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- Tasks: Support Financial Planners by creating financial reports and conducting research.
- Company: Join a dynamic firm focused on delivering top-notch financial planning services.
- Benefits: Enjoy a collaborative work environment with opportunities for professional development.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your skills.
- Qualifications: Must be fully Diploma qualified with strong communication and organisational skills.
- Other info: Opportunity to attend client meetings and present cashflow models.
The predicted salary is between 36000 - 60000 £ per year.
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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
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.
- 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.
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Paraplanner - Chelmsford employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Chelmsford
✨Tip Number 1
Familiarise yourself with the latest financial planning software and tools, especially those used for cashflow modelling. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work as paraplanners or financial planners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Stay updated on current trends and regulations in financial planning. This knowledge will not only help you in interviews but also show your commitment to continuous professional development, which is crucial for this role.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported financial planners in the past. Highlight your ability to manage projects, conduct research, and present technical data clearly, as these are key aspects of the paraplanner role.
We think you need these skills to ace Paraplanner - Chelmsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Paraplanner. Emphasise your understanding of financial planning processes, cashflow modelling, and any qualifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific experiences where you've supported financial planners or conducted research, and explain how these experiences make you a great fit for the position.
Showcase Your Interpersonal Skills: In your application, highlight your strong communication and customer service skills. Provide examples of how you've successfully interacted with clients or colleagues in previous roles, as this is crucial for providing a positive professional experience.
Demonstrate Attention to Detail: Since accuracy is key in this role, ensure your application is free from errors. Double-check your documents for spelling and grammatical mistakes, and make sure all information is presented clearly and professionally.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a solid understanding of financial planning processes and products. Be prepared to discuss your knowledge of cashflow modelling and any relevant technical skills during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you would handle specific client situations. Practise articulating your thought process and the steps you would take to support Financial Planners effectively.
✨Highlight Your Interpersonal Skills
Strong communication is key in this role. Be ready to provide examples of how you've successfully interacted with clients or colleagues in the past, showcasing your ability to maintain positive professional relationships.
✨Demonstrate Your Organisational Skills
Given the importance of accuracy and meeting deadlines, share examples of how you've managed multiple tasks or projects simultaneously. This will show your potential employer that you can handle the demands of the role efficiently.
