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For Companies At a Glance
- Tasks: Join a dynamic team to prepare financial advice and support clients with tailored solutions.
- Company: A growing financial services firm in Ashford, Kent, dedicated to client satisfaction.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive team environment.
- Why this job: Be part of a collaborative culture that values your input and fosters professional growth.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent, plus previous paraplanning experience required.
- Other info: Opportunity to work closely with experienced professionals and enhance your financial expertise.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for an experienced Paraplanner to join their expanding team based in Ashford, Kent. 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 Kent, 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
If you are interested in this position then please submit your CV to Sam at Artemis Recruitment.
Paraplanner (IFA) 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 (IFA)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest regulations and compliance standards set by the FCA. Being knowledgeable about these changes will demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 3
Showcase your analytical and research skills by discussing relevant case studies or examples during interviews. This will help you illustrate your problem-solving abilities and how you can contribute to the team.
✨Tip Number 4
Prepare thoughtful questions about the company's processes and team dynamics. This not only shows your interest in the role but also helps you assess if the company culture aligns with your values.
We think you need these skills to ace Paraplanner (IFA)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a paraplanner. Emphasise your Level 4 Diploma in Financial Planning and any previous paraplanning roles you've held, along with specific skills like report writing and research.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your understanding of investment products, taxation, and pensions, and how you can contribute to the team’s success.
Highlight Relevant Skills: In your application, focus on your analytical skills, attention to detail, and ability to prioritise tasks. Provide examples of how you've successfully managed workloads and contributed to team processes in previous roles.
Show Industry Knowledge: Demonstrate your awareness of current legislative and industry changes that impact the financial sector. This shows your commitment to staying informed and your ability to provide compliant advice.
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 investment products, pensions, and taxation. Be prepared to discuss specific examples from your previous experience where you successfully applied this knowledge.
✨Highlight Your Research Skills
Research is a key part of the role. During the interview, share instances where your analytical skills led to effective recommendations for clients. This will show your potential employer that you can deliver compliant and well-drafted advice.
✨Demonstrate Team Collaboration
Since you'll be working within a paraplanning team, it's important to convey your ability to collaborate effectively. Discuss how you've contributed to team processes in the past and how you can help further develop them in this new role.
✨Stay Updated on Industry Changes
Being knowledgeable about legislative and industry changes is crucial. Prepare to discuss recent developments in financial planning that could impact the business and its clients, showcasing your commitment to continuous learning.
