At a Glance
- Tasks: Prepare financial reports and support advisers in client meetings.
- Company: Join a dynamic financial planning practice in Chingford.
- Benefits: Attractive salary, employee benefits, and career progression opportunities.
- Other info: Opportunity for partnership involvement and professional growth.
- Why this job: Step into a rewarding career in financial advice with high net worth clients.
- Qualifications: Level 4 qualified with strong communication and report writing skills.
The predicted salary is between 30000 - 40000 £ per year.
We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner who is ready to take that next step into Financial Advice. Must be Level 4 qualified.
Purpose
- To provide financial planning reports for clients following adviser client meetings.
- To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff.
Main functions
- Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst.
- To write-up comprehensive financial planning reports as agreed with adviser.
- Obtain KFIs, product information and provider application forms for adviser for new business.
- To deal with client enquiries and respond in a professional and courteous manner.
- To maintain and update client information on back office systems.
Detailed tasks and requirements
- Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting.
- Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken.
- Make appointments with clients for adviser.
- Attend client meetings with adviser and take notes.
- Update back office systems.
Other key tasks
- Provide technical information on policies and plans to clients and team members as required in writing.
Knowledge and experience
- Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools.
- High technical knowledge of financial services products and financial markets.
- Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax.
Qualifications
- Minimum A level education, preferably University degree.
- Diploma in financial services, preferably working to or achieved chartered.
- Highly proficient on word and excel.
Key Skills/attributes
- Clear and articulate verbal communication skills.
- Highly motivated to succeed.
- Strong ability with written grammar.
- Good telephone manner.
- Smart and professional presentation.
- Ability to work in a small team.
Opportunity
This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
Paraplanner/Trainee Financial Adviser in London employer: Blakemore Recruitment
Join a dynamic Financial Planning practice in Chingford, where we prioritise employee growth and development. As a Paraplanner/Trainee Financial Adviser, you will benefit from a supportive work culture that encourages progression to adviser roles, with the potential for partnership involvement. Our attractive remuneration package and commitment to high-quality service for our high net worth clients make us an excellent employer for those seeking meaningful and rewarding careers in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner/Trainee Financial Adviser in London
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend local events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your Level 4 qualifications and any relevant experience. We want to see how you can bring value to their team, so prepare some examples of your work and be ready to discuss them.
✨Practice Makes Perfect
Before any interviews, practice your responses to common questions in the financial planning field. We recommend doing mock interviews with friends or family to build your confidence. The more prepared you are, the better you’ll perform!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us can give you an edge, as we’re always looking for passionate candidates who are ready to take the next step in their careers. Let’s get you that dream job!
We think you need these skills to ace Paraplanner/Trainee Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 qualification and any relevant financial planning experience to show us you're the right fit for the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you want to transition into a Financial Adviser role and how your background as a Paraplanner makes you a great candidate. Keep it professional but let your personality come through!
Showcase Your Technical Skills:Since we’re looking for someone with strong technical knowledge, be sure to mention your experience with back office systems like IRESS and any software tools you've used for financial planning. This will help us see your capability right away.
Apply Through Our Website:We encourage you to apply directly through our website. 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 Financial Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're ready for the role and can handle high net worth clients.
✨Prepare Your Reports
Since you'll be writing financial planning reports, practice drafting a few sample reports based on hypothetical client scenarios. This will not only help you get comfortable with the format but also demonstrate your writing skills during the interview.
✨Familiarise Yourself with Software
Get to grips with back office systems like IRESS and any cashflow planning tools mentioned in the job description. Showing that you're tech-savvy and can navigate these systems will give you an edge over other candidates.
✨Practice Your Communication Skills
Since clear communication is key in this role, practice articulating your thoughts clearly and professionally. You might even want to do a mock interview with a friend to refine your verbal and written communication skills before the big day.
