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- Tasks: Collaborate with advisers to assess client needs and develop tailored financial solutions.
- Company: Dynamic financial services firm committed to client success and professional growth.
- Benefits: Competitive salary, flexible working hours, and opportunities for continuous learning.
- Other info: Join a supportive team that values diversity and offers great career progression.
- Why this job: Make a real difference in clients' financial lives while building your career.
- Qualifications: Level 4 Diploma or equivalent, strong Excel and Word skills, and excellent communication.
The predicted salary is between 30000 - 40000 £ per year.
Key Responsibilities
- Liaise with advisers to understand client objectives and gather any additional information required to complete suitability assessments.
- Review fact-find data to develop a clear picture of each client's overall financial position.
- Investigate client queries thoroughly and provide clear, accurate responses.
- Carry out comparative analysis to support well-informed client recommendations.
- Conduct technical research as part of reviewing existing financial arrangements.
- Perform tax planning assessments where appropriate.
- Create and interpret cash flow models to support financial planning advice.
- Prepare client suitability reports and correspondence within agreed timeframes, ensuring accuracy and clarity.
- Produce annual review reports and client communications in line with agreed service levels.
- Ensure all client-related work meets regulatory standards and is supported by appropriate documentation.
- Adhere at all times to the requirements of the Financial Services and Markets Act 2000 and relevant Financial Conduct Authority (FCA) rules and principles.
- Support positive client outcomes by following internal compliance policies and procedures, including those relating to financial crime prevention (e.g. anti-money laundering, data protection, fraud, and anti-bribery).
- Stay informed of relevant developments in products, legislation, and technical guidance.
- Maintain the required level of professional competence for the role.
- Complete and accurately record ongoing continuing professional development (CPD).
Skills and Experience
- Holds a Level 4 Diploma (or equivalent qualification).
- Strong working knowledge of Microsoft Office applications, particularly Excel and Word.
- Effective written and verbal communication skills.
- Strong organisational and time management abilities.
- Professional and confident telephone manner.
- High level of accuracy and attention to detail.
- Good planning and coordination skills.
We are an equal opportunities employer and welcome applications from all suitably qualified individuals regardless of race, sex, disability, religion or belief, sexual orientation, or age.
Due to the high volume of applications we receive, please assume that your application has been unsuccessful on this occasion.
Paraplanner in Birkenhead employer: Aimtech Recruitment Ltd
Contact Detail:
Aimtech Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. Practice answering common questions related to financial planning and be ready to showcase your attention to detail and organisational abilities.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that suit your skills, and tailor your approach to each company’s culture and mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It also keeps you fresh in the interviewer's mind as they make their decision.
We think you need these skills to ace Paraplanner in Birkenhead
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that match the job description, especially your knowledge of financial planning and client communication.
Showcase Your Attention to Detail: Since accuracy is key in this role, demonstrate your attention to detail in your application. Double-check for any typos or errors, and consider including examples of how you've maintained high standards in your previous work.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. Use straightforward language to explain why you're a great fit for the role, and make sure to address how you can support positive client outcomes.
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 Aimtech Recruitment Ltd
✨Know Your Stuff
Make sure you understand the key responsibilities of a Paraplanner. Brush up on your knowledge of financial products, tax planning, and regulatory standards. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Skills
Prepare examples that highlight your organisational skills and attention to detail. Think of situations where you've successfully managed client communications or conducted thorough research. This will help demonstrate your fit for the role.
✨Practice Makes Perfect
Rehearse common interview questions related to financial planning and client management. Practising your responses will help you articulate your thoughts clearly and effectively during the interview.
✨Ask Smart Questions
Prepare insightful questions to ask at the end of the interview. This could be about the company's approach to compliance or how they support ongoing professional development. It shows you're engaged and genuinely interested in the position.