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- Tasks: Support financial advisers by conducting analysis and preparing investment proposals.
- Company: Join a reputable firm in Harrogate focused on high-quality financial advice.
- Benefits: Competitive salary, professional development support, and a collaborative work environment.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: CII Level 4 Diploma or equivalent; desire for Chartered status supported.
- Other info: Dynamic team atmosphere with opportunities for personal and professional growth.
The predicted salary is between 28800 - 43200 £ per year.
Our client is seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.
Duties & Responsibilities
- Conduct comprehensive financial analysis to assist in the development of financial plans.
- Gather and organise client financial information, including income, expenses, assets, and liabilities.
- Use financial planning software to model various scenarios and projections.
- Prepare and review investment proposals and reports for clients.
- Collaborate with advisors to develop and implement customised financial strategies.
- Stay abreast of industry trends, regulations and changes in financial markets.
- Conduct research on financial products and investment opportunities.
- Ensure compliance with regulatory requirements and company policies.
- Maintain accurate and up-to-date client records.
Company compliance
- Ensuring all tasks are carried out within FCA regulatory requirements.
- Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process.
- Recording all correspondence.
- Ensuring that all dealings with clients are of an appropriate and entirely factual nature.
- Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company.
Person Specification
Qualifications
- To hold the CII Level 4 Diploma or equivalent.
- Desire to work towards Chartered status will be fully supported.
Knowledge and experience
- Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable).
- Ability to perform basic tax calculations.
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
- Ability to acquire, update and apply new skills and knowledge.
- Set own goals and want to deliver agreed targets.
IT skills
- Competent IT skills, including Word, Excel and Outlook.
- Experience in using financial services back-office systems (Genovo and / or Intelliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes.
Financial skills
- Ability to analyse financial issues and offer sound, reliable and professional advice.
- Ability to assess information, make comparisons and identify critical features.
- Ability to collate and present financial information.
- Ability to understand and analyse financial and non-financial data.
Personal skills
- Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
- Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
- Professional integrity: The strength of character to explain a professional point while having empathy with a customer.
- Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
- Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes.
Paraplanner - Harrogate employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by practising common paraplanner questions. Think about how your skills in financial analysis and client communication can shine through. We recommend doing mock interviews with friends or using online platforms to boost your confidence.
✨Tip Number 3
Showcase your tech skills! Familiarise yourself with financial planning software like Genovo or Intelliflo Office. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨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 company.
We think you need these skills to ace Paraplanner - Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial analysis, client management, and any relevant qualifications like the CII Level 4 Diploma. 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 financial planning and how you can contribute to our team. Be sure to mention any specific experiences that relate to the duties outlined in the job description.
Showcase Your IT Skills: Since we rely on various software for financial planning, make sure to mention your proficiency with tools like Word, Excel, and any financial services back-office systems you've used. This will show us you're ready to hit the ground running!
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 gives you a chance to explore more about our company culture!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax regulations. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to the team.
✨Master the Software
Familiarise yourself with financial planning software like Genovo or Intelliflo Office. If you can demonstrate your ability to use these tools effectively during the interview, it’ll give you a significant edge over other candidates.
✨Showcase Your Analytical Skills
Prepare to discuss how you've conducted financial analyses in the past. Bring examples of how you've gathered and organised client information, and be ready to explain your thought process when developing financial strategies.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Whether it's discussing complex financial concepts or explaining your previous experiences, strong communication skills are key in this role, so don’t underestimate their importance!
