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- Tasks: Support financial advisers by conducting research and preparing client reports.
- Company: Join a forward-thinking financial services firm committed to client success.
- Benefits: Enjoy competitive pay, professional development, and a supportive work environment.
- Other info: We value diversity and welcome applications from all backgrounds.
- Why this job: Make a real difference in clients' financial lives while growing your skills.
- Qualifications: Level 4 Diploma or equivalent, strong Excel and Word skills required.
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, we regret that we may not be able to respond to every applicant individually. If you have not heard from us within 10 working days, please assume that your application has been unsuccessful on this occasion. Your details will be handled in accordance with our privacy policy and in line with current data protection legislation. We may retain your information for future opportunities unless you request otherwise.
Paraplanner employer: Aimtech Recruitment Ltd
Contact Detail:
Aimtech Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. Practice common interview 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’s also a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Paraplanner
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, 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 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 without any hiccups!
How to prepare for a job interview at Aimtech Recruitment Ltd
✨Know Your Numbers
As a Paraplanner, you'll need to be comfortable with financial data. Brush up on your knowledge of cash flow modelling and tax planning assessments. Be ready to discuss how you've used these skills in past roles or projects.
✨Master the Art of Communication
Effective communication is key in this role. Prepare to demonstrate your ability to explain complex financial concepts clearly. Think of examples where you've successfully liaised with clients or advisers to gather information or resolve queries.
✨Attention to Detail is Crucial
With the importance of accuracy in suitability reports and compliance, highlight your attention to detail. Bring examples of how you've ensured precision in your work, whether through double-checking documents or adhering to regulatory standards.
✨Stay Updated on Industry Trends
The financial landscape is always changing, so show that you're proactive about staying informed. Research recent developments in financial products and regulations, and be prepared to discuss how these might impact your work as a Paraplanner.