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- Tasks: Support Wealth Planners with financial strategies and client solutions.
- Company: Award-winning Chartered Financial Planning firm in Marlow.
- Benefits: Competitive salary, hybrid working, and opportunities for self-improvement.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: Experience in complex IHT, estate planning, and pension calculations.
- Other info: Join a dynamic team focused on growth and success.
The predicted salary is between 30000 - 40000 £ per year.
Paraplanner – Marlow
Type of Position: Paraplanner – Marlow
Pay: £35,000 – £48,000
Reference: #3177725
Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.
Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.
Key Responsibilities:
- Conducting extensive research and providing Advisers with technical assessments and reports.
- Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
- Manage complex cases and find solutions to technical problems
- Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
- Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
- Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
- Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
- Help highlight operational areas of improvement and assist with any changes made.
- Take an analytical approach to making client recommendations and use good data skills to support these.
- Translate complex information into easy-to-understand client correspondence
- Ensure all work meets all compliance, high ethical standards and reflects the company values
- Contribute to the team’s work enjoyment, growth, and success
The successful candidate will have experience of the following:
- Complex IHT and Estate Planning
- VCT, EIS and BR Products
- Pension/retirement planning
- Carry forward and lifetime allowance calculations
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Paraplanner - Marlow 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 - Marlow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Marlow. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss complex IHT and estate planning confidently. We want you to shine when they ask about your experience with VCT, EIS, and BR products!
✨Tip Number 3
Showcase your analytical skills! Be ready to demonstrate how you've tackled complex cases in the past. Use examples that highlight your ability to translate complicated information into easy-to-understand advice for clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Paraplanner - Marlow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with complex IHT and estate planning, as well as any relevant technical skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our values. Keep it professional but let your personality come through.
Showcase Your Research Skills: Since the role involves extensive research, mention specific examples where you've conducted thorough analyses or produced detailed reports. We love seeing candidates who can back up their claims with solid evidence!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of complex IHT and estate planning, as well as VCT, EIS, and BR products. Being able to discuss these topics confidently will show that you're well-prepared and understand the key responsibilities of a Paraplanner.
✨Research the Company
Take some time to learn about the award-winning Chartered Financial Planning firm you're interviewing with. Understanding their values, client base, and recent achievements will help you tailor your answers and demonstrate your genuine interest in joining their team.
✨Prepare for Technical Questions
Expect to be asked about producing technical assessments and suitability letters. Practise explaining how you would approach these tasks, and be ready to provide examples from your past experience that highlight your analytical skills and attention to detail.
✨Show Your People Skills
As a Paraplanner, you'll need to engage with clients who may challenge advice. Prepare to discuss how you would handle difficult conversations and maintain long-term relationships. Highlight any relevant experiences where you've successfully navigated client interactions.
