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- Tasks: Join a dynamic team as a Paraplanner, supporting Financial Advisers with client financial strategies.
- Company: Be part of a growing Financial Planning practice in the heart of Hove.
- Benefits: Enjoy a competitive salary and additional company perks in a forward-thinking environment.
- Why this job: This role offers hands-on experience in finance, perfect for those eager to learn and grow.
- Qualifications: At least 2 years of Paraplanning experience and strong knowledge of financial products required.
- Other info: Knowledge of Intelligent Office is a plus; great attention to detail is essential.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a Financial Planning practice in Hove who are looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove. The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.
With a competitive starting salary depending on experience, plus other company benefits, we are looking for a committed, forward thinking and independent candidate to join our team. Knowledge of Intelligent Office would be a distinct advantage.
Paraplanning is a technical function that supports and informs the work of Financial Advisers in all areas of finance, including pensions, mortgages, general insurance, tax and investment management. A Paraplanner’s key role is to process the personal information provided by clients during a meeting with their Financial Adviser, before researching the best solutions that meet each client’s financial needs. Paraplanners do not give financial advice, but they do produce letters, reports and supporting evidence for consideration by the client. They can also undertake highly technical analytical work, including cash-flow forecasting and investment analysis. They then process the paperwork with the product providers and follow up with reviews. They have to keep the Financial Adviser and the client up to date with communications from financial product providers.
The Paraplanner role may be broken down into four key parts:
- Preparing and maintaining the client file.
- Preparing recommendations.
- Implementing recommendations.
- Review.
Responsibilities:
- Assist the Financial Adviser/Planner in establishing new client relationships.
- Assess clients’ financial circumstances.
- Prepare financial statements to support the development of clients’ financial strategies.
- Research and analyse products and services that are appropriate to each client’s financial circumstances.
- Propose and draft financial solutions that meet clients’ goals, needs and objectives.
- Assist with the accurate completion of application and proposal forms.
- Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
- Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill set and competence as the company may require.
At least 2 years Paraplanning experience.
Good knowledge of pensions, investments, and protection products.
Strong report writing skills.
Hard-working and have great attention to detail.
Desired Skills & Experience:
Experience using Financial Planning software tools.
Paraplanner - Hove employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hove
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with Intelligent Office and other financial planning software tools. Consider taking online courses or tutorials to enhance your skills, as this knowledge will set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in detail during interviews. Be ready to share specific examples of how you've supported Financial Advisers and contributed to client relationships in your past roles.
✨Tip Number 4
Showcase your attention to detail and report writing skills by preparing a sample report or analysis based on hypothetical client scenarios. This will demonstrate your capability and understanding of the Paraplanner role.
We think you need these skills to ace Paraplanner - Hove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially your knowledge of pensions, investments, and protection products. Use specific examples to demonstrate your skills in report writing and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and commitment to the role. Mention your experience with Financial Planning software tools and how you can contribute to the team’s success in Hove.
Highlight Relevant Experience: In your application, emphasise your previous Paraplanning roles and any specific achievements. Discuss how your experience aligns with the responsibilities outlined in the job description, such as preparing financial statements and maintaining client files.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Make sure to highlight your previous experience as a Paraplanner, especially any specific projects or tasks that align with the responsibilities mentioned in the job description. Discuss how your skills in preparing financial statements and conducting research can benefit the team.
✨Demonstrate Technical Knowledge
Since the role involves technical functions like cash-flow forecasting and investment analysis, be prepared to discuss your knowledge in these areas. If you have experience with Intelligent Office or similar financial planning software, mention it and explain how it has helped you in your previous roles.
✨Emphasise Attention to Detail
Given the importance of accuracy in this role, share examples of how your attention to detail has positively impacted your work. You might want to talk about a time when your thoroughness prevented a potential issue or improved a client’s financial strategy.
✨Prepare Questions for the Interviewers
Interviews are a two-way street, so prepare thoughtful questions about the company culture, team dynamics, and expectations for the Paraplanner role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
