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- Tasks: Support Financial Planners by creating financial reports and conducting research.
- Company: Join a dynamic firm in Colchester focused on innovative financial solutions.
- Benefits: Enjoy hybrid working options and a supportive team environment.
- Why this job: Gain hands-on experience in financial planning while developing valuable skills.
- Qualifications: Must be fully Diploma qualified with strong communication and organisational skills.
- Other info: Opportunity for continuous professional development and networking within the industry.
The predicted salary is between 30000 - 42000 £ per year.
Our client is looking for a talented Paraplanner to join their team. As a paraplanner, you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products. Our client offers hybrid working from their Colchester office.
Key Responsibilities:
- Support the Financial Planners in research and analysis to meet client needs and objectives.
- Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
- Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
- Manage the presentation of technical data to the Financial Planners.
- Compile cashflow models when required as part of the advice process.
- Attend client meetings with Financial Planners as required, present cashflow to clients as required.
- Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
- Maintain up to date product and technical knowledge.
- Maintain all standards of performance as required by the firm.
- Develop and maintain internal relationships within all parts of the business.
- Promote the profile of the business within the profession and wider communities.
- Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
Qualifications and Skills:
- Fully Diploma qualified.
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role.
- An understanding of cashflow modelling.
- Broad knowledge of the Financial Services Industry and high level of technical knowledge.
- In depth knowledge and experience with cashflow modelling.
- Ability to manage and complete projects.
Paraplanner - Colchester employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Colchester
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and strategies. Keeping up-to-date with industry trends will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Practice your presentation skills, particularly in relation to cashflow modelling. Being able to clearly explain complex financial data to clients and Financial Planners will set you apart from other candidates.
✨Tip Number 4
Showcase your customer service skills by preparing examples of how you've provided excellent support in previous roles. Highlighting your ability to create a positive experience for clients can make a significant impact during the interview process.
We think you need these skills to ace Paraplanner - Colchester
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner. Familiarise yourself with financial planning processes and the specific skills required, such as cashflow modelling and report preparation.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your qualifications, particularly if you hold a Diploma in Financial Planning, and showcase your interpersonal and customer service skills.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your enthusiasm for the role. Mention how your skills can contribute to the firm's objectives and your understanding of the financial services industry.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is accurate and clearly presented. Attention to detail is crucial in this role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process. Brush up on key concepts, strategies, and products that are relevant to the role of a paraplanner. This will help you answer technical questions confidently.
✨Showcase Your Research Skills
Be prepared to discuss how you conduct research and analysis to support financial planners. Share examples of how you've previously compiled reports or conducted market research, as this is a crucial part of the job.
✨Demonstrate Strong Communication Skills
Since you'll be interacting with both financial planners and clients, it's essential to showcase your interpersonal skills. Practice explaining complex financial concepts in simple terms, as this will highlight your ability to communicate effectively.
✨Prepare for Technical Questions
Expect questions related to cashflow modelling and financial products. Familiarise yourself with common tools and software used in the industry, and be ready to discuss your experience with them during the interview.
