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For Companies At a Glance
- Tasks: Prepare financial plans and reports while conducting research on products and strategies.
- Company: Join a well-established wealth management firm focused on tailored financial advice for high-net-worth individuals.
- Benefits: Enjoy a full benefits package, flexible working, and opportunities for career progression.
- Why this job: Be part of a collaborative team that values your input and offers ongoing training.
- Qualifications: Level 4 Qualification in Financial Planning and previous paraplanning experience required.
- Other info: Remote work options available, making it perfect for students balancing studies.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Paraplanner – Wealth Management
Bristol and remote
Salary to £45,000 dependent on your experience and qualifications, full benefits package and bonuses.
This well-established wealth management company that prides itself on delivering tailored financial advice to HNW individuals. Require a dedicated and detail-oriented Paraplanner to join the team. If you have a passion for financial planning and want an excellent employer to work for, we want to hear from you!
Key Responsibilities:
Prepare financial plans, reports, and recommendations for clients. Conduct research on financial products, investment strategies, tax issues, and pensions. Assist in the creation and maintenance of client records, ensuring accuracy and compliance. Liaise with clients and third parties, ensuring seamless communication and timely service. Help with regulatory and compliance matters, ensuring that all work is completed according to financial regulations. Stay up to date with market trends, financial products, and changes in regulations. Work as part of a collaborative office environment, making suggestions and recommendations.
Responsibilities
- Provide a comprehensive paraplanning support to Financial Planners who are delivering bespoke solutions to clients.
- Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
- Conduct client reviews, research solutions and write reports making recommendations.
- Deliver broad analysis of client tax positions and recommendations.
- Work with the paraplanning team, providing mentoring, development and appraisals
- Work as part of a collaborative office environment, making suggestions and recommendations.
Knowledge and experience
- Good general knowledge of financial products available in the wider market
- Previous experience in a paraplanning role
- Comfortable with investment and pension products and research tools.
- Level 4 Qualification – CII Regulated Diploma in Financial Planning or equivalent.
Benefits:
- Full benefits provided, Pension scheme, healthcare, flexible working, etc.
- Opportunities for career progression.
- Ongoing professional training and development support.
How to Apply:
Please send your CV and a cover letter to the application link.
Paraplanner employer: Advance Search & Selection Ltd
Contact Detail:
Advance Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience. Think about how you can showcase your analytical skills and attention to detail, which are crucial for this position.
✨Tip Number 4
Research StudySmarter's values and mission. Understanding our approach to wealth management will help you align your answers with what we value in a Paraplanner.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and wealth management. Emphasise your qualifications, particularly the Level 4 Qualification - CII Regulated Diploma in Financial Planning or equivalent.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and detail how your skills align with the responsibilities listed in the job description. Mention specific experiences that demonstrate your ability to prepare financial plans and conduct thorough research.
Showcase Your Knowledge: Demonstrate your understanding of financial products, investment strategies, and compliance matters in both your CV and cover letter. This will show the employer that you are well-versed in the industry and ready to contribute.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a paraplanner role.
How to prepare for a job interview at Advance Search & Selection Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and investment strategies relevant to the role. Brush up on your knowledge of pensions, tax issues, and current market trends to demonstrate your expertise during the interview.
✨Prepare for Scenario Questions
Expect to be asked about specific scenarios where you need to provide recommendations or solutions. Practise articulating your thought process clearly, as this will showcase your analytical skills and ability to think on your feet.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Be prepared to discuss how you ensure accuracy in your work, especially when preparing financial plans and reports. Providing examples from your previous experience can help illustrate this skill.
✨Emphasise Team Collaboration
Highlight your experience working in a collaborative environment. Discuss how you’ve contributed to team success in the past and how you plan to support Financial Planners in delivering bespoke solutions to clients.
