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- Tasks: Support financial advisers with research, report writing, and client portfolio analysis.
- Company: Join a boutique financial planning firm in Amersham known for its collaborative culture.
- Benefits: Enjoy fantastic perks, including remote work options and career progression opportunities.
- Why this job: Be part of a respected company that values your input and offers a dynamic work environment.
- Qualifications: Minimum 2 years in Paraplanning; Diploma Level 4 qualified preferred.
- Other info: Ideal for proactive team players who thrive under pressure and enjoy client interaction.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a boutique financial planning firm in Amersham who are looking to recruit a Paraplanner. The position will be suitable for someone who has a minimum of 2 years of background in Paraplanning, and working towards or at Diploma Level 4 Qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.
To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Your key responsibilities will include:
- Provision of high quality technical support
- Good standard of literacy, written grammar and numeracy
- Fund and product research
- Writing bespoke and compliant suitability reports
- Preparing client portfolio review analysis
- Reviewing letters
- Overseeing the implementation of investments
- Cash flow modelling
- Attendance at client meetings
- Liaising with team Administrators to ensure general client administration is kept up to date
You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude.
Main Tasks and Responsibilities:
- Receiving instructions during debriefings from advisers following client meetings
- Interpreting data obtained by advisers during client meetings
- Analysing data and using research tools to provide solutions to meet client needs and objectives
- Providing records to support research undertaken
- Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
- Carrying out all tasks in a manner consistent with compliance procedures
- Preparation of existing client files ready for reviews
- Ensuring all client files are compliant on an ongoing basis
- All business related administrative duties
Personal Requirements:
- A team player who enjoys a collaborative environment as well as the ability to be self-motivated whilst remote working
- Highly industrious and pro-active approach with the ability to anticipate Adviser needs
- Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client’s best interests
- Highly positive and personable individual who can stay calm under pressure
- Open and approachable demeanour with solid communication skills
This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!
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
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Paraplanners and financial advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in financial services. Being knowledgeable about analytical tools and software used in the industry will not only boost your confidence but also demonstrate your commitment to staying updated.
✨Tip Number 3
Prepare for potential interviews by practising common Paraplanner scenarios. Think about how you would handle specific client situations or compliance issues, as this will showcase your problem-solving skills and understanding of the role.
✨Tip Number 4
Showcase your communication skills by engaging in discussions about financial topics on social media platforms like LinkedIn. Sharing your insights can help you build a professional presence and attract attention from recruiters in the financial planning sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Paraplanning. Emphasise your qualifications, particularly if you are working towards or have achieved Diploma Level 4. Include specific examples of your technical support and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and enthusiasm for the role. Mention your background in the financial services industry and how it aligns with the responsibilities outlined in the job description. Be sure to express your motivation to contribute to the firm's success.
Showcase Relevant Skills: In your application, highlight your proficiency with Microsoft Office, especially Excel and Word. Discuss your analytical skills and experience with fund and product research, as well as your ability to write compliant suitability reports.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any grammatical errors or typos. A polished application reflects your attention to detail, which is crucial in the Paraplanning role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial services, particularly in areas like investments, pensions, and trusts. Be prepared to discuss specific examples from your past experience that demonstrate your technical skills and knowledge.
✨Demonstrate Strong Communication Skills
As a Paraplanner, effective communication is key. Practice articulating complex financial concepts clearly and concisely. You might even want to prepare a few scenarios where you successfully communicated with clients or team members.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to answer questions about how you ensure adherence to regulations and procedures. Think of examples where you maintained compliance in your previous roles.
✨Exhibit a Collaborative Mindset
This position requires teamwork, so be prepared to discuss how you work well with others. Share experiences where you collaborated with advisers or administrators to achieve client objectives, highlighting your proactive approach.
