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- Tasks: Oversee paraplanning, produce financial reports, and mentor a trainee.
- Company: Join a well-established financial planning practice in Redhill.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Opportunity to gain mentorship and work towards Diploma qualification.
The predicted salary is between 36000 - 60000 £ per year.
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We are currently recruiting for a well-established Financial Planning practice based in Redhill who are looking to recruit an experienced Paraplanner to join their team.
This is an exciting opportunity for an enthusiastic, self-motivated and ambitious individual within an established sophisticated financial planning and investment management company.
Role Responsibilities
The main focus of this role is to oversee the paraplanning function whilst actively producing financial planning reports and research for advisers. Additionally, they are looking for someone to mentor a current team mentor whilst they work towards getting Diploma qualified.
Preparing and maintaining the client file
- Check all paperwork relevant to the client recommendation file is present
- Confirm client risk profile is determined
- Discuss client objectives with the Adviser.
- Identify and obtain the information necessary to compile financial cashflow forecast
Preparing recommendations
- Identify areas for planning
- Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients’ needs
- Prepare information/comparisons for analysis
- Consider the current and future allocation of assets for investment strategy with regard to the client risk profile
- Prepare draft recommendation reports to be discussed/signed off
Implementing recommendations
- Prepare suitability letters in accordance with the agreed recommendations
- Ensure all compliance paperwork is in order
Review
- Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
Management and project delivery
- Manage and train Trainee Paraplanner and report writing team
- Involvement in developing and refining the paraplanning process
- Assist with marketing and securing use of the paraplanning service to internal advisers
- Delivery of the service to advisers within defined turnaround agreements
Knowledge and experience
- Understanding of the financial planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Excellent interpersonal skills, both written and verbal
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Paraplanner - Redhill employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Redhill
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or around Redhill. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed paraplanning tasks in the past. Highlight your ability to produce detailed financial reports and your experience in mentoring others, as these are key aspects of the role.
✨Tip Number 4
Research the company’s values and mission statement. Tailor your conversations during interviews to reflect how your personal values align with theirs, showing that you’re not just a fit for the role, but for the company as a whole.
We think you need these skills to ace Paraplanner - Redhill
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and financial planning. Emphasise your ability to produce financial reports, manage client files, and mentor others, as these are key responsibilities for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences that demonstrate your skills in research, client communication, and compliance, which are crucial for this role.
Highlight Relevant Qualifications: If you have any qualifications related to financial planning or paraplanning, make sure to mention them. If you're working towards a Diploma, include this information to show your commitment to professional development.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential in the financial planning industry.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of the financial planning process. Be prepared to discuss specific strategies and tools you’ve used in previous roles, as this will demonstrate your expertise and confidence in the field.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific client situations or challenges. Think through potential scenarios related to paraplanning and have clear, structured responses ready to showcase your problem-solving skills.
✨Highlight Your Mentoring Experience
Since the role involves mentoring a Trainee Paraplanner, be ready to discuss any previous mentoring or training experiences. Share examples of how you've successfully guided others and contributed to their professional development.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Practice articulating complex financial concepts in a clear and concise manner. Be prepared to discuss how you manage client queries and ensure all parties are informed throughout the planning process.
