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- Tasks: Support Financial Planners by creating financial reports and conducting research.
- Company: Join a dynamic firm in Chester with a focus on financial planning.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Diploma qualified with strong communication and organisational skills.
- Other info: Collaborative environment with excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ 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. Our client offers hybrid working from their Chester office.
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, present cashflow to clients as required.
- 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.
Essential Qualities:
- 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 - Chester employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and cashflow modelling skills. Be ready to discuss how you've supported Financial Planners in the past and showcase your attention to detail. Practice common interview questions with a friend to boost your confidence!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. It’s a simple way to stand out from other candidates.
✨Tip Number 4
Check out our website for the latest job openings and apply directly through us. We’re here to help you land that Paraplanner position, so take advantage of our resources and support!
We think you need these skills to ace Paraplanner - Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning, cashflow modelling, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can support our Financial Planners. Keep it professional but let your personality come through.
Showcase Your Attention to Detail: As a Paraplanner, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you’re detail-oriented!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of the financial planning process and cashflow modelling. Be ready to discuss specific strategies and products you've worked with, as this will show your understanding and expertise in the field.
✨Show Off Your Interpersonal Skills
Since strong communication is key for a Paraplanner, practice articulating your thoughts clearly. Think about examples where you've successfully collaborated with Financial Planners or clients, and be prepared to share these during the interview.
✨Prepare for Technical Questions
Expect questions that dive into technical aspects of financial planning. Review common scenarios and be ready to explain how you would approach them. This will demonstrate your analytical skills and attention to detail.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client relationships or how they support Continuous Professional Development. This shows your genuine interest in the role and the company.
