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- Tasks: Join our team as a Paraplanner, preparing client files and implementing financial recommendations.
- Company: We are a leading Financial Planning practice in Northampton, offering integrated financial and tax advice.
- Benefits: Enjoy hybrid working options, travel to our Worthing office for team meetings, and gain valuable experience.
- Why this job: Be part of a dynamic team that helps clients achieve their financial goals while developing your skills.
- Qualifications: Minimum 2 years' paraplanning experience and Level 4 Diploma qualified or nearing completion required.
- Other info: Supervisory experience and interest in financial services marketing are preferred.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice in Northhampton who are looking to recruit a Paraplanner to join their team.
The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution.
They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs.
They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.
They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams.
The role would include:
- Preparing and maintaining client files
- Preparing and implementing recommendations
- Ensuring all compliance paperwork is present
- Due diligence associated to the investment committee
- Assisting in providing technical support
- Coaching of team members
- Writing reports based on client’s requirements
- Being a point of reference for advisers
- Consistently researching and reviewing market products available
The ideal candidate:
- Minimum of 2 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
- Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)
- Excellent organisational skills
- Ability to work on own initiative and plan own workload
- Thorough understanding of all compliance regulations
- Good decision-making skills
- Use initiative based on the findings of their research
- Level 4 Diploma qualified or near to completing
- Supervisory experience would be beneficial
- Adaptable and happy to take on new challenges
- Interest/experience in Financial Services Marketing/blog writing (preferred)
- Interest/experience in Later Life Financial Advice / Planning (preferred)
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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 finance-related events or join online forums to connect with current paraplanners and financial advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the software mentioned in the job description, such as Intelligent Office and CashCalc. Consider taking online courses or tutorials to enhance your skills, as being proficient in these tools can set you apart from other candidates.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial services. Subscribe to industry newsletters or follow relevant blogs to demonstrate your commitment to continuous learning during interviews.
✨Tip Number 4
Prepare to discuss your experience with compliance regulations and how you've applied them in previous roles. Be ready to provide specific examples that showcase your understanding and ability to navigate complex compliance issues.
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 as a Paraplanner. Focus on your skills in preparing Annual Reviews and Recommendation Reports, and mention any specific software you have used, such as Intelligent Office or CashCalc.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their focus on comprehensive wealth management solutions and your ability to work closely with financial advisers.
Showcase Your Compliance Knowledge: Since compliance is crucial in this role, emphasise your understanding of compliance regulations in your application. Provide examples of how you've ensured compliance in previous roles.
Highlight Your Research Skills: Mention your ability to research and review market products effectively. This is key for the role, so provide examples of how your research has contributed to successful client outcomes in the past.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Make sure to highlight your minimum of 2 years' experience in a paraplanning role. Be prepared to discuss specific examples of Annual Reviews and Recommendation Reports you've prepared, as this will demonstrate your capability and familiarity with the tasks required.
✨Familiarity with Tools
Since the company uses Intelligent Office, CashCalc, Genovo, and FE Analytics, it's crucial to express your proficiency with these or similar systems. If you have experience with any of these tools, be ready to share how you've used them effectively in your previous roles.
✨Understand Compliance Regulations
A thorough understanding of compliance regulations is essential for this role. Brush up on relevant regulations and be prepared to discuss how you've ensured compliance in your past work, as this will show your attention to detail and commitment to best practices.
✨Demonstrate Adaptability
The job description mentions the need for adaptability and taking on new challenges. Think of examples from your past where you've successfully adapted to changes or taken on new responsibilities, and be ready to share these during the interview.
