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- Tasks: Support a team of IFAs by providing technical expertise and bespoke financial solutions.
- Company: Dynamic financial planning practice in Milton Keynes with a supportive team culture.
- Benefits: Competitive salary, professional development opportunities, and a collaborative work environment.
- Why this job: Join a passionate team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Paraplanner with strong report writing and communication skills.
- Other info: Opportunity for career growth and to work with a friendly, dedicated team.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking for a Senior Paraplanner to support their team of successful IFAs.
Role
- To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers.
- Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning.
- Advanced technical report writing.
- Dealing with wrap platforms and product providers to obtain information about existing and potential investments.
- Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives.
- Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process.
- Undertake reviews of client portfolios and compile annual suitability reports.
- Use FE Analytics to research and analyse fund performance, volatility and risk.
- Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings.
- Carry out tax calculations to ensure correct advice is given, where appropriate.
- Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process.
- Handle client queries and help service existing clients on a daily basis.
- Maintain awareness of legislative changes and product developments by undertaking suitable CPD activities, attending seminars/workshops.
Ideal candidate
- Previous industry experience as a Paraplanner with technical report writing experience within an IFA firm.
- At least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be an advantage, along with working towards Chartered status.
- Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions, retirement solutions, protection and IHT planning.
- Experience of wrap platforms and main tax wrappers.
- Excellent written/verbal communication skills, as well as organisation skills.
- Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
- Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals.
- Able to use own initiative and has a 'can do' work ethic.
- Ability to cope well in a busy working environment and manage own case load.
Senior Paraplanner in Milton Keynes employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Milton Keynes
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend local events, seminars, or workshops to meet potential employers and other professionals. Remember, it’s all about who you know!
✨Show Off Your Skills
When you get the chance to chat with someone from the company, don’t hold back! Share your experience with technical report writing and your knowledge of wrap platforms. Let them see how you can add value to their team.
✨Prepare for Interviews
Do your homework on the company and its IFA team. Be ready to discuss how your previous experience aligns with their needs. Practise common interview questions and think about how you can demonstrate your 'can do' work ethic.
✨Apply Through Our Website
Don’t forget to 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 reach out directly.
We think you need these skills to ace Senior Paraplanner in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in technical report writing and your knowledge of financial services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the job description, especially your work with IFAs and client portfolios.
Show Off Your Technical Skills: Since this role involves advanced technical support, make sure to showcase your proficiency with wrap platforms and your ability to conduct in-depth product research. We love seeing candidates who can hit the ground running!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial services, especially around investments, pensions, and tax wrappers. Being able to discuss these topics confidently will show that you're well-prepared and understand the role of a Senior Paraplanner.
✨Showcase Your Report Writing Skills
Since advanced technical report writing is a key part of the job, bring examples of your previous work or be ready to discuss your writing process. This will demonstrate your ability to produce high-quality reports that meet client needs.
✨Research the Company
Take some time to learn about the Financial Planning practice you're interviewing with. Understanding their approach to client solutions and any recent news can help you tailor your answers and show genuine interest in the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle specific situations, including portfolio reviews and tax calculations. This will highlight your problem-solving skills and ability to provide tailored advice.
