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- Tasks: Support Financial Planners by creating financial reports and conducting research.
- Company: Join a dynamic firm focused on delivering top-notch financial planning services.
- Benefits: Enjoy a competitive salary of £40k and opportunities for professional development.
- Why this job: Be part of a collaborative team that values your input and fosters growth.
- Qualifications: Must be fully Diploma qualified with strong communication and organisational skills.
- Other info: Engage in Continuous Professional Development to enhance your career.
The predicted salary is between 32000 - 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.
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, presenting cashflow to clients as needed.
- 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 - Horsham 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 - Horsham
✨Tip Number 1
Familiarise yourself with the latest financial planning software and cashflow modelling tools. Being proficient in these technologies will not only enhance your skill set but also demonstrate your commitment to staying current in the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who are already working as paraplanners or financial planners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that showcase your analytical skills and attention to detail. This will help you stand out during interviews and show how you can add value to the team.
✨Tip Number 4
Stay updated on regulatory changes and trends within the financial services industry. This knowledge will not only help you in your role but also impress potential employers with your proactive approach to professional development.
We think you need these skills to ace Paraplanner - Horsham
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 and any experience with cashflow modelling.
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 provided excellent customer service or conducted research in previous roles.
Highlight Technical Knowledge: In your application, be sure to mention your technical knowledge of financial products and strategies. This is crucial for the role, so provide examples of how you've applied this knowledge in past positions.
Showcase Interpersonal Skills: Since strong interpersonal skills are essential, include examples of how you've effectively communicated with clients or colleagues. This could be through client meetings or collaborative projects, demonstrating your ability to provide a positive professional experience.
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 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.
✨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 projects and meet deadlines is crucial. Discuss how you prioritise tasks and ensure accuracy in your work, perhaps by sharing a specific instance where your organisational skills led to a successful outcome.
