Experience in a similar administrative role.
Additional Information: EU work permit required. This is a permanent position based in Southern England. The posting is active, and applications are being accepted until 17th July 2025.
Paraplanner employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for managing client information in this role. Consider taking an online course or tutorial to boost your confidence and demonstrate your initiative.
✨Tip Number 2
Brush up on your knowledge of financial products like ISAs, investments, and pensions. Being able to discuss these confidently during interviews will show your understanding of the industry and the role.
✨Tip Number 3
Practice your communication skills, especially in a client-facing context. Role-playing scenarios with a friend can help you articulate how you would handle client interactions effectively.
✨Tip Number 4
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles, particularly those involving financial products and compliance. Emphasise your organisational skills and any experience with Salesforce or similar systems.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Paraplanner position and how your skills align with the responsibilities outlined in the job description. Mention your proactive approach and ability to manage time effectively.
Showcase Relevant Skills: When detailing your experience, focus on your strong communication skills and customer service background. Provide examples of how you've maintained compliance standards and supported team members in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Nelson Scott
✨Showcase Your Organisational Skills
As a Paraplanner, strong organisational skills are crucial. Be prepared to discuss specific examples of how you've managed multiple tasks or projects simultaneously, ensuring compliance and attention to detail.
✨Demonstrate Your Technical Knowledge
Familiarity with financial products and systems is key for this role. Brush up on your knowledge of pensions, ISAs, and Salesforce, and be ready to answer questions that test your understanding of these areas.
✨Highlight Your Communication Skills
Effective communication is essential in this position. Prepare to share instances where you successfully collaborated with team members or communicated complex information to clients, showcasing your customer service abilities.
✨Prepare for Compliance Questions
Given the importance of compliance in the role, expect questions related to regulations and standards. Familiarise yourself with relevant compliance practices and be ready to discuss how you've ensured adherence in past roles.
