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For Companies At a Glance
- Tasks: Support Financial Advisers by producing client reports and conducting research.
- Company: Join a dynamic Financial Planning company in St. Albans.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a team that values initiative and offers impactful financial solutions.
- Qualifications: Must have A Levels, GCSE English and Maths, and be Level 4 Diploma qualified or pursuing it.
- Other info: Ideal for those with five years office experience, including two in a similar role.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a Financial Planning practice based in St Albans who are looking to recruit a Paraplanner.
Location: St Albans(Office based, post probation – 1 wfh day per week)
Hours: Full-time (Mon-Fri) 9am – 5:30pm
Overview
The paraplanning team consists of paraplanners, administration staff and trainee advisers. Some of the team are split into pods (smaller sub-teams) and others have a centrallised approach to work items. Administrators within the team fall into the centrallised position, to assist with work which falls across all pods. Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Main Paraplanning & Administration Responsibilities:
• Liaising d
irectly with dedicated advisers and having daily update meetings for all cases
• Providing technical support to others within the team and assisting advisers with technical queries and calculations
• Compiling research for new business cases
• Drafting suitability reports ready for adviser sign-off
• Processing client requests, such as withdrawals and contributions
• Building cashflow analysis in preparation for client meetings
• Liaising with clients by phone, email and post on all queries
• Attending client meetings as and when necessary
——–
• Generating cover letters, one pagers and other client facing documents
• Printing and pre-populating any supporting documents required for review meetings
• Answering the phone and dealing with queries as and when they arise
• Ensure all paperwork is scanned to file appropriately, categorised and subcategorised
• Using workflows to track new business cases on iO
• Updating iO with new fact find information
• Processing LoAs / chasing policy information with providers
• Sending out monthly valuations to clients
• Ensuring compliance documents are in date and on iO
Skill Set
• Proven paraplanning experience
• Level 4 Diploma qualified or close to achieving this (R01–R06)
• Strong technical knowledge of financial products and services
• Effective leadership and mentoring abilities
• Excellent communication and interpersonal skills
• High attention to detail and ability to manage workloads effectively
• Honest, reliable, trustworthy and must act with discretion and integrity
Paraplanner - St Albans employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - St Albans
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. Attend local finance-related events or join online forums to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the tools mentioned in the job description, such as True Potential, FE Analytics, and Cash Calc. Consider taking online tutorials or courses to enhance your skills in these platforms, as this will make you a more attractive candidate.
✨Tip Number 3
Prepare for potential interviews by practising common Paraplanner interview questions. Focus on demonstrating your technical knowledge and ability to support Financial Advisers effectively, as well as your organisational skills and attention to detail.
✨Tip Number 4
Showcase your report writing skills by creating sample reports based on hypothetical scenarios. This will not only help you practice but also provide tangible examples to discuss during interviews, highlighting your ability to produce compliant and accurate documentation.
We think you need these skills to ace Paraplanner - St Albans
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and qualifications required for the Paraplanner position. Tailor your application to highlight your relevant experience and skills.
Highlight Relevant Experience: In your CV and cover letter, emphasise your Paraplanning experience and any qualifications you have, such as the Level 4 Diploma. Provide specific examples of your previous work that demonstrate your ability to produce client reports and conduct research.
Showcase Technical Skills: Mention your proficiency in tools like Word, Excel, True Potential, FE Analytics, and Cash Calc. If you have experience with report writing or processing investment and pension cases, be sure to include that in your application.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also conveys your enthusiasm for the role. Discuss why you want to work for this financial planning company and how you can contribute to their team.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous paraplanning roles in detail. Highlight specific projects or tasks you've completed that demonstrate your technical skills and understanding of financial planning.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in this role, be ready to explain how you ensure that reports and research are compliant. Familiarise yourself with relevant regulations and be prepared to discuss how you apply them in your work.
✨Highlight Your Technical Skills
Make sure to mention your proficiency in tools like True Potential, FE Analytics, and Cash Calc. If you have experience with Word and Excel, provide examples of how you've used these tools to enhance your productivity.
✨Prepare for Teamwork Questions
As a paraplanner, you'll need to work closely with financial advisers. Be ready to share examples of how you've successfully collaborated with others in the past, showcasing your communication skills and ability to multi-task.
