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- Tasks: Support financial advisers with research, client recommendations, and technical expertise.
- Company: Respected financial organisation based in St Albans.
- Benefits: Competitive salary, full-time hours, and a supportive work environment.
- Other info: Great opportunity for career growth in a collaborative setting.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and paraplanning experience required.
The predicted salary is between 35000 - 45000 £ per year.
We are seeking an experienced Paraplanner to join this well-respected organisation based in St Albans. As a Paraplanner, you will play a key role in supporting financial advisers by providing technical expertise, conducting research, and preparing client recommendations. You will be aligned with specific advisers, although this may change in line with business needs.
Key Responsibilities
- Liaise closely with advisers, including participating in regular case update meetings.
- Provide technical support to advisers and colleagues, including assistance with calculations and complex queries.
- Conduct research and analysis to support new business recommendations.
- Prepare and draft suitability reports for adviser review and sign-off.
- Build and maintain cashflow models to support client advice and meeting preparation.
- Attend client meetings where required to support advisers and document outcomes.
Client & Case Management
- Manage client requests such as withdrawals, contributions, and policy amendments.
- Communicate with clients via phone, email, and written correspondence to resolve queries.
- Produce client-facing documentation including one-page summaries and supporting materials.
- Prepare and pre-populate review documentation and forms for client meetings.
Administration & Compliance
- Maintain accurate client records and ensure fact-finds and compliance documentation are up to date.
- Use CRM workflows to track and manage new business cases and ongoing tasks.
- Process and submit relevant paperwork efficiently and accurately.
Qualifications
- Level 4 Diploma in Regulated Financial Planning.
- Demonstrable paraplanning experience within a financial planning environment.
- Strong technical knowledge of financial planning products, investments, pensions, and protection.
- Excellent written and verbal communication skills.
- Strong organisational skills with the ability to manage multiple cases and deadlines.
Hours: Full-time (Mon-Fri) 9am – 5:30pm. Competitive salary offered. Apply now!
Paraplanner employer: Berry Recruitment
Contact Detail:
Berry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a Paraplanner role!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial products, investments, and compliance confidently. We recommend practising common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple cases and deadlines. This will demonstrate that you’re ready to handle the fast-paced environment of a Paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in financial planning and technical support. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the key responsibilities listed in the job description.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge, don’t shy away from mentioning your expertise in financial products, investments, and pensions. We love seeing candidates who can demonstrate their understanding of the industry!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Berry Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning products, investments, pensions, and protection. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Prepare for Case Scenarios
Think about potential case scenarios you might encounter as a Paraplanner. Be ready to explain how you would conduct research, prepare recommendations, and support advisers in those situations. This will demonstrate your practical understanding of the job.
✨Show Off Your Communication Skills
Since you'll be liaising with advisers and clients, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information in the past, whether through written reports or verbal discussions.
✨Organise Your Thoughts
With multiple cases and deadlines to manage, showcase your organisational skills during the interview. Bring along a portfolio or examples of how you've successfully managed client requests and documentation in previous roles.