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- Tasks: Join a dynamic team as a Paraplanner, crafting detailed financial reports and supporting advisers.
- Company: Blakemore Recruitment is a leading financial planning practice in Henley-on-Thames.
- Benefits: Enjoy a collaborative work environment with opportunities for professional development and study support.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your expertise.
- Qualifications: Level 4 Diploma in Financial Planning and at least 5 years of experience in the industry required.
- Other info: This role offers a chance to lead and innovate within a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.
Main Purpose of the Role:
- To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
- To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
- To provide support to the adviser team on technical matters
Duties and Responsibilities:
- Production of new business reports and recommendations
- Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis
- Liaise with Business Administration for any additional information required
- Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
- Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
Skills and Knowledge Requirements:
- Willingness to undertake study
- Ability to manage own workload and work within a small team
- Knowledge of business processes, standards, policies and procedures
- Experience within the Financial Services Industry
- Exceptional communication skills at all levels
- Excellent organisational skills
- Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
- Ability to work under pressure at times
- Provide leadership for the team
- Ideally at leastyno 5 years’ experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers
- Produce Technical Bulletins for website and client emails
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Paraplanner - Henley-on-Thames employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Henley-on-Thames
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners. Attend local finance-related events or join online forums to connect with others and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the specific software and tools mentioned in the job description, such as Adviser Office and Pulse dealing systems. Consider taking online courses or tutorials to enhance your skills in these areas.
✨Tip Number 3
Prepare for potential interviews by practising how to explain complex financial concepts clearly and concisely. This will demonstrate your exceptional communication skills, which are crucial for the role.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services industry. This knowledge will not only help you in your role but also show your commitment to continuous learning, which is highly valued by employers.
We think you need these skills to ace Paraplanner - Henley-on-Thames
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and relevant paraplanning experience. Use specific examples from your past roles that demonstrate your ability to produce compliant reports and support advisers.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience in the financial services industry and how it aligns with the responsibilities of the Paraplanner position.
Showcase Technical Skills: Emphasise your proficiency in Microsoft Word, Excel, and any other relevant software like Adviser Office. Provide examples of how you've used these tools to enhance your work in previous roles.
Highlight Communication Abilities: Since exceptional communication skills are crucial for this role, include instances where you've effectively communicated complex information to clients or team members. This will demonstrate your capability to write comprehensive suitability reports.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial planning and compliance. Brush up on the key regulations and best practices in the industry, and be prepared to discuss how you've applied this knowledge in your previous roles.
✨Showcase Your Report Writing Skills
Since writing comprehensive suitability reports is a core part of the role, be ready to talk about your experience in producing these documents. Highlight any specific examples where your reports have positively impacted client decisions or adviser recommendations.
✨Demonstrate Team Collaboration
This position requires working closely with advisers and other teams. Be prepared to share examples of how you've successfully collaborated in the past, especially in managing workloads and supporting team members during busy periods.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the Paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
