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For Companies At a Glance
- Tasks: Support Wealth Planners with financial strategies and client reports.
- Company: Join an award-winning Chartered Financial Planning firm in Marlow.
- Benefits: Enjoy hybrid working, professional growth, and a supportive team culture.
- Why this job: Engage with high-net-worth clients and develop your financial expertise.
- Qualifications: Experience in complex IHT, estate planning, and pension calculations required.
- Other info: Opportunity for self-improvement and contribution to team success.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.
Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.
Key Responsibilities:
- 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, ensure 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
The successful candidate will have experience of the following:
- Complex IHT and Estate Planning
- VCT, EIS and BR Products
- Pension/retirement planning
- Carry forward and lifetime allowance calculations
- Structured products
- Trusts
If you are interested in this position, please submit a copy of your CV to Sam at Artemis Recruitment.
Paraplanner employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as paraplanners or wealth planners. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that showcase your analytical skills and ability to manage complex financial scenarios. This will highlight your suitability for the role.
✨Tip Number 4
Demonstrate your soft skills during the interview, particularly your ability to communicate complex information clearly. This is crucial for engaging with clients and ensuring they understand their financial plans.
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 financial planning, particularly in areas like IHT and estate planning, pension planning, and structured products. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with complex cases and how you can contribute to the team’s success. Be sure to express your enthusiasm for the position.
Showcase Technical Skills: In your application, emphasise your analytical skills and ability to produce technical reports and suitability letters. Provide examples of how you've successfully managed complex cases or provided strong technical advice in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is clear, concise, and professional, reflecting the high ethical standards expected in the financial planning industry.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Research the Company
Before your interview, take some time to research the company thoroughly. Understand their values, mission, and the specific services they offer, especially in wealth planning. This will help you tailor your responses and show genuine interest.
✨Prepare for Technical Questions
Given the technical nature of the Paraplanner role, be ready to answer questions related to complex IHT and estate planning, pension calculations, and structured products. Brush up on these topics and prepare examples from your past experience.
✨Showcase Your Analytical Skills
During the interview, highlight your analytical approach to client recommendations. Be prepared to discuss how you have used data to support your advice in previous roles, as this is crucial for the position.
✨Demonstrate Client Engagement
Since the role involves engaging with high-net-worth clients, be ready to discuss how you handle challenging conversations and maintain long-term relationships. Share specific examples that showcase your communication skills and professionalism.
