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- Tasks: Support Financial Advisers by providing technical guidance and preparing financial plans.
- Company: Join a dynamic team in Birmingham focused on innovative financial strategies.
- Benefits: Competitive salary, opportunities for professional growth, and a collaborative work environment.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a supportive culture.
- Qualifications: Must be Diploma qualified with strong communication and organisational skills.
- Other info: Ideal for those passionate about finance and eager to learn in a fast-paced setting.
The predicted salary is between 24000 - 36000 £ per year.
Type of Position: Paraplanner – Birmingham
Pay: £30k – £45k
Paraplanner – Birmingham
Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products.
Key Responsibilities:
- To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
- Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Review asset allocation for any investment/pension holdings.
- Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
- Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
- Liaise with Product Providers / Third Parties regarding any technical queries.
- Accurately complete new business sheets to be handed over to the PA.
- Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
Essential Qualities:
- Fully Diploma qualified.
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role.
- Level 4 qualified or working towards.
- An understanding of cashflow modelling.
- Broad knowledge of the Financial Services Industry and high level of technical knowledge.
- In depth knowledge and experience with cashflow modelling.
- Ability to manage and complete projects.
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Paraplanner - Birmingham 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 - Birmingham
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend local finance-related events or join online forums to connect with others and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and investment strategies. This will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 3
Consider reaching out to current employees at the company you're applying to. A friendly chat can provide you with insider knowledge about the team culture and expectations, which can be invaluable during interviews.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced by Paraplanners. This will help you articulate your problem-solving skills and technical knowledge effectively.
We think you need these skills to ace Paraplanner - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your qualifications, particularly your Diploma and any experience in financial planning or cashflow modelling.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial planning process and your interpersonal skills. Mention specific examples of how you've supported financial advisers or worked on client objectives in the past.
Highlight Technical Skills: In your application, clearly outline your technical knowledge and experience with investment funds, financial products, and cashflow modelling. This will demonstrate your capability to support the Financial Advisers effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Attention to detail is crucial in this role, so ensure your application reflects that quality.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial products and strategies. Be prepared to discuss specific examples from your experience where you've successfully supported Financial Advisers or completed cashflow forecasts.
✨Highlight Your Interpersonal Skills
Strong communication is key in this role. During the interview, make sure to convey how you've effectively communicated with clients and team members in the past. Share instances where your customer service skills made a difference.
✨Prepare for Technical Questions
Expect questions that test your knowledge of the financial planning process and cashflow modelling. Brush up on relevant concepts and be ready to explain how you would approach various client scenarios.
✨Demonstrate Your Organisational Skills
The ability to manage multiple tasks and meet deadlines is crucial. Provide examples of how you've successfully organised your workload in previous roles, ensuring that you met all deadlines while maintaining accuracy and attention to detail.
