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- Tasks: Support Financial Planners in creating financial strategies and client reports.
- Company: Chartered Financial Planning firm in Harpenden with a focus on team development.
- Benefits: Flexible home working, training support, and study leave for exams.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Must be Level 4 qualified with a passion for financial planning.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 28800 - 48000 £ per year.
We are currently recruiting for a Chartered Financial Planning firm based in Harpenden who are looking for a Paraplanner to join their team. This role can be flexible with home working. They look after over 160 Wealth Management Families and 50 financial planning and Investment strategy clients. They are serious about enabling our team to be the best they can be and will pay for all training towards exams and allow study leave where appropriate. All their advisers are Chartered Financial Planners as a minimum requirement and play an active role in the Paraplanning and adviser community.
The role of the Paraplanner is to support the Financial Planner(s) when informing and advising Clients on financial strategies, plans and products.
Key Contributions and Outputs:- Supporting the Financial Planner(s) in research and analysis to meet client needs and objectives.
- Supporting the Financial Planner(s) in preparing client financial plans and suitability reports.
- Attending client meetings supporting the Financial Planner(s) such as taking minutes, explaining technical details, form completion and follow up action points.
- To be a specialist (Go to person) for a specific business area.
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- Contributing to the smooth running of the paraplanning administrative function within the business.
- Working collaboratively with the Head of Paraplanning and Client Services Manager to develop and improve systems and processes where necessary, to help deliver the high standards expected of the clients.
- Where necessary, attend regular business meetings such as adviser, investment committee & support meetings.
The role holder is responsible for:
- The technical aspects of preparing for Client meetings, including:
- Preparing and compiling financial analysis data.
- Analysing Client data and preparing cash flow analyses.
- Preparing CGT and Chargeable Gains calculations.
- Researching products to support recommendations.
- Compiling financial planning recommendations and suitability reports to a high standard.
- Providing support for the Financial Planner(s).
- Ensuring that all regulatory and compliance standards are met.
- Liaising with product providers and other relevant third parties.
- Ensuring that all Client requirements are followed through to the appropriate conclusion.
You will have to be Level 4 qualified to be considered for this position.
Paraplanner - Harpenden employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Harpenden
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re all about supporting their team’s growth. Be ready to discuss how your skills can help them maintain their high standards and client satisfaction.
✨Tip Number 3
Show off your technical skills! Since the role involves a lot of analysis and compliance, be prepared to demonstrate your expertise in these areas. Bring examples of your past work or even do a mock analysis to impress the interviewers.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you’re serious about joining our team. Don’t miss out on this opportunity to become part of a supportive and dynamic environment!
We think you need these skills to ace Paraplanner - Harpenden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience and skills that match the job description, like your ability to support Financial Planners and your knowledge of financial strategies.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to the team. Mention your Level 4 qualification and any specific areas of expertise.
Showcase Your Technical Skills: Since the role involves technical aspects like preparing financial analysis data and cash flow analyses, make sure to showcase these skills in your application. Provide examples of how you've successfully handled similar tasks in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on financial planning concepts and the specific responsibilities of a Paraplanner. Familiarise yourself with key terms like cash flow analysis, CGT calculations, and suitability reports. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Team Spirit
Since this role involves supporting Financial Planners and collaborating with various teams, be ready to discuss your experience working in a team environment. Share examples of how you've contributed to team success and maintained strong internal relationships in previous roles.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and how they support their Paraplanners. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.
✨Demonstrate Compliance Awareness
Given the importance of compliance in this role, be prepared to discuss how you ensure that all work meets regulatory standards. Share any relevant experiences where you had to navigate compliance issues or maintain high standards in your previous positions.
