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- Tasks: Support Financial Planners by analysing client needs and preparing financial plans.
- Company: Join a dynamic team in South Woodham Ferrers, dedicated to providing top-notch financial advice.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Make a real impact on clients' financial futures while honing your skills in a supportive setting.
- Qualifications: Must be Diploma qualified with strong communication and organisational skills; AFPC qualification is a plus.
- Other info: Ideal for those passionate about finance and eager to learn in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
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Job Reference:
f6f63f01e5da
Job Views:
9
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
Our client is looking for a talented Paraplanner to join their team based in South Woodham Ferrers, Essex.
Key Responsibilities:
- Assist the Financial Planner in formulating advice for clients, providing technical support and guidance as needed.
- Review client objectives, ensuring they are clear, concise, and achievable based on the client’s financial circumstances.
- Research and analyze investment funds and financial products, considering client objectives.
- Review asset allocation for investment and pension holdings.
- Complete financial cashflow forecasts to demonstrate the client\’s current and future financial position.
- Prepare Financial Plans outlining the current position, goals, and strategies to achieve them.
- Coordinate with Product Providers / Third Parties for technical queries.
- Accurately complete new business sheets for handover to the PA.
- Support team members to ensure tasks are completed on time and deadlines are met.
- Fully Diploma qualified.
- Possess a good understanding of the Financial Planning process.
- Exhibit strong interpersonal, written, and verbal communication skills.
- Provide excellent customer service to advisers and clients.
- Demonstrate excellent planning and organizational skills.
- Work effectively under deadlines.
- Maintain accuracy and attention to detail.
- Hold AFPC qualification or be working towards it.
- Understand cashflow modelling.
- Have broad knowledge of the Financial Services Industry and technical expertise.
- Possess in-depth experience with cashflow modelling.
- Manage and complete projects effectively.
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Paraplanner - South Woodham Ferrers employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - South Woodham Ferrers
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend local finance-related events or join online forums to connect with potential colleagues and learn about the role from their experiences.
✨Tip Number 2
Familiarise yourself with the latest financial products and investment funds. Being knowledgeable about current market trends will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Practice your communication skills, both verbal and written. As a paraplanner, you'll need to convey complex financial information clearly to clients and advisers, so honing these skills can set you apart from other candidates.
✨Tip Number 4
Showcase your organisational skills by managing mock projects or case studies related to financial planning. This hands-on experience can demonstrate your ability to handle real-life scenarios and meet deadlines effectively.
We think you need these skills to ace Paraplanner - South Woodham Ferrers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your understanding of the Financial Planning process, cashflow modelling, and any qualifications like AFPC.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to assist Financial Planners. Mention specific examples of how you've provided technical support or completed financial forecasts in previous roles.
Highlight Interpersonal Skills: Since strong communication is key for this role, ensure you provide examples of how you've successfully interacted with clients and team members. This could include instances where you provided excellent customer service or coordinated with third parties.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented. Attention to detail is crucial for a Paraplanner.
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 like cashflow modelling and asset allocation, as these will likely come up during your interview.
✨Demonstrate Your Analytical Skills
Be prepared to discuss how you approach research and analysis of investment funds and financial products. Share specific examples from your past experience that showcase your ability to evaluate client objectives and recommend suitable solutions.
✨Showcase Your Communication Skills
Since strong interpersonal and communication skills are crucial for this role, practice articulating your thoughts clearly. Consider preparing a brief explanation of a complex financial concept in simple terms to demonstrate your ability to communicate effectively with clients.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask about the company culture, team dynamics, and expectations for the Paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
