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- Tasks: Join our team to support financial planners with data analysis and client documentation.
- Company: We are a successful financial planning practice with a strong reputation in the industry.
- Benefits: Enjoy a salary up to £55,000, hybrid work options, and flexible hours.
- Why this job: This role offers a chance to grow your expertise in a supportive environment while making a real impact.
- Qualifications: You need at least 5 years of experience and be chartered or close to achieving it.
- Other info: This position includes core hours and two remote work days each week.
The predicted salary is between 33000 - 77000 £ per year.
A well established and highly successful financial planning practice are looking to recruit into their technical team. They need an individual that is chartered or close to achieving the chartered milestone. At least 5 years experience (current) of offering technical support to busy financial planners. Salary to £55,000.00 plus benefits and bonuses Hybrid- 2 remote based days per weeks Flexi time/ core hour working. Duties: Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. Carrying out all tasks in a manner consistent with compliance procedures. Preparation of existing client files ready for reviews. Ensuring all client files are compliant on an ongoing basis All business related administrative duties Please apply for further details AMRT1_UKTJ …
Senior Paraplanner employer: Avenue Recruitment Group
Contact Detail:
Avenue Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Make sure to highlight your experience in providing technical support to financial planners. Use specific examples from your past roles that demonstrate your ability to analyze data and provide tailored solutions.
✨Tip Number 2
Familiarize yourself with the compliance procedures relevant to the financial planning industry. Being able to discuss how you ensure compliance in your previous roles will set you apart from other candidates.
✨Tip Number 3
Showcase your chartered status or progress towards it. If you're close to achieving this milestone, be prepared to discuss your timeline and any relevant coursework or exams you've completed.
✨Tip Number 4
Emphasize your ability to work in a hybrid environment. Share examples of how you've successfully managed remote work while maintaining productivity and communication with your team.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in providing technical support to financial planners. Emphasize your chartered status or progress towards it, and include specific examples of your analytical skills and compliance knowledge.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the duties listed, such as interpreting data and preparing suitability letters. Be sure to mention your experience with compliance procedures.
Showcase Your Technical Skills: Highlight any specific research tools or software you are proficient in that are relevant to the role. This could include financial planning software or data analysis tools that demonstrate your ability to provide solutions for client needs.
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 field.
How to prepare for a job interview at Avenue Recruitment Group
✨Showcase Your Technical Expertise
Make sure to highlight your technical skills and experience in financial planning. Be prepared to discuss specific tools and methodologies you've used to support financial planners, as this will demonstrate your capability to contribute effectively to the team.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare examples of how you've interpreted data and provided solutions in past roles. This will help illustrate your analytical skills and your ability to meet client needs.
✨Understand Compliance Procedures
Since compliance is a key aspect of the role, familiarize yourself with relevant regulations and procedures. Be ready to discuss how you ensure compliance in your work, as this will show your commitment to maintaining high standards.
✨Demonstrate Strong Communication Skills
As you'll be consolidating client needs and drafting suitability letters, effective communication is crucial. Practice explaining complex financial concepts clearly and concisely, as this will be important during the interview and in the role itself.
