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- Tasks: Support financial advisers by creating tailored financial plans and conducting complex analyses.
- Company: Join a dynamic financial services firm in Colchester with a collaborative environment.
- Benefits: Enjoy 25 days leave, healthcare cash plan, and hybrid working options.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: 3+ years in Paraplanning, Level 4 DipPFS qualified, and strong communication skills.
- Other info: Flexible work culture with opportunities for community involvement and career growth.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs.
Key Responsibilities
- Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
- Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
- Independently write new sustainability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS.
- Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made.
- Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
- Ensure back-office system is maintained during all ongoing actions and workflow.
Knowledge & Experience
- Prior experience in Paraplanning role within financial services (3+ years)
- Level 4 DipPFS qualified or similar with desire to achieve Chartered status
- Understanding of the advice process
- Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
- Excellent communication skills, both written and verbally
- Ability to work collaboratively with colleagues and build strong relationships
- A strong work ethic and a flexible attitude
- Self-motivation, resilience and a clear focus on attention to detail and a high-quality output
- Excellent customer service skills
- Experience working with Microsoft Word, Excel and Outlook
- Knowledge of industry specific software systems
Benefits
- 25 days annual leave plus public holidays
- Life cover - x4 basic salary
- Healthcare cash plan
- Free mortgage advice
- 1 day community involvement leave per annum
- Employee Assistance Programme
- Shopping discount platform
- Free parking
- Hybrid working - opportunity to work from home 2 days per week on successful completion of probation period
Technical Paraplanner - Colchester employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner - Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about paraplanning. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss CGT assessments, IHT evaluations, and the latest software tools. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you're genuinely interested and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that Technical Paraplanner role. We’re all about making the application process smooth and easy, so don’t miss out on the opportunity to join our team!
We think you need these skills to ace Technical Paraplanner - Colchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience in financial services, especially any specific tasks that align with the job description, like CGT assessments or IHT evaluations.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at StudySmarter. Mention your qualifications and how they relate to the responsibilities listed in the job description.
Show Off Your Skills: Don’t forget to showcase your exceptional organisational skills and attention to detail. We want to see how you handle pressure and adapt to changing priorities, so give us examples from your past experiences!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our awesome team!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Familiarise yourself with key concepts like CGT assessments, IHT evaluations, and the various types of bonds. This will not only help you answer questions confidently but also show that you're serious about the role.
✨Showcase Your Experience
Be ready to discuss your previous paraplanning experience in detail. Prepare examples of complex analyses you've conducted or reports you've written. This is your chance to demonstrate how your skills align with the responsibilities outlined in the job description.
✨Communication is Key
Since excellent communication skills are a must, practice articulating your thoughts clearly and concisely. You might be asked to explain technical concepts to non-technical stakeholders, so being able to simplify complex information is crucial.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, the software they use, or how they measure success in the role. It shows your genuine interest in the position and helps you assess if it's the right fit for you.
