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For Companies At a Glance
- 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 team that values your input and offers a dynamic work environment.
- Qualifications: Minimum 2 years in Paraplanning; Diploma Level 4 qualified or working towards it.
- Other info: Ideal for outgoing individuals who thrive under pressure and enjoy teamwork.
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 be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include 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 and 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
Personal Requirements
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 - Amersham employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Amersham
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners. Attend local finance-related events or join online forums to connect with others in the field. This can help you gain insights and potentially get referrals for the position.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in Paraplanning, such as cash flow modelling software and compliance management systems. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in detail, focusing on how you've successfully supported advisers and managed client needs. Use specific examples that highlight your analytical skills and ability to produce compliant documentation.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all interactions, whether it's during networking or interviews. Practice explaining complex financial concepts in simple terms, as this is crucial for a Paraplanner role.
We think you need these skills to ace Paraplanner - Amersham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Paraplanning, especially the minimum of 2 years required. Emphasise your qualifications, particularly if you are working towards or have achieved Diploma Level 4.
Craft a Compelling Cover Letter: Write a cover letter that showcases your outgoing personality and strong communication skills. Mention specific experiences that demonstrate your ability to provide high-quality technical support and your knowledge of the financial services industry.
Showcase Technical Skills: In your application, highlight your proficiency with Microsoft Office, especially Excel and Word. Mention any analytical tools you are familiar with, as well as your numerical aptitude, which is crucial for this role.
Demonstrate Compliance Awareness: Include examples in your application that show your understanding of compliance procedures and how you have ensured client files are compliant in previous roles. This will reflect your attention to detail and commitment to quality.
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 in a clear and concise manner. You might be asked to explain how you would communicate with clients or advisers, so think of scenarios where you've successfully done this before.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, expect questions related to regulatory standards and procedures. Familiarise yourself with relevant compliance frameworks and be ready to discuss how you ensure adherence in your work.
✨Exhibit a Collaborative Mindset
This position requires teamwork, so be prepared to discuss how you work with others, especially in a remote setting. Share examples of how you've collaborated with advisers or administrators to achieve client objectives, highlighting your proactive approach.
