At a Glance
- Tasks: Analyse client info, construct solutions, and write reports for financial planning.
- Company: Dynamic financial planning practice with a focus on collaboration.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Engage in project work and enhance your skills in a supportive environment.
- Why this job: Join a team where your insights shape clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years of Paraplanning experience.
The predicted salary is between 40500 - 49500 £ per year.
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office.
This role offers hybrid working.
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
Role
The role will report to the Head of Paraplanning, and the key areas of the role are as follows:
- Analyse client information and existing investments/plans
- Tax calculations (IHT/CGT/bonds etc)
- Construct appropriate solutions for clients in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run Cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
- Attend client meetings where required
- Helping to train other members of the team
- Potentially getting involved in some project work to further improve our systems and processes
- Leading Pod meetings
- Undertake peer reviews for the paraplanning team
Responsibilities
- Ensure all work is completed accurately and to a high standard
- Think client when writing a report to ensure the report is client friendly and easy to digest
- Taking ownership of the clients experience by ensuring you effectively manage your cases throughout the process (from the meeting booked date)
- Ensuring clients are kept informed throughout the advice process
- Take responsibility for the data in our systems to ensure it is accurate and up to date
- Work collaboratively with advisers on cases (offering ideas and options)
- Ensure all e-mails, research documents and report drafts are saved to our file storage system with meaningful titles xgikmsk
- Actively participating in Paraplanner meetings
- Strive to meet all points on the PP service charter
- Person
- Demonstrate a strong technical knowledge and understanding of all financial products
- Experience within the financial services industry and have had at least 3 years Paraplanning experience Excellent communication skills, both verbally and in writing
- Logical mind
- Attention to detail
- Ability to communicate effectively with departments across the business as well as clients
- B...
Paraplanner in Walton employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Walton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blakemore Recruitment Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Walton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blakemore Recruitment Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blakemore Recruitment Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blakemore Recruitment Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blakemore Recruitment Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blakemore Recruitment Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blakemore Recruitment Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
