At a Glance
- Tasks: Analyse client needs and develop tailored financial planning solutions.
- Company: AAB Wealth, a friendly and inclusive financial planning firm.
- Benefits: Competitive salary and opportunities for professional development.
- Other info: Join a close-knit team that values collaboration and innovation.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in financial planning and strong technical knowledge required.
The predicted salary is between 36000 - 60000 £ per year.
AAB Wealth are a financial planning and wealth management business, and we seek to illuminate each client’s financial world. We aim to build clarity and confidence in their mind and optimise every experience they have with us. We listen carefully and understand what’s most important to our clients and where money fits into their world. We then create a financial plan designed to turn their dreams and aspirations into reality. Everything we do is designed to give our clients clarity, confidence, and control. At the heart of our business is our people – a wonderful collection of different people who come to work every day to make a difference to our clients’ lives. We work together, supporting each other, living and breathing our values in everything we do. We are a friendly, close-knit bunch of people and we believe our business is unlike others - we take pride in everything we do; we celebrate success and have fun along the way.
The Paraplanner is responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Relationship Support. You’ll also need to understand and add value when it comes to our client’s needs - looking at continuous improvement and innovation.
Key Responsibilities- Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
- Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports
- Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process
- Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- Relationship building - liaison with clients by telephone, letter, email and attending meetings
- Coordination - working with administrative team to ensure application and provider forms are prepared as required and clients are updated throughout the process
- Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan
- Business thinking – understanding our business strategy and goals
- Building relationships – working together to create a collegiate culture
- Communicating – Understanding, creating, and sharing information with individuals and groups
- Decision making – using initiative and reasoning to choose a course of action
- Developing yourself and others – commitment to ongoing self-development
- Innovating and change – thinking creatively, generating new business ideas and approaches
You will be expected to have worked in a similar role previously and offer strong experience working with high net worth UK resident private clients and delivering financial planning and investment management services. You must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and possess a strong awareness of the regulatory framework and its application to an independent advisory firm is also essential. You should be qualified or working towards Chartered and be able to demonstrate practical application of technical knowledge and a history of continuous professional development. Experience in trusts and investment bonds would be preferred but not essential.
AAB Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Paraplanner in Crawley employer: AAB
AAB Wealth is an exceptional employer that prioritises the growth and well-being of its employees while fostering a collaborative and supportive work culture. Located in London - Gatwick, we offer competitive salaries, continuous professional development opportunities, and a commitment to diversity and inclusion, ensuring that every team member feels valued and empowered to make a meaningful impact in clients' lives. Join us to be part of a close-knit team that celebrates success and innovation in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Crawley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at AAB Wealth. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by understanding AAB's values and how they align with your own. Think about examples from your past experience that showcase your skills in analysis, relationship building, and innovative thinking.
✨Tip Number 3
Don’t just wait for job openings; be proactive! Visit our website regularly and apply directly through it. This shows your enthusiasm and commitment to joining our close-knit team.
✨Tip Number 4
Follow up after your interview with a thank-you note. It’s a simple gesture that can leave a lasting impression and shows you’re genuinely interested in the role and the company.
We think you need these skills to ace Paraplanner in Crawley
Some tips for your application 🫡
Show Your Understanding of Financial Planning:When you write your application, make sure to highlight your understanding of the financial planning process. We want to see how you can turn clients' dreams into reality, so share any relevant experiences that showcase your skills in this area.
Be Personable and Relatable:Remember, we’re a friendly bunch! Use a conversational tone in your application to reflect our close-knit culture. Show us your personality and how you can build relationships with clients and colleagues alike.
Highlight Your Technical Knowledge:Make sure to include your technical expertise in personal finance and investment management. We’re looking for someone who knows their stuff, so don’t shy away from mentioning any qualifications or experiences that demonstrate your knowledge.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at AAB
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning, investment management, and the regulatory framework. AAB Wealth is looking for someone who can demonstrate a solid understanding of these areas, so be prepared to discuss specific examples from your past experience.
✨Showcase Your Analytical Skills
As a Paraplanner, you'll need to analyse client requirements and develop cash flow models. Be ready to talk about how you've approached similar tasks in previous roles. Bring along any relevant reports or models you've created to showcase your analytical prowess.
✨Build Rapport with the Interviewers
AAB Wealth values relationship building, so make an effort to connect with your interviewers. Ask them about their experiences at the company and share your own insights. This will show that you're not just interested in the role, but also in being part of their close-knit team.
✨Prepare Questions About Continuous Improvement
Since the role involves looking at continuous improvement and innovation, come prepared with questions about how AAB Wealth approaches these areas. This shows your interest in contributing to their goals and your commitment to ongoing self-development.
