At a Glance
- 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, ethical environment.
- Qualifications: Experience in a technical role with strong knowledge of investment, tax, and pension products required.
- Other info: Opportunity for qualification sponsorship and a focus on employee wellbeing.
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 specific financial products and services that Amber River Premier offers. Understanding their approach to wealth planning and the types of clients they serve will help you tailor your conversations and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Amber River Premier on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss your experience with complex financial strategies and how you've successfully communicated these to clients in the past. Highlighting your problem-solving skills and ability to simplify complex information will resonate well with the hiring team.
✨Tip Number 4
Stay updated on the latest trends and changes in financial regulations and compliance. Showing that you are proactive about your professional development will demonstrate your commitment to maintaining high ethical standards, which is crucial for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and showcases your technical knowledge of Investment, Tax, Trust, and Pension products. Use specific examples that demonstrate your ability to communicate complex strategies clearly.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your desire to make a positive difference in clients' lives. Mention your understanding of the role and how your skills align with the company's values and mission.
Showcase Your Analytical Skills: In your application, emphasise your analytical approach to client recommendations. Provide examples of how you've successfully managed complex cases and solved technical problems in previous roles.
Highlight Continuous Learning: Mention any ongoing professional development or qualifications you are pursuing, such as working towards Diploma status. This shows your commitment to self-improvement and staying updated with market changes and compliance.
How to prepare for a job interview at Amber River Premier
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate a solid understanding of investment, tax, trust, and pension products. Brush up on these areas before your interview, and be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Research Skills
The role involves conducting extensive research and producing technical assessments. Prepare examples of how you've successfully conducted research in the past and how it benefited your clients or advisers.
✨Prepare for Client Interactions
You'll be engaging with well-informed clients who may challenge advice. Think about how you would handle difficult questions or scenarios, and be ready to showcase your communication skills and ability to simplify complex information.
✨Emphasise Team Collaboration
This position requires working closely with advisers and support teams. Be prepared to discuss your experience in collaborative environments and how you contribute to team success and enjoyment.