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Paraplanner - Farnborough
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Blakemore Recruitment
Paraplanner - Farnborough

Paraplanner - Farnborough

Farnborough Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: As a Paraplanner, you'll review client documents and prepare financial advice reports.
  • Company: Join a leading Financial Services organisation known for its supportive culture.
  • Benefits: Enjoy remote work options and opportunities for professional development.
  • Why this job: This role offers hands-on experience in financial planning and a chance to make a real impact.
  • Qualifications: Full Certificate in Financial Planning is essential; working towards FP Diploma is a plus.
  • Other info: You'll collaborate with consultants and have the chance to challenge and innovate.

The predicted salary is between 28800 - 43200 £ per year.

Blakemore Recruitment are proudly assisting a well established, leading Financial Services organisation seek their next Paraplanner to join their expanding team in Farnborough. This role allows for home working.

Job Purpose:

The Paraplanner will be responsible for:

  • Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines (OPAL) to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided. As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate.
  • Using research tools to ensure independent/holistic advice is provided to the client in line as requested by the Private Client Consultant.
  • Liaise with consultants plus third parties for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to enable the paraplanning activities to be performed in a timely and quality manner.
  • To prepare draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice.

    • Key Accountabilities;

  • To review and quality check private client fact-finds to ensure the information provided allows you to conduct fund and product research for the Consultants client.
  • To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To use own knowledge and expertise to construct a draft advice report where this falls outside of the templated reports/standard paragraphs, preparing a report for sign off by the Origen consultants.
  • To Obtain illustrations and Key Features Documents and associated documentation to support the recommendations set out in the recommendation report
  • Co-ordinate the issue of the final recommendation report and other documentation for client signature if deemed appropriate.
  • Update ORCID (our back office system) Enquiry Tracker, Paraplanning Worklog, with pending new business so this can be tracked to new business receipt.
  • Ensure all record keeping is maintained on OTIS (our document management system) ensuring documents are imported or scanned in a timely manner to support the sale.
  • Liaise with sales support staff where administrative support is required at pre-sales.
  • Liaise with consultants on a regular basis, challenging areas where missing or additional information required to support the client requirements.
  • Maintaining compliant files up to the point of sale.
  • To maintain both technical and market knowledge as appropriate to maintain CPD and demonstrate ability to analyse, research and document recommendations across the whole of market products.

    • Full Certificate in Financial Planning essential and working towards FP Diploma is desirable.

    Please get in touch if you believe this role is suitable for you.

    Paraplanner - Farnborough employer: Blakemore Recruitment

    Blakemore Recruitment offers an exceptional work environment for Paraplanners in Farnborough, combining the flexibility of home working with a supportive team culture that prioritises professional development. Employees benefit from comprehensive training opportunities and a commitment to maintaining high compliance standards, ensuring that you can thrive in your role while contributing to meaningful financial advice for clients.
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    Contact Detail:

    Blakemore Recruitment Recruiting Team

    View Blakemore Recruitment Profile

    StudySmarter Expert Advice 🤫

    We think this is how you could land Paraplanner - Farnborough

    ✨Tip Number 1

    Familiarise yourself with the OPAL compliance guidelines mentioned in the job description. Understanding these guidelines will help you demonstrate your ability to review client fact-finds effectively during the interview.

    ✨Tip Number 2

    Brush up on your knowledge of financial planning and the various products available in the market. Being able to discuss different options confidently will show your expertise and readiness for the role.

    ✨Tip Number 3

    Prepare to discuss your experience with drafting suitability reports. Think of specific examples where you’ve successfully created reports or challenged consultants, as this will highlight your practical skills.

    ✨Tip Number 4

    Network with professionals in the financial services industry, especially those who work as paraplanners. They can provide insights into the role and may even refer you to opportunities, including the one at StudySmarter.

    We think you need these skills to ace Paraplanner - Farnborough

    Financial Planning Knowledge
    Compliance Understanding
    Attention to Detail
    Research Skills
    Report Writing
    Communication Skills
    Analytical Skills
    Client Relationship Management
    Time Management
    Problem-Solving Skills
    Technical Proficiency in Financial Software
    Knowledge of Financial Products
    Ability to Challenge and Justify Recommendations
    Record Keeping and Documentation Skills

    Some tips for your application 🫡

    Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key accountabilities mentioned in the job description, such as reviewing client fact-finds and preparing draft suitability reports.

    Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your technical knowledge, compliance understanding, and any experience in financial planning or paraplanning.

    Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and the financial services industry. Mention specific examples of how your background makes you a suitable candidate for the position.

    Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented.

    How to prepare for a job interview at Blakemore Recruitment

    ✨Know Your Compliance Guidelines

    Familiarise yourself with the OPAL compliance guidelines before the interview. Being able to discuss how you would review client fact-finds and challenge consultants based on these guidelines will show your understanding of the role's requirements.

    ✨Demonstrate Research Skills

    Be prepared to talk about the research tools you have used in the past to provide independent advice. Highlight specific examples where your research led to successful outcomes for clients, showcasing your ability to deliver holistic financial planning.

    ✨Prepare for Technical Questions

    Since the role requires a strong technical knowledge, brush up on key financial products and market trends. Expect questions that test your understanding of these areas, and be ready to explain how you would apply this knowledge in drafting suitability reports.

    ✨Showcase Your Communication Skills

    As a Paraplanner, liaising with consultants and third parties is crucial. Prepare examples of how you've effectively communicated complex information in the past, and be ready to discuss how you would handle challenging conversations to ensure all client needs are met.

    Paraplanner - Farnborough
    Blakemore Recruitment
    Location: Farnborough
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