At a Glance
- Tasks: Support financial planners by conducting research and preparing detailed reports for clients.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Highly competitive salary, flexible working options, and professional development opportunities.
- Other info: Opportunity for growth in a successful practice focused on client satisfaction.
- Why this job: Make a real impact in financial planning while collaborating with a dynamic team.
- Qualifications: Experience in paraplanning or technical report writing, with strong attention to detail.
The predicted salary is between 39600 - 48400 £ per year.
This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients. You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Key Responsibilities:
- Technical Support
- Conduct research across pensions, investments, protection, and estate planning solutions
- Prepare and write clear, compliant, and client-focused suitability reports
- Analyse existing client arrangements and identify opportunities to enhance current plans
- Assist with technical queries and financial planning strategies
- Case Ownership
- Assist in managing cases from beginning to end, alongside the Advisers and administration team
- Work closely with the administration team to ensure applications are processed accurately
- Monitor progress of business submitted and liaise with providers where necessary
- Ensure all client files and back-office systems are fully updated
- Financial Planning Support
- Prepare cashflow models using Voyant
- Provide analysis with use of Financial Express Analytics
- Assist with client meeting preparation and post-meeting actions
- Produce illustrations, product comparisons and supporting documentation
- Team Collaboration
- Work closely with Advisers, administration staff, and Practice Manager
- Help maintain a smooth workflow between advice, paraplanning and administration
- Contribute to improving processes and efficiencies within the practice
About You:
We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have:
- Experience working in a Paraplanning or Technical Report Writer role
- Strong suitability report writing skills
- Good knowledge of pensions, investments, protection, and estate planning
- St. James's Place experience preferable, but not essential as training can be provided
- Experience with Voyant is desired
- Excellent attention to detail and organisational skills
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
St. James's Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Paraplanner in Farnham employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Farnham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Paraplanner in Farnham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
