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- Tasks: Support financial planners with research, client meetings, and producing detailed reports.
- Company: Join Amber River Premier, an award-winning Chartered Financial Planning firm in Marlow.
- Benefits: Enjoy hybrid working options, professional development, and a supportive team culture.
- Why this job: Make a positive impact while developing your skills in a dynamic, client-focused environment.
- Qualifications: Experience in a technical role and strong communication skills are essential; Diploma status preferred.
- Other info: We value diversity and employee wellbeing, fostering a positive workplace for all.
The predicted salary is between 36000 - 60000 £ per year.
Amber River Premier are an award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire. We have a desire to make a positive difference, helping people live the life they want, with the security of a life plan and a committed team working hard on their behalf – for this generation, and the next. We provide bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. We are currently looking to recruit a highly professional and experienced Paraplanner to join our team of experts.
The role requires working closely with Advisers, Clients and the wider support team to ensure clients receive first class advice and support. You will offer paraplanning support to 1 or potentially 2 Chartered Financial Planners, alongside a Private Client Administrator.
Role Accountabilities:- Conducting extensive research and providing Advisers with technical assessments and reports.
- Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
- Manage complex cases and find solutions to technical problems.
- Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
- Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
- Engage professionally with well-informed clients who may challenge advice, ensuring long term relationships are maintained.
- Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
- Help highlight operational areas of improvement and assist with any changes made.
- Take an analytical approach to making client recommendations and use good data skills to support these.
- Translate complex information into easy-to-understand client correspondence.
- Ensure all work meets all compliance, high ethical standards and reflects the company values.
- Contribute to the team’s work enjoyment, growth, and success.
To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working independently, solving problems and interacting with demanding clients. You will ideally hold Diploma status or be working towards, and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.
This is an excellent opportunity to join a company who values our employees and works hard to create a positive working environment. We can offer either office-based (Marlow, Buckinghamshire), or hybrid working (2 remote days/wk). The company office ethos combines a modern, flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. We offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment. We are a diverse group of independent, multi-skilled professionals, all committed to strengthening the lives of clients, colleagues and the communities we live and work in. That’s why enriching lives is our purpose and first priority.
Paraplanner employer: Amber River Premier
Contact Detail:
Amber River Premier Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and paraplanning. Being well-versed in current market changes, compliance, and legislative considerations will not only boost your confidence but also demonstrate your commitment to self-improvement, which is highly valued at Amber River Premier.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or financial advisers. Engaging in conversations with them can provide you with insights into the role and may even lead to referrals or recommendations when applying for the position.
✨Tip Number 3
Prepare to discuss your experience in managing complex cases and providing technical advice during the interview. Be ready to share specific examples of how you've successfully solved problems for clients, as this will showcase your analytical skills and ability to communicate complex strategies clearly.
✨Tip Number 4
Demonstrate your understanding of the importance of client relationships by preparing to discuss how you would engage with demanding clients. Highlight your ability to translate complex information into easy-to-understand correspondence, as this aligns with the company's values of providing first-class advice and support.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements of the Paraplanner position. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience in a technical role, particularly in financial planning. Provide specific examples of how you've communicated complex strategies to clients and advisers.
Showcase Your Skills: Demonstrate your analytical skills and ability to produce technical reports. Mention any experience with cashflow models, compliance, and client correspondence, as these are crucial for the role.
Personalise Your Application: Address your application to the hiring team at Amber River Premier. A personalised touch can make your application stand out. Express your enthusiasm for their mission of enriching lives and how you can contribute to their goals.
How to prepare for a job interview at Amber River Premier
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a strong understanding of investment, tax, trust, and pension products. Be prepared to discuss your previous experience in these areas and how you've applied your knowledge to solve complex client issues.
✨Prepare for Client Interactions
Since the role involves engaging with clients who may challenge advice, practice how you would handle difficult questions or scenarios. Show that you can communicate complex strategies clearly and maintain professionalism under pressure.
✨Highlight Your Research Skills
Conducting extensive research is a key part of the job. Be ready to explain your research process and provide examples of how your findings have supported advisers in making informed decisions for clients.
✨Emphasise Team Collaboration
This role requires working closely with advisers and support teams. Share examples of how you've successfully collaborated in the past, and express your enthusiasm for contributing to a positive team environment at Amber River Premier.
