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- Tasks: Join our team as a Paraplanner, supporting advisers and managing client requests.
- Company: Blakemore Recruitment is a dynamic financial planning practice in Bishops Stortford.
- Benefits: Enjoy flexible work with one WFH day per week and a supportive team environment.
- Why this job: Gain hands-on experience in finance while working in a collaborative and innovative culture.
- Qualifications: Must have proven paraplanning experience and be Level 4 Diploma qualified or close to achieving.
- Other info: Full-time role with opportunities for growth and development in the financial sector.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice based in Bishops Stortford who are looking to recruit a Paraplanner.
Location: Bishops Stortford (Office based, post probation – 1 wfh day per week)
Hours: Full-time (Mon-Fri) 9am – 5:30pm
Overview
The paraplanning team consists of paraplanners, administration staff and trainee advisers. Some of the team are split into pods (smaller sub-teams) and others have a centrallised approach to work items. Administrators within the team fall into the centrallised position, to assist with work which falls across all pods. Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Main Paraplanning & Administration Responsibilities:
• Liaising d
irectly with dedicated advisers and having daily update meetings for all cases
• Providing technical support to others within the team and assisting advisers with technical queries and calculations
• Compiling research for new business cases
• Drafting suitability reports ready for adviser sign-off
• Processing client requests, such as withdrawals and contributions
• Building cashflow analysis in preparation for client meetings
• Liaising with clients by phone, email and post on all queries
• Attending client meetings as and when necessary
——–
• Generating cover letters, one pagers and other client facing documents
• Printing and pre-populating any supporting documents required for review meetings
• Answering the phone and dealing with queries as and when they arise
• Ensure all paperwork is scanned to file appropriately, categorised and subcategorised
• Using workflows to track new business cases on iO
• Updating iO with new fact find information
• Processing LoAs / chasing policy information with providers
• Sending out monthly valuations to clients
• Ensuring compliance documents are in date and on iO
Skill Set
• Proven paraplanning experience
• Level 4 Diploma qualified or close to achieving this (R01–R06)
• Strong technical knowledge of financial products and services
• Effective leadership and mentoring abilities
• Excellent communication and interpersonal skills
• High attention to detail and ability to manage workloads effectively
• Honest, reliable, trustworthy and must act with discretion and integrity
Paraplanner - Bishops Stortford employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Bishops Stortford
✨Tip Number 1
Network with professionals in the financial planning 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 into the role and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the specific software and tools used in paraplanning, such as iO. Being able to demonstrate your proficiency with these tools during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare for potential interview questions by reviewing common scenarios that paraplanners face. Think about how you would handle client queries or technical challenges, and be ready to discuss your problem-solving approach.
✨Tip Number 4
Showcase your attention to detail by preparing a portfolio of relevant work, such as sample suitability reports or cashflow analyses. This will not only highlight your skills but also demonstrate your commitment to quality in your work.
We think you need these skills to ace Paraplanner - Bishops Stortford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as the Level 4 Diploma. Use specific examples that demonstrate your technical knowledge of financial products and services.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your skills and experiences align with the role, particularly your ability to support advisers and manage client queries.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, consider including examples in your application that demonstrate your interpersonal skills. Mention any experience you have in liaising with clients or working within a team.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Attention to detail is essential in this role, so ensure your application reflects that quality.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. Be prepared to discuss how these products can benefit clients, as this will demonstrate your technical knowledge and suitability for the role.
✨Showcase Your Paraplanning Experience
Be ready to share specific examples from your previous paraplanning roles. Highlight your responsibilities, the challenges you faced, and how you overcame them. This will help the interviewers see your practical experience in action.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Brush up on key concepts related to cashflow analysis, suitability reports, and compliance documents to show that you're well-prepared.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly and confidently. Good communication is key, so be sure to convey your ideas effectively during the interview.
