At a Glance
- Tasks: Manage financial planning workflows and support advisers with client data and reports.
- Company: Dynamic financial planning practice near Godalming with a focus on growth.
- Benefits: Career progression opportunities and support for further qualifications.
- Other info: Exciting environment with opportunities to build client relationships and develop your career.
- Why this job: Join a fun, professional team and make a real impact in financial planning.
- Qualifications: Level 4 diploma or nearing completion, strong communication and organisational skills.
The predicted salary is between 28800 - 48000 £ per year.
We are currently recruiting for a Financial Planning practice near Godalming who are looking to recruit a Paraplanner to join their team. They are looking for an experienced Paraplanner to join our team. They are looking for Level 4 or close to completing remaining modules. Ideally a career paraplanner who can bring solid experience into the team, champion good working practices and work as a key part of our advice process.
The Role
- Drive and manage the planning workflow
- Receive and implement requests from the Advisers
- Gather and record client data
- Prepare and compare financial analysis
- Prepare reports to a professional and timely standard
- Provide information for annual reviews and identify areas not covered
- Communicate with selected clients (face to face or remote) and third parties
- Develop and maintain all processes relevant to technical support
- Communicate clearly on technical and client support
- Undertake financial planning and product-based research
- Operate within the compliance and corporate standards of the business
- Report on key measures on a regular basis
- Be the link between advice and administration areas of the business
- Key drive and involvement in product and platform due diligence
- Providing proactive support and involvement for the Advisers
Ideal Candidate
- You will have the ability to build upon existing strong client relationships.
- It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
- You must be happy to work on your own and as part of a team and have excellent time management skills.
- You must be a minimum of level 4 diploma qualified.
- This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.
Paraplanner - Godalming employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Godalming
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Godalming. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. Think about how you can demonstrate your experience as a paraplanner and how you can contribute to the advice process. Practice makes perfect!
✨Tip Number 3
Don’t forget to showcase your attention to detail! During interviews or networking events, share examples of how you've successfully managed workflows or prepared reports. This will highlight your fit for the role and impress potential employers.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner - Godalming
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualifications and any relevant experience that showcases your ability to manage workflows and communicate effectively with clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with the needs of the team. Don’t forget to mention your attention to detail and organisational skills!
Showcase Your Experience:In your application, be sure to provide examples of your previous work as a Paraplanner. Discuss how you've driven planning workflows or supported advisers in the past, as this will demonstrate your fit for the role.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific requirements of the Paraplanner role. Familiarise yourself with the latest compliance standards and be ready to discuss how you've applied your Level 4 qualifications in previous roles.
✨Showcase Your Experience
Prepare examples from your past work that highlight your ability to manage workflows, gather client data, and prepare financial analyses. Be ready to explain how you’ve championed good working practices and supported advisers in your previous positions.
✨Communicate Clearly
Since strong communication skills are essential, practice articulating your thoughts clearly and concisely. Whether it’s discussing technical support or client interactions, demonstrate your ability to convey complex information in an understandable way.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s processes, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
