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For Companies At a Glance
- Tasks: Support client advice processes and produce detailed reports.
- Company: Join a boutique financial advisory firm focused on teamwork and exceptional service.
- Benefits: Enjoy 25 days holiday, private medical care, hybrid working, and personal mentoring.
- Why this job: Great opportunity for growth with potential to transition into advising roles.
- Qualifications: 3+ years in IFA, Level 4 Diploma or progress towards it required.
- Other info: Work in a collaborative environment with a focus on client relationships.
The predicted salary is between 35000 - 45000 £ per year.
Job Title:
Paraplanner
About Our Client:
Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships.
Their services include:
• Wealth Management
• Tax Planning
• Pension and Retirement Planning
• Estate Planning
Package Details:
The successful candidate will receive a Salary of £35,000-£45,000 Per Annum
Other benefits include:
• 25 days of base holiday.
• Private medical care after probation, with the option to add a partner at personal cost.
• 5% gross employer contribution to the pension.
• Health insurance providing 50% salary until retirement in case of serious illness.
• Four times life cover.
• Paid car parking.
• Discretionary bonus pool.
• Hybrid working option after probation (up to two days at home per week).
• Support for exams and personal mentoring.
• Bonus Structure
• Progression opportunities to move into advising long term if this is of interest and aligns with your goals.
Duties and Responsibilities:
Your duties will include but not be limited to:
• Support the advice process, including client liaison and communication.
• Produce standard and customised reports, including suitability reports, meeting notes, and review letters.
• Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers.
• Attend client meetings, take notes, and follow up with actionable items.
• Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner.
• Work to deadlines, coordinating with operations and advisory teams to manage peak periods.
• Uphold regulatory compliance throughout the advice process.
The Ideal Employee:
The ideal candidate should possess the following:
• Minimum of 3 years of experience, preferably in an IFA environment.
• Level 4 Diploma or active progress towards it.
• Strong knowledge of financial services products, particularly pensions and pension legislation.
• Proficiency in client communication across various formats (face-to-face, written, verbal).
• Familiarity with Curo/Time4Advice and Transact platform (preferred but not essential).
• Ability to work efficiently in a busy environment and collaborate with colleagues.
Experience required:
Minimum of 3 years of experience in a busy IFA practice
Qualifications required:
Level 4 Diploma or active progress towards it.
Paraplanner employer: Antony George Recruitment
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience in an IFA environment during any networking opportunities. Connect with professionals in the financial advisory sector on platforms like LinkedIn and engage in discussions about industry trends.
✨Tip Number 2
Familiarize yourself with the specific tools mentioned in the job description, such as Curo/Time4Advice and Transact. Even if you haven't used them before, showing a willingness to learn can set you apart from other candidates.
✨Tip Number 3
Attend industry events or webinars focused on wealth management and financial planning. This not only expands your knowledge but also helps you build connections that could lead to job referrals.
✨Tip Number 4
Prepare for potential interviews by practicing how to communicate complex financial information clearly and concisely. Role-playing with a friend can help you refine your communication skills, which are crucial for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required qualifications, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial services, particularly in an IFA environment. Mention specific examples of how you've supported the advice process and communicated with clients.
Showcase Your Skills: Demonstrate your proficiency in client communication and attention to detail. Provide examples of reports or analyses you've produced that align with the duties listed in the job description.
Tailor Your Cover Letter: Craft a personalized cover letter that reflects your understanding of the firm's values and how you can contribute to their team. Mention your commitment to regulatory compliance and your willingness to support your colleagues.
How to prepare for a job interview at Antony George Recruitment
✨Showcase Your Experience
Make sure to highlight your minimum of 3 years of experience in an IFA environment. Be prepared to discuss specific examples of how you've supported the advice process and communicated with clients.
✨Demonstrate Attention to Detail
Since maintaining high attention to detail is crucial for this role, prepare to discuss how you ensure complex information is communicated clearly. You might want to share examples of reports or analyses you've produced.
✨Familiarize Yourself with Financial Products
Brush up on your knowledge of financial services products, especially pensions and pension legislation. Being able to discuss these topics confidently will show that you're well-prepared for the role.
✨Prepare Questions About Teamwork
Given the firm's strong focus on teamwork, think of questions that demonstrate your interest in collaboration. Ask about how teams work together during client meetings or how they support each other during peak periods.
