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For Companies At a Glance
- Tasks: Join a dynamic team as a Paraplanner, providing essential research and support to financial advisers.
- Company: Work with a progressive independent financial advice business that values expertise and client outcomes.
- Benefits: Enjoy flexible working, competitive salary, 26 days leave, and a comprehensive pension scheme.
- Why this job: Advance your career in a supportive environment focused on collaboration and exceptional client service.
- Qualifications: Must have Level 4 Diploma in Financial Planning and 3-4 years experience in an IFA/Wealth Management setting.
- Other info: Opportunity for personal and corporate client work, with a focus on technical challenges.
The predicted salary is between 36000 - 54000 £ per year.
Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional opportunity for a Paraplanner to join a progressive, independent financial advice business in Wilmslow.
This is a fantastic chance to advance your career within a dynamic organisation that values technical expertise whilst working alongside experienced financial advisers to deliver outstanding client outcomes.
About the Client
Our client is a progressive UK-wide independent financial advice business that specialises in helping both Corporate and Personal clients make informed financial decisions in complex and frequently changing markets. They provide uniquely tailored independent financial advice across all aspects of savings, investments, and retirement planning to individuals, whilst also delivering advice through successful partnerships with Building Societies.
About the Role
This is an outstanding opportunity for a technically motivated Paraplanner to work as an integral part of a professional support team, providing financial advisers and their clients with exceptional research, analysis, and report writing services. You will play a crucial role in ensuring the delivery of high-quality financial advice through comprehensive technical support and detailed recommendation reports.
Paraplanner Responsibilities
- Analyse clients\’ circumstances, objectives, and risk profiles to support adviser recommendations
- Provide comprehensive research, analysis, and technical support across all relevant advice areas
- Prepare detailed information and comparisons for analysis by financial advisers
- Produce client suitability reports confirming new recommendations in accordance with company standards
- Obtain accurate illustrations, key features, and relevant paperwork for adviser presentation meetings
- Ensure all relevant documentation is uploaded correctly and named according to company procedures
- Create, manage, and complete tasks on back-office systems in accordance with procedures
- Liaise with financial advisers to query and challenge proposed recommendations where necessary
- Support both personal and corporate client work as required
Paraplanner Requirements
- Level 4 Diploma in Financial Planning with 3-4 years of experience in an IFA/Wealth Management environment (essential)
- 5 GCSE passes or equivalent including English and Mathematics
- General knowledge across financial planning areas including pensions, investments, protection, and estate planning
- Excellent organisational skills with ability to prioritise daily tasks and restructure as required
- Strong teamwork and collaboration skills with understanding of how collaboration improves outcomes
- Proficiency in using technology effectively for the role
- Experience with back-office systems, preferably Intelligent Office
- Experience in cashflow modelling
- For corporate client work: knowledge of employee benefits, corporate pensions, and business protection markets
Benefits
- Competitive salary up to £45,000 dependent on experience
- 37.5 hours per week with flexible working arrangements
- Flexible working typically 1-2 days in office per week
- 5% flexible benefit allowance for death in service, income protection, holiday purchase, private medical insurance (not deducted from salary)
- 26 days annual leave plus bank holidays and birthday leave
- Comprehensive pension scheme
- Plus much more!
The Ideal Candidate
The ideal candidate will be a technically skilled and motivated Paraplanner with a strong foundation in financial planning principles and a genuine passion for delivering exceptional client service. You will have proven experience in an IFA or Wealth Management environment and demonstrate excellent analytical and communication skills.
You should be someone who thrives on technical challenges, enjoys working collaboratively with financial advisers, and takes pride in producing high-quality research and reports that support outstanding client outcomes. The successful candidate will be organised, detail-oriented, and committed to maintaining the highest professional standards whilst contributing to the continued growth and success of this progressive financial advice business.
For a confidential discussion about this role, please contact Jo (Mrs H) at Avocet Commercial Careers.
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Paraplanner employer: Avocet Legal
Contact Detail:
Avocet Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial advice sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at companies like ours.
✨Tip Number 3
Showcase your analytical skills by preparing case studies or examples of past work where you've successfully supported advisers. This practical demonstration of your abilities can set you apart during interviews.
✨Tip Number 4
Be proactive in learning about the specific back-office systems used in the industry, such as Intelligent Office. Familiarity with these tools can give you an edge and show that you're ready to hit the ground running.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and relevant experience in an IFA or Wealth Management environment. Emphasise your analytical skills and any specific achievements that demonstrate your ability to deliver high-quality financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client service. Mention your experience with back-office systems and cashflow modelling, and explain how these skills will benefit the team at the independent financial advice business.
Highlight Relevant Skills: In your application, clearly outline your organisational skills, teamwork abilities, and proficiency in using technology. Provide examples of how you've successfully collaborated with financial advisers to improve client outcomes.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Avocet Legal
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning principles. Be prepared to discuss your experience with pensions, investments, and estate planning, and how you've applied this knowledge in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your analytical skills and decision-making process. Think of specific examples where you analysed client circumstances and provided tailored recommendations, as this will highlight your problem-solving abilities.
✨Emphasise Team Collaboration
This role requires strong teamwork skills. Be ready to share experiences where you've successfully collaborated with financial advisers or other team members to achieve outstanding client outcomes, showcasing your ability to work well in a supportive environment.
✨Demonstrate Organisational Skills
With the need to manage multiple tasks and deadlines, illustrate your organisational skills during the interview. Discuss how you prioritise your workload and ensure that all documentation is accurate and submitted on time, reflecting your attention to detail.
