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- Tasks: Support financial advisers by preparing client reports and managing relationships.
- Company: Successful Financial Planning practice in Chertsey with a high-performing team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Two years' experience in Financial Services and diploma-level qualification preferred.
- Other info: Opportunity for growth in a detail-oriented and client-focused role.
The predicted salary is between 30000 - 48000 £ per year.
We are currently recruiting for a very successful Financial Planning practice based in Chertsey who are looking to recruit a Paraplanner. This role would be working with for a high performing adviser in the business.Responsibilities Provide technical, research and administrative support to develop suitable client recommendations Produce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients. Produce compliant and detailed Client Suitability Reports Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested. Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition. Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates. Key responsibilities include: Contacting prospects or clients toarrange meetings and update current information, gather necessary information from client so that a financial analysis can be completed Review the client’s financial statements, legal documents, and other data. Prepare summaries of: the client’s goals and objectives, the client’s present situation, the effect of their current arrangements on future circumstances using relevant financial planning tools Prepare detailed options for the Adviser to consider supporting the client’s financial planning objectives. Prepare calculations summarising the clients’ investment management needs, critical illness, disability and life insurance needs. Prepare proposals for the solution that the Adviser has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable. Competence / Knowledge / Skills required A minimum of two years’ experience in a similar role within Financial Services Diploma level qualified (or be very close to achieving this) Highly detail conscious Strong background in client and product administration Effective communication skills gained within a client facing role Knowledge and experience of the advice process and regulatory requirements Working knowledge of Investment platforms, their operation and processes. Experience of Intelliflo and CRM systems
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Paraplanner - Chertsey employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Chertsey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities for a Paraplanner. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss how you can support an adviser effectively and showcase your understanding of the advice process and regulatory requirements.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Check out our website for the latest job openings! We often have roles that might be a perfect match for your skills and experience. Applying directly through us can give you an edge, as we love to see candidates who are proactive!
We think you need these skills to ace Paraplanner - Chertsey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services, especially any technical and administrative support you've provided. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills: Since effective communication is key in this role, don’t forget to showcase your communication skills in your application. Share examples of how you've successfully interacted with clients or colleagues in a client-facing role.
Detail Your Experience: Be specific about your experience with client portfolio reviews and producing Client Suitability Reports. We love details, so include any relevant tools or systems you've used, like Intelliflo or CRM systems, to show us you're the right fit.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around client suitability reports and regulatory requirements. Familiarise yourself with the tools and platforms mentioned in the job description, like Intelliflo and CRM systems, so you can speak confidently about them.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your technical support skills and client relationship management. Think about times when you’ve produced detailed reports or handled client queries effectively, as these will resonate well with the interviewers.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to financial planning and how they support their advisers. This shows your genuine interest in the role and helps you understand if it’s the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice your responses. Focus on articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. This will help you feel more at ease during the actual interview.
