Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Advisers by conducting research, preparing reports, and managing client relationships.
- Company: Join an award-winning Chartered Financial Planning firm known for bespoke Wealth Planning Advice.
- Benefits: Enjoy a flexible work environment, professional development, and qualification sponsorship.
- Why this job: Be part of a growing team that values employee wellbeing and offers impactful financial solutions.
- Qualifications: Must have Level 4 CII Diploma; Chartered status preferred with 5 years' experience in a similar role.
- Other info: Opportunity to mentor junior team members and contribute to a positive workplace culture.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
An Award-winning Chartered Financial Planning firm located in Berkhamstead are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service. All Advisers are CII Chartered or will be in the next 18 months.The company is now part of one of the fastest growing and largest national Independent Financial Advice companies.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.
This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support.
To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.
This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment.
Role Purpose
To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up toHNW and UHNW. Overtime, this may consolidate to one adviser as the client base grows organically and via acquisition.
Role Accountabilities
- Conducting extensive research and providing Advisers with technical assessments and reports.
- Conducting in depth meeting preparation work, attending client meetings (where appropriate) , and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
- Manage complex cases and find solutions to technical problems
- Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
- Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
- Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
- Act as a mentor for more junior members of the team. Help implement the company philosophy of driving up team knowledge and ability.
- Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
- Help highlight operational areas of improvement and assist with any changes made.
- Take an analytical approach to making client recommendations and use good data skills to support these.
- Translate complex information into easy-to-understand client correspondence
- Obtaining a selection of product quotes including personalised illustrations / key features documents /product literature / fund factsheets
- General administrative support in terms of liaising with providers and keeping accurate client records
- Ongoing review of existing portfolios and review client cash holdings on platforms
- Ensure all work meets all compliance, high ethical standards and reflects the company values
- Contribute to the team’s work enjoyment, growth, and success
Personal Competencies
- Ownership, Initiative & Delivery – a "can do" attitude
- Analytical and problem-solving approach
- Building Relationships
- Strong team worker
- Excellent communicator
- High Ethical Standards
- Professionalism in appearance and manner
- Ability to prioritise work to meet deadlines
- High attention to detail, grammar and accuracy
QualificationsMandatory: Level 4 – CII Diploma of Financial Planning or equivalentHighly Desirable: Advanced qualifications: CII Level 6 or Chartered Financial Planner (or working towards). Degree in Financial Planning Bachelor’s degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years’ experience in similar role.
Chartered Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Chartered Paraplanners. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth planning, investment, tax, and pension products. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-evolving field.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience where you successfully communicated complex strategies to clients or advisers. This will showcase your problem-solving skills and ability to handle demanding clients.
✨Tip Number 4
Research the company’s ethos and values thoroughly. Be ready to articulate how your personal values align with theirs, particularly regarding employee development and client service, to show that you would be a great cultural fit.
We think you need these skills to ace Chartered Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and showcases your technical knowledge of investment, tax, trust, and pension products. Use specific examples to demonstrate your ability to communicate complex strategies clearly.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's ethos and values. Mention your Chartered Status or progress towards it, and explain how your skills align with the role's requirements, particularly in providing first-class advice and support.
Showcase Problem-Solving Skills: In your application, provide examples of how you've successfully solved complex problems in previous roles. Highlight your analytical approach and ability to manage demanding clients, as these are key competencies for the position.
Emphasise Continuous Learning: Mention any ongoing professional development or training you are undertaking. This could include courses related to financial planning or compliance, which will demonstrate your commitment to self-improvement and staying updated with market changes.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of Investment, Tax, Trust, and Pension products during the interview. Be prepared to discuss specific cases where you've successfully communicated complex strategies to clients or advisers.
✨Demonstrate Problem-Solving Skills
Since the role involves managing complex cases, share examples of how you've approached and solved technical problems in the past. This will show your analytical skills and ability to work independently.
✨Emphasise Your Communication Skills
As a Chartered Paraplanner, you'll need to translate complex information into easy-to-understand correspondence. Practice explaining technical concepts clearly and concisely, as this will be crucial in your interactions with clients and advisers.
✨Align with Company Values
Research the company's ethos and values before the interview. Be ready to discuss how your personal competencies, such as professionalism and ethical standards, align with their commitment to providing high-quality service and employee development.
