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- Tasks: Assist Financial Planner with client advice and conduct financial research.
- Company: Join a dynamic team in South Woodham Ferrers, Essex, focused on financial planning.
- Benefits: Enjoy a competitive salary of £40k and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a supportive environment.
- Qualifications: Must be fully Diploma qualified with strong communication and organisational skills.
- Other info: Ideal for those passionate about finance and eager to learn in a collaborative setting.
The predicted salary is between 32000 - 48000 £ per year.
Our client is looking for a talented Paraplanner to join their team based in South Woodham Ferrers, Essex.
Key Responsibilities:
- To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
- Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Review asset allocation for any investment/pension holdings.
- Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
- Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
- Liaise with Product Providers / Third Parties regarding any technical queries.
- Accurately complete new business sheets to be handed over to the PA.
- Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
Minimum Qualifications:
- 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.
- AFPC or working towards.
- 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 - South Woodham Ferrers 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 - South Woodham Ferrers
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as paraplanners. Attend local finance-related events or join online forums to connect with others and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and investment funds. Being knowledgeable about current market trends will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Practice your communication skills, both verbal and written. As a paraplanner, you'll need to convey complex financial information clearly, so consider role-playing scenarios with friends or colleagues to refine your approach.
✨Tip Number 4
Showcase your organisational skills by managing mock projects or case studies related to financial planning. This hands-on experience can be a great talking point in interviews and demonstrate your ability to handle real-world tasks.
We think you need these skills to ace Paraplanner - South Woodham Ferrers
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 qualifications, particularly your Diploma and any experience with cashflow modelling.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Financial Planning process and your interpersonal skills. Mention specific examples of how you've provided excellent customer service in previous roles.
Highlight Technical Skills: In your application, clearly outline your technical knowledge of financial products and investment funds. This is crucial for the role, so be specific about your experience and any relevant tools you’ve used.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no errors. Attention to detail is key in this role, and a polished application reflects your commitment to accuracy.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process. Brush up on key concepts, especially those related to cashflow modelling and investment analysis, as these will likely come up during your interview.
✨Demonstrate Your Interpersonal Skills
Since strong communication is crucial for a Paraplanner, be prepared to showcase your interpersonal skills. Think of examples where you've effectively communicated complex information to clients or team members.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge of financial products and services. Review common investment funds and their characteristics, as well as any recent changes in the financial services industry.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your workload and meet deadlines. Provide examples of how you've successfully completed projects on time while maintaining accuracy and attention to detail.
