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- Tasks: Support Financial Advisors by conducting research and drafting comprehensive financial plans.
- Company: Join a dynamic financial services team in Hampshire with a focus on collaboration.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Level 4 Diploma qualified with previous Paraplanning experience.
- Other info: Mentorship opportunities and a chance to influence team efficiencies.
The predicted salary is between 36000 - 60000 £ per year.
Orr client is looking for a hybrid Paraplanner to work as part of the Paraplanning team, the purpose of this role is to support Financial Advisors in the delivery of holistic advice and financial plans for clients. This is a target driven role that entails technical research and report writing in complex subject matter. The role holder must demonstrate excellent planning and organisation skills, attention to detail is key with the ability to analyse and decipher complex plan information. They are looking for a knowledgeable individual who is able to manage time effectively, make confident decisions and prioritise. A good team player who will look to mentor others in their specialised areas and learn from others in their development areas.
Key Role Tasks:
- To review and quality check fact-finds to ensure the information provided allows you to conduct fund and product research for the client.
- To set down holistic financial planning advice for each client using the information provided to draft a recommendation report.
- To use own knowledge and expertise to construct a draft advice report where this falls outside of the templated reports/standard paragraphs, preparing a report for sign off by the adviser.
- To obtain illustrations, Key Features Documents, taking responsibility of all application forms and associated documentation to support the recommendations report, ensuring it can be processed.
- Produce high quality draft outputs, requiring minimal changes from advisers, attracting positive feedback and excellent grades from the file checking team.
- In sending drafts Paraplanner is required to hit and exceed the set target on a monthly basis, individually and to support the wider team goals.
- Co-ordinate the issue of the final recommendation report with supporting enclosures, maintaining compliant files up to the point of sale.
- Update the internal case tracking systems on an ongoing basis, ensure all record keeping is maintained on our back office system ensuring documents are imported in a timely manner to support the sale.
- Liaise with Business Support where administrative support is required at pre-sales.
- Liaise with advisers on a regular basis, challenging areas where missing or additional information required to support the client requirements.
- Mentoring team members as required in specialised areas.
- To maintain both technical and market knowledge on an ongoing basis to maintain CPD and demonstrate ability to analyse, research and document recommendations across whole of market products.
- Contribute to change management initiatives affecting the immediate role to constantly improve and influence efficiencies both in and outside of the team.
Key Skills:
- Practical knowledge of financial planning, pensions, investments, wealth management, life assurance, tax matters and corporate financial advice.
- Good IT skills including Excel and Word.
- Level 4 Diploma qualified.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Previous Paraplanning experience is essential, across a wide range of providers.
Paraplanner - Hampshire employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hampshire
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common paraplanning scenarios. Think about how you’d handle complex client situations or technical research tasks. This will help you feel more confident and show potential employers that you’re ready to hit the ground running.
✨Tip Number 3
Show off your skills! Create a portfolio of your best work, including draft reports and any successful projects you've been part of. This tangible evidence of your abilities can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Paraplanner - Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, report writing, 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 your background makes you a great fit. Don’t forget to mention your teamwork skills and any mentoring experience.
Showcase Your Attention to Detail: Since attention to detail is key for this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and tax matters. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just book-smart but also practical.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples of how you've successfully managed complex information in the past. Bring along any reports or documents you've worked on that highlight your ability to produce high-quality outputs with minimal changes.
✨Demonstrate Team Spirit
This position is all about collaboration, so think of instances where you've mentored others or worked closely with a team. Be ready to share how you’ve contributed to team goals and supported your colleagues in their development.
✨Be Ready to Discuss Change Management
The company values efficiency and improvement, so come prepared with ideas on how you can contribute to change management initiatives. Think about past experiences where you've influenced positive changes in your work environment.
