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For Companies At a Glance
- Tasks: Join a dynamic team to prepare financial advice and support client queries.
- Company: A leading Financial Planning practice in Berkhamsted, focused on exceptional client service.
- Benefits: Gain valuable experience in a collaborative environment with potential for career growth.
- Why this job: Be part of a finely tuned team, enhancing your skills while making a real impact.
- Qualifications: Level 4 diploma in Financial Planning; chartered status is a plus.
- Other info: Opportunity to work closely with experienced professionals and attend client meetings.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice in Berkhamsted who are looking for a Technical Paraplanner. They are looking for someone who has exceptional technical abilities, and the experience to demonstrate that they have the skills to fulfil this important role. The individual should be level 4 diploma qualified, and it would be great if they were working towards chartered (or already have it).
This is a rare opportunity to participate in a finely tuned team approach to client service. It will involve working closely with the Managing Directors, Chartered Financial Advisers, Wealth Advisers, and Investment specialists to deliver exemplary client service.
Responsibilities will include:
- Preparation of advice letters and recommendations e.g. investments and pensions
- Preparation of content for annual review meetings
- Preparation of pension, income drawdown and investment reviews
- Preparation of detailed cash flow models
- Undertaking research to support recommendations
- Provision of technical support to complex client queries
- Liaison with clients
- Occasional attendance at client meetings [90% take place in-house]
Essential skills & experience:
- Understanding of the Financial Planning process
- Excellent client facing skills
- Articulate and able to produce detailed and accurate work
- Exemplary report and letter writing skills
- Excellent inter-personal skills, both written and verbal
- Ability to multi-task and prioritise effectively
- IT Skills - fully competent in desktop applications (advanced in Microsoft Word, Excel and Outlook)
- Experience in working with a back-office system (X-Plan, Intelligent Office)
- Ability to work independently and as part of a team
- Able to take accurate client meeting notes
- Have experience of using cashflow forecasting software
Desirable skills:
- Have experience supporting a senior adviser/advice team
- High level of technical knowledge regarding Pensions and Investments
- Used to dealing with High-Net-Worth clients
- Experience in writing complex and detailed reports for cases
Qualifications:
- Essential: Diploma in Financial Planning
- Desirable: Certified Financial Planner
- Chartered Financial Planner
- Other technical qualifications
Technical Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as X-Plan and Intelligent Office. Being proficient in these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or advisers. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients during interviews. Highlighting your ability to handle complex queries and deliver tailored solutions will set you apart from other candidates.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning, particularly regarding pensions and investments. Showing that you are proactive about your professional development can impress potential employers.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your technical abilities and relevant experience in financial planning. Emphasise your qualifications, especially your Level 4 diploma and any progress towards chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial planning process and your client-facing skills. Mention specific experiences where you demonstrated exemplary report writing and technical support.
Showcase Technical Skills: In your application, detail your proficiency with desktop applications, particularly Microsoft Word, Excel, and Outlook. If you have experience with back-office systems like X-Plan or Intelligent Office, make sure to include that as well.
Highlight Client Interaction Experience: Discuss any previous roles where you liaised with clients or attended client meetings. This is crucial for demonstrating your interpersonal skills and ability to handle high-net-worth clients effectively.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
As a Technical Paraplanner, it's crucial to demonstrate your understanding of financial planning processes, especially regarding pensions and investments. Be prepared to discuss specific examples from your experience that highlight your technical abilities and how they can benefit the team.
✨Prepare for Client Interaction Scenarios
Since this role involves liaising with clients, think about how you would handle various client scenarios. Practice articulating your thoughts clearly and confidently, as excellent client-facing skills are essential. Consider discussing past experiences where you successfully managed client relationships.
✨Demonstrate Your Report Writing Skills
Given the importance of producing detailed and accurate reports, be ready to showcase your writing skills. You might be asked to provide examples of previous reports or letters you've written, so have a few samples handy that reflect your attention to detail and clarity.
✨Familiarise Yourself with Relevant Software
Make sure you're comfortable with the back-office systems mentioned in the job description, such as X-Plan or Intelligent Office. If you have experience with cashflow forecasting software, be prepared to discuss how you've used it in your previous roles to support your recommendations.
