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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 in clients' lives while growing your skills in finance.
- 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 - Horsham employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Horsham
✨Tip Number 1
Familiarise yourself with the latest financial planning software and cashflow modelling tools. Being proficient in these technologies will not only enhance your application but also demonstrate your commitment to staying current in the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially 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
Prepare to discuss specific examples of how you've supported financial planners in the past. Highlight your experience in creating financial reports and conducting research, as this will show your practical knowledge and readiness for the role.
✨Tip Number 4
Stay updated on regulatory changes and trends in the financial services industry. This knowledge will not only help you in interviews but also position you as a knowledgeable candidate who can contribute to the firm's success.
We think you need these skills to ace Paraplanner - Horsham
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.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is key in this role, so ensure your application reflects that quality.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process. Brush up on key concepts, strategies, and products that are relevant to the role of a paraplanner. This will help you answer technical questions confidently.
✨Showcase Your Research Skills
Be prepared to discuss how you conduct research and analysis to support financial planners. Share examples of how you've compiled reports or conducted market research in previous roles, as this is a crucial part of the job.
✨Demonstrate Strong Communication Skills
Since you'll be interacting with both financial planners and clients, it's essential to showcase your interpersonal skills. Practice explaining complex financial concepts in simple terms, as this will be key during client meetings.
✨Highlight Your Attention to Detail
Accuracy is vital in this role, so be ready to discuss how you ensure precision in your work. Provide examples of how you've managed documentation and reports in the past, emphasising your organisational skills and ability to meet deadlines.
