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- Tasks: Help clients achieve their financial goals through detailed assessments and tailored recommendations.
- Company: A leading 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 diverse team where your contributions are valued and career progression is encouraged.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- 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.
Pension 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 Pension Paraplanner in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work as Pension Paraplanners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss tax planning and cash flow modelling confidently. We want you to shine when they ask about your experience with financial assessments!
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've ensured accuracy in client reports or compliance with regulations. This will demonstrate your fit for the role and impress potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Pension Paraplanner in Birkenhead
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Pension Paraplanner role. Highlight your relevant experience and skills that match the job description, like your knowledge of financial regulations and client communication.
Showcase Your Attention to Detail: Since accuracy is key in this role, emphasise your attention to detail in your application. Use examples from your past work where you’ve successfully managed complex data or produced precise reports.
Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon and ensure your language is straightforward, reflecting the clarity we value in client communications.
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 without any hiccups!
How to prepare for a job interview at Aimtech Recruitment Ltd
✨Know Your Stuff
Make sure you’re well-versed in the key responsibilities listed in the job description. Brush up on your knowledge of suitability assessments, cash flow modelling, and tax planning. Being able to discuss these topics confidently will show that you’re serious about the role.
✨Prepare Real-Life Examples
Think of specific instances where you've successfully liaised with clients or conducted technical research. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your skills and experience effectively.
✨Show Off Your Attention to Detail
Since accuracy is crucial in this role, be prepared to discuss how you ensure precision in your work. You might want to mention any tools or processes you use to double-check your reports and correspondence. This will highlight your commitment to quality.
✨Stay Updated
Familiarise yourself with recent developments in financial legislation and products. Being able to discuss current trends or changes in regulations during your interview will show that you’re proactive and engaged in your professional development.