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- Tasks: Join a dynamic team to prepare financial advice and support clients with tailored solutions.
- Company: A growing financial services firm in Colchester, dedicated to client satisfaction and professional development.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for personal growth.
- Why this job: Be part of a supportive team that values your input and fosters a culture of continuous improvement.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent, plus previous paraplanning experience required.
- Other info: Stay updated on industry changes and contribute to enhancing compliance and client outcomes.
The predicted salary is between 30000 - 42000 £ per year.
Type of Position: Paraplanner – Colchester
Pay: £35k – £42k
Reference: Colchester1
Paraplanner – Colchester
Our client is looking for an experience Paraplanner to join their expanding team based in Colchester. You will be working alongside a supportive, experienced group of paraplanners who take pride in providing a great service to their clients. This will be a hybrid working role in Essex, with a competitive salary on offer.
Responsibilities:
– Preparation of suitability letters covering investments, pensions, inheritance tax and protection – delivering accurate, well-drafted and compliant advice
– Undertaking research to reach conclusions and recommendations for clients
– Assisting and supporting the head of department and directors as and when required
– Working within and contributing to the paraplanning team and their processes, helping to further develop these
– Embed change, review, and feedback
– Preparing cash flow planning forecasts
– Involvement in the company’s research processes as required
– Providing technical resource and research to the adviser and management team
– Working with the sales support and adviser to achieve good client outcomes
– Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
– Keep up to date with legislative and industry changes that will affect the business and its clients
Experience:
– Level 4 Diploma in Financial Planning / Regulated Financial Planning or equivalent, or near completion of
– Previous paraplanning experience
– Good knowledge of investment products, taxation and pensions
– Strong analytical, research and report writing skills
– Initiative and problem solving
– Excellent attention to detail
– Able to prioritise and plan own workload
– Excellent communication and interpersonal skills, both written and verbal.
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Paraplanner - Colchester 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 - Colchester
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend local finance events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the latest regulations and compliance standards in the financial sector. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated, which is crucial for a role at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience during interviews. Highlight how you’ve contributed to team processes and improved client outcomes, as this aligns with our values at StudySmarter.
✨Tip Number 4
Showcase your analytical and research skills by being ready to discuss recent trends in investments, pensions, and taxation. Being knowledgeable about current market conditions can set you apart from other candidates.
We think you need these skills to ace Paraplanner - Colchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a paraplanner. Focus on your Level 4 Diploma in Financial Planning and any previous paraplanning roles you've held. Use keywords from the job description to demonstrate your fit for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that align with the responsibilities listed, such as preparing suitability letters or conducting research. This is your chance to show how you can contribute to their team.
Highlight Relevant Skills: In your application, emphasise your analytical, research, and report writing skills. Provide examples of how you've used these skills in past roles, especially in relation to investment products, taxation, and pensions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. Attention to detail is crucial in this role, so make sure your application reflects that.
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 investment products, pensions, and taxation. Be prepared to discuss your previous experience and how it relates to the responsibilities outlined in the job description.
✨Prepare for Scenario-Based Questions
Expect questions that assess your analytical and problem-solving skills. Think of examples from your past work where you successfully navigated complex client situations or provided compliant advice.
✨Highlight Your Teamwork Skills
This role involves working closely with a team of paraplanners and other departments. Share experiences that showcase your ability to collaborate effectively and contribute to team processes.
✨Stay Updated on Industry Changes
Demonstrating your knowledge of recent legislative changes and industry trends can set you apart. Be ready to discuss how these changes might impact the business and its clients.
