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- Tasks: Support Financial Planners by creating financial reports and conducting research.
- Company: Join a dynamic firm in Chester focused on innovative financial solutions.
- Benefits: Enjoy hybrid working options and a competitive salary of £40k - £45k.
- Why this job: Be part of a supportive team, enhancing your skills while making a real impact.
- Qualifications: Must be fully Diploma qualified with strong communication and organisational skills.
- Other info: Opportunity for continuous professional development and networking within the industry.
The predicted salary is between 34000 - 48000 £ per year.
Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products. Our client offers hybrid working from their Chester office.
Key Responsibilities:
- Support the Financial Planners in research and analysis to meet client needs and objectives.
- Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
- Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
- Manage the presentation of technical data to the Financial Planners.
- Compile cashflow models when required as part of the advice process.
- Attend client meetings with Financial Planners as required, present cashflow to clients as required.
- Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
- Maintain up to date product and technical knowledge.
- Maintain all standards of performance as required by the firm.
- Develop and maintain internal relationships within all parts of the business.
- Promote the profile of the business within the profession and wider communities.
- Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
Minimum Requirements:
- 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.
- 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.
Paraplanner - Chester 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 - Chester
✨Tip Number 1
Familiarise yourself with the latest financial planning software and tools, especially those used for cashflow modelling. Being proficient in these tools will not only enhance your technical skills but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with current paraplanners or financial planners in your area, particularly those who work in Chester. Engaging in conversations about their experiences can provide valuable insights and may even lead to referrals or recommendations.
✨Tip Number 3
Attend relevant workshops or seminars focused on financial planning and paraplanning. This not only boosts your knowledge but also helps you meet professionals in the field, which could be beneficial when applying for the position.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported financial planners in the past. Highlighting your experience in creating reports and conducting research will show that you're ready to hit the ground running in this role.
We think you need these skills to ace Paraplanner - Chester
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 understanding of the Financial Planning process, cashflow modelling, and any qualifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support Financial Planners. Mention specific examples of how you've successfully conducted research or prepared financial reports in the past.
Highlight Interpersonal Skills: Since strong communication is key in this role, ensure you provide examples of your interpersonal skills in both your CV and cover letter. Discuss experiences where you provided excellent customer service or collaborated effectively with colleagues.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. Attention to detail is crucial for a Paraplanner.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a solid understanding of financial planning processes and cashflow modelling. Be prepared to discuss specific strategies or products you've worked with in the past, and how they benefited clients.
✨Highlight Your Interpersonal Skills
Strong communication is key in this role. During the interview, share examples of how you've effectively communicated complex financial information to clients or colleagues, ensuring they understood the recommendations made.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think about past experiences where you had to analyse client needs and develop tailored financial plans. Be ready to explain your thought process and the outcomes.
✨Demonstrate Your Organisational Skills
The ability to manage multiple tasks and meet deadlines is crucial. Discuss how you prioritise your workload and ensure accuracy in your reports. Providing examples of how you've successfully managed projects will impress your interviewers.
