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- Tasks: Collaborate with Financial Planners to deliver top-notch financial advice and solutions.
- Company: Join a dynamic IFA firm in Worthing, Sussex, focused on innovative financial planning.
- Benefits: Enjoy hybrid working options and a supportive team environment.
- Why this job: Be part of a culture that values collaboration, growth, and making a real impact in clients' lives.
- Qualifications: 3+ years in paraplanning, Level 4 Diploma, and experience with relevant software required.
- Other info: Supervisory experience is a plus; interest in Later Life Financial Advice is beneficial.
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 based in Worthing, Sussex. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business.
This will be a hybrid working position, within an IFA firm.
Responsibilities:
– Preparing and maintaining client files
– Preparing and implementing recommendations
– Ensuring all compliance paperwork is present
– Due diligence associated to the investment committee
– Assisting in providing technical support
– Coaching of team members
– Writing reports based on client’s requirements
– Being a point of reference for advisers
– Consistently researching and reviewing market products available
The ideal candidate
– Minimum of 3 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
– Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) essential
– Excellent organisational skills
– Ability to work on own initiative and plan own workload
– Thorough understanding of all compliance regulations
– Good decision-making skills
– Use initiative based on the findings of their research
– Level 4 Diploma qualified
– Supervisory experience would be beneficial
– Adaptable and happy to take on new challenges
– Interest / experience in Later Life Financial Advice / Planning would be useful but not essential
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Paraplanner - Worthing employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Worthing
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelligent Office and CashCalc. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners. Engaging in conversations on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on compliance regulations and market products relevant to financial planning. Being knowledgeable about current trends and changes can demonstrate your commitment and expertise during discussions with potential employers.
✨Tip Number 4
Prepare to discuss your previous experiences in detail, particularly any supervisory roles or coaching you've done. Highlighting these skills can show that you're not only capable of performing the tasks but also of leading and supporting others in the team.
We think you need these skills to ace Paraplanner - Worthing
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as preparing client files, writing reports, and ensuring compliance paperwork is in order.
Tailor Your CV: Highlight your relevant experience in paraplanning, especially your ability to prepare Annual Reviews and Recommendation Reports. Mention any specific software you have used, like Intelligent Office or CashCalc, to demonstrate your technical skills.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your experience aligns with the job requirements and mention any supervisory experience or interest in Later Life Financial Advice that could set you apart.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning and compliance regulations. Be prepared to discuss your experience with tools like Intelligent Office and CashCalc, and how you've used them in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think of specific examples from your past work where you successfully navigated challenges or provided innovative solutions for clients.
✨Highlight Your Organisational Skills
Since the role involves preparing and maintaining client files, it's crucial to convey your organisational prowess. Share examples of how you've managed multiple tasks efficiently while ensuring compliance and quality in your work.
✨Demonstrate Team Collaboration
This position requires working closely with Financial Planners. Be ready to discuss how you've collaborated with colleagues in the past, including any coaching or mentoring experiences, to show that you're a team player.
