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For Companies At a Glance
- Tasks: Support advisers by managing client queries and preparing meeting agendas.
- Company: Join a highly regarded IFA practice known for its supportive culture.
- Benefits: Enjoy a competitive salary of £50,000+ and opportunities for career development.
- Why this job: Make a real impact in a reputable firm while developing your skills.
- Qualifications: IT literacy and good communication skills are essential; experience with specific programmes is a plus.
- Other info: This role offers a chance to grow within a dynamic team.
The predicted salary is between 40000 - 60000 £ per year.
Job Description
Location: Hitchin
Salary: c£50,000+ Benefits
We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries
The Paraplanner’s role is to provide a high level of support to the advisers in their position of advising the clients. The main duties of this role are as follows:
As a paraplanner you would:
- Book client meetings
- Prepare agendas for meetings, identifying areas the adviser should discuss with the client
- Could come to meetings on occasion but not common
- Complete post meeting work, top ups, withdrawals, changes to income whatever is required
- Yearly bed and ISAs
- Keep on top of DFM investment rebalances and info clients of these
- Contacting providers to gain information on policies we then prosed to transfer or switch
- Creating reports for withdrawals or suitability reports for new sales
- Client facing role so good manner with clients essential, both phone and email
- IT literate including outlook, word, excel
- Use of specific programmes we use would be a plus i.e. intelliflo office and planning, wrap providers such as Transact, Quilter, James Hay, Curtis Banks, Standard Life, Selectapension/Defaqto/Engage/FE Analytics research
This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.
Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, such as Intelliflo and various wrap providers. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Brush up on your client communication skills, both over the phone and via email. Since this role is client-facing, showcasing your ability to engage professionally and empathetically with clients can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with financial products and investment strategies during the interview. Being able to articulate your knowledge in these areas will show that you are well-equipped to support advisers effectively.
✨Tip Number 4
Network with current or former paraplanners to gain insights into the role and the company culture. This can provide you with valuable information that you can use to tailor your approach and questions during the interview process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities of a paraplanner. Highlight key skills such as client communication, IT literacy, and familiarity with specific programmes mentioned.
Tailor Your CV: Customise your CV to reflect relevant experience and skills that align with the paraplanner role. Emphasise any previous experience in client-facing roles and your proficiency with software like Intelliflo or similar.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention how your skills and experiences make you a great fit for the paraplanning team and how you can contribute to their success.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Blakemore Recruitment
✨Know the Company
Before your interview, take some time to research the IFA practice. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Demonstrate Client Communication Skills
Since the role involves client interaction, be prepared to discuss your experience in handling client queries. Share examples of how you've effectively communicated with clients in the past, both over the phone and via email.
✨Familiarise Yourself with Relevant Software
The job mentions specific programmes like Intelliflo and various wrap providers. If you have experience with these or similar tools, highlight it during the interview. If not, express your willingness to learn quickly.
✨Prepare for Technical Questions
Expect questions related to paraplanning tasks such as preparing meeting agendas, creating reports, and managing investment rebalances. Brush up on these topics so you can confidently discuss your knowledge and experience.
