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- Tasks: Support financial planners by analysing client situations and drafting clear, compliant advice letters.
- Company: Join a Chartered financial planning firm in London, specialising in Ethical investments.
- Benefits: Enjoy hybrid working with two days in the office post-probation and opportunities for professional growth.
- Why this job: Be part of a dynamic team focused on ethical finance, making a real impact on clients' lives.
- Qualifications: Experience as a paraplanner with a Level 4 Diploma; familiarity with HNW clients is a plus.
- Other info: Contribute to innovative processes and attend seminars to enhance your knowledge in financial services.
The predicted salary is between 36000 - 60000 £ per year.
Fram are currently working with a Chartered financial planning company based in London. Our client specialises in Ethical investments and are seeking an additional paraplanner to join their experienced team. Along with an administrator, you will support two financial planners in a more traditional paraplanning capacity, work closely with them to analyse a client’s situation and suggest next steps and financial planning opportunities. The role offers hybrid working, two days a week in the office once probation is past.
Responsibilities:
- Responsible for writing advice into an easy to understand and compliant suitability letter.
- Understand and assess a client situation, working with the adviser and colleagues to formulate advice.
- Researching solutions to meet the client needs.
- Produce financial planning and investment suitability letters across a range of areas including replacement business (pensions and investments), cashflow forecasting, retirement income planning, inheritance tax planning and alternative investments such as VCTs and EISs.
- Working with the administration team to ensure the advice is implemented correctly.
- Occasional attendance at client meetings, assisting the financial planner with cash flow presentations, when required.
- Help to maintain the client database, ensuring relevant information and research is saved accordingly.
- Assist and contribute to the development of the financial planning proposition, new processes and systems within the team.
- Contribute to the team by sharing best practice and suggesting ways to improve how we work.
- Act as a point of contact to answer technical queries.
- Attend technical seminars and events in order to maintain knowledge and communicate findings to the rest of the partnership.
- Demonstrate the right behaviours, aligned with the company’s core values.
An ideal candidate will be an experienced paraplanner, comfortable working with High Net Worth (HNW) clients. Have a broad understanding of financial products across a range of advice areas and awareness of developments and topics in financial services and the wider Paraplanning community. Hold at least a Diploma/Level 4 and be happy to work towards chartered in the future. Be proficient in using a range of software and technology, including but not limited to Xplan, MS Office, Voyant, and FE Analytics.
Contact Detail:
Fram Search 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 work with ethical investments. Attend relevant seminars and workshops to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial services, particularly around ethical investments. This knowledge will not only help you stand out but also demonstrate your commitment to the field.
✨Tip Number 3
Showcase your technical skills by being proficient in software commonly used in paraplanning, such as Xplan and Voyant. Consider taking online courses or certifications to enhance your expertise in these tools.
✨Tip Number 4
Prepare for interviews by practising how to explain complex financial concepts in simple terms. This skill is crucial for writing compliant suitability letters and communicating effectively with clients.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner, especially any work with High Net Worth clients. Emphasise your understanding of financial products and any specific software you are proficient in, such as Xplan or MS Office.
Craft a Compelling Cover Letter: In your cover letter, express your passion for ethical investments and how your skills align with the responsibilities outlined in the job description. Mention your commitment to professional development, such as working towards chartered status.
Showcase Your Research Skills: Demonstrate your ability to research solutions by including examples of how you've previously assessed client situations and formulated advice. This will show that you can handle the analytical aspects of the role effectively.
Highlight Team Collaboration: Since the role involves working closely with financial planners and an administration team, provide examples of past experiences where you successfully collaborated with others to achieve common goals. This will illustrate your teamwork skills.
How to prepare for a job interview at Fram Search
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, especially those relevant to ethical investments. Be prepared to discuss how these products can meet client needs and how they align with the company's values.
✨Demonstrate Your Analytical Skills
Since the role involves analysing client situations, be ready to showcase your analytical skills. You might be asked to walk through a hypothetical client case, so practice explaining your thought process clearly and logically.
✨Familiarise Yourself with Compliance Standards
Understanding compliance is crucial in this role. Brush up on the regulations surrounding suitability letters and financial advice to demonstrate your commitment to providing compliant and ethical advice during the interview.
✨Showcase Your Teamwork Abilities
As you'll be working closely with financial planners and administrators, highlight your teamwork experience. Share examples of how you've collaborated effectively in the past and contributed to team success.
