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For Companies At a Glance
- Tasks: Help clients achieve their financial goals through detailed assessments and tailored advice.
- Company: Join a forward-thinking firm dedicated to client success and professional growth.
- Benefits: Enjoy competitive pay, flexible working options, and ongoing training opportunities.
- Other info: Be part of an inclusive team that values diversity and personal development.
- Why this job: Make a real difference in people's lives by guiding them through their financial journeys.
- Qualifications: Level 4 Diploma or equivalent, with strong communication and organisational skills.
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 (Pensions Management) 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 (Pensions Management) in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pensions sector. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss suitability assessments and cash flow models, as these are key in the paraplanning role.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you’ve maintained accuracy in past roles, especially when preparing reports or handling client communications.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Paraplanner (Pensions Management) 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 experience with client objectives, financial assessments, and any relevant qualifications like your Level 4 Diploma. We want to see how you fit into our team!
Showcase Your Skills: Don’t forget to emphasise your strong organisational skills and attention to detail. Mention your proficiency in Microsoft Office, especially Excel and Word, as these are crucial for the role. We love seeing candidates who can communicate effectively both in writing and verbally!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon unless it's relevant to the role. We appreciate clarity, especially when it comes to preparing suitability reports and client communications.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining the StudySmarter family!
How to prepare for a job interview at Aimtech Recruitment Ltd
✨Know Your Stuff
Make sure you’re well-versed in pensions management and the specific responsibilities listed in the job description. Brush up on your knowledge of financial regulations, especially the Financial Services and Markets Act 2000 and FCA rules. This will show that you’re not just interested in the role but also understand the industry.
✨Prepare for Technical Questions
Expect questions that dive deep into technical aspects like cash flow modelling and tax planning assessments. Practise explaining these concepts clearly and concisely, as you’ll need to demonstrate your ability to communicate complex information effectively to clients and advisers.
✨Showcase Your Attention to Detail
Since accuracy is crucial in this role, be ready to discuss how you ensure precision in your work. Bring examples of past experiences where your attention to detail made a difference, whether it was in preparing suitability reports or conducting comparative analyses.
✨Demonstrate Strong Communication Skills
You’ll need to liaise with advisers and clients regularly, so highlight your effective written and verbal communication skills. Prepare to discuss how you handle client queries and provide clear, accurate responses, as this will be key to supporting positive client outcomes.