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- Tasks: Join a dynamic team as a Paraplanner, assisting with client meetings and financial advice.
- Company: Blakemore Recruitment partners with a respected wealth management firm focused on client success.
- Benefits: Receive training, career growth opportunities, and work in a supportive environment.
- Why this job: Perfect for those seeking a challenging role with potential to advance to Senior Paraplanner or Financial Planner.
- Qualifications: Must have 2 years' experience in Paraplanning and a solid understanding of financial services.
- Other info: Opportunity for long-term commitment and professional development within the company.
The predicted salary is between 28800 - 48000 £ per year.
Blakemore Recruitment are proudly assisting a well-respected and long-established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.
You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry. This role is the perfect opportunity for an experienced Paraplanner. This is a challenging role where the company will provide the successful candidate with the required training to further their career. Our client is seeking a long-term commitment from an individual who will hopefully grow and develop in the role over a number of years. There will be ample opportunity to become a Senior Paraplanner or a Financial Planner within the company, depending on the career path they wish to pursue in the fullness of time.
Do you have the following experience?
- It is essential to have at least 2 years’ experience in a Paraplanning role.
- Solid generalist experience within the Financial Services sector.
- Good understanding of compliance issues and maintenance of client files and confidentiality.
- A good working knowledge of appropriate systems e.g. iO (database), Microsoft Office suite, Cashflow modelling tools, etc.
- Numerate and familiar with operating and creating spreadsheets.
- Comfortable in crafting detailed letters and comprehensive bespoke reports.
Key elements of the role:
- To attend client meetings with the Financial Planner to take detailed notes of the meeting;
- Transpose the meeting notes into the Factfind and Investment Risk Discussion document for submission;
- To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or documenting the advice to be provided to the Paraplanner;
- Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
- Respond to client emails by analysing and researching the technical questions and creating the appropriate response for the client or FP Director.
- Assist team PA with technical matters and liaising with clients in the absence of the FP Director.
Do you believe this could be the right fit for you? Please apply or get in touch.
Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with current Paraplanners and Financial Planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific tools and software mentioned in the job description, such as iO and cashflow modelling tools. Consider taking online courses or tutorials to enhance your skills, which will make you a more attractive candidate.
✨Tip Number 3
Prepare for potential interviews by practising how to articulate your experience in compliance and client file management. Be ready to discuss specific examples of how you've maintained confidentiality and handled sensitive information in previous roles.
✨Tip Number 4
Research the company’s values and culture. Understanding their approach to client service and team dynamics can help you tailor your conversations during interviews, showing that you’re not just a fit for the role but also for the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially the 2 years of experience required. Emphasise your skills in financial services, compliance, and client file management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your commitment to long-term growth within the company. Mention specific experiences that align with the job description, such as attending client meetings or crafting detailed reports.
Showcase Technical Skills: In your application, highlight your proficiency with relevant systems like iO, Microsoft Office, and cashflow modelling tools. Provide examples of how you've used these tools effectively in your previous roles.
Demonstrate Communication Skills: Since the role involves responding to client emails and creating bespoke reports, include examples in your application that demonstrate your strong written communication skills and ability to analyse technical questions.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in a Paraplanning role. Be prepared to discuss specific examples of your work in financial planning, compliance issues, and client file management.
✨Demonstrate Technical Proficiency
Familiarise yourself with the systems mentioned in the job description, such as iO and Cashflow modelling tools. During the interview, mention your experience with these tools and how you've used them to enhance your work.
✨Prepare for Client Interaction Scenarios
Since the role involves attending client meetings, think about how you would handle various client scenarios. Be ready to discuss how you would take notes, formulate advice, and respond to client queries effectively.
✨Express Long-Term Commitment
The company is looking for someone who will grow with them over the years. Convey your interest in developing your career within the firm, whether that means becoming a Senior Paraplanner or a Financial Planner.
