Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by preparing reports and liaising with clients daily.
- Company: Join a leading wealth management firm dedicated to enhancing clients' financial prosperity.
- Benefits: Enjoy a professional environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team that values quality, precision, and client satisfaction.
- Qualifications: Must hold a Diploma and possess excellent communication and organisational skills.
- Other info: Ideal for motivated individuals who thrive under pressure and seek to innovate.
The predicted salary is between 28800 - 48000 £ per year.
We are currently recruiting for a Wealth Management company in Loughton that are looking for a Paraplanner. They are a financial planning and wealth management practice providing a high level consultancy and tailored service to high net worth clients and families. By delivering a thorough review of their financial affairs and using a complete range of wealth management and financial planning services, our goal is to protect and enhance their long term prosperity.
They are now looking to recruit a Paraplanner working with and reporting directly to the business owner/wealth adviser, who can work efficiently, accurately and compliantly within a highly professional environment. You should be qualified at Diploma level.
Core job purpose:To provide comprehensive technical report writing and administration support in an efficient and compliant manner, focussing on quality and high standards at all times.
Main Responsibilities:- Liaising with clients and various stakeholders of the Practice on a daily basis.
- Supporting the advice process:
- New and existing client meeting preparation.
- Constructing the initial client advice report.
- Liaising with technical specialists and the clients when required.
- Preparing applications and associated paperwork to implement the advice.
- Producing the final client report and recommendations compliantly.
- Use of Voyant cash modelling.
- Keeping up to date on all new industry specific regulations to support the advice process.
- Excellent written communication skills - essential.
- You are well spoken and have excellent telephone skills.
- Strong time management, organisation and prioritisation skills.
- Attention to detail with absolute precision.
- Professional, friendly and approachable manner to clients, colleagues and providers.
- Highly motivated and able to work off own intuition.
- Able to work to strict deadlines and with conflicting demands without compromising quality.
- Ability to identify and solve problems so they don’t become problems.
- Ability to think outside the box to continually improve upon systems and client experience.
Paraplanner - Loughton employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Loughton
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the wealth management sector.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners or wealth advisers. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since the role requires excellent communication, consider role-playing client interactions or writing sample reports to showcase your abilities.
✨Tip Number 4
Research the company thoroughly before your interview. Understanding their values, services, and client base will allow you to tailor your responses and show how you can contribute to their success.
We think you need these skills to ace Paraplanner - Loughton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Diploma level and any relevant experience in financial planning or wealth management. Emphasise your excellent written communication skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ability to work efficiently and accurately in a professional environment, and provide examples of how you've successfully managed conflicting demands in the past.
Showcase Relevant Experience: In your application, include specific examples of your previous work that demonstrate your skills in report writing, client liaison, and compliance. Highlight any experience with cash modelling or familiarity with industry regulations.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Communication Skills
As a Paraplanner, excellent written and verbal communication skills are essential. Be prepared to demonstrate your ability to articulate complex financial concepts clearly and concisely during the interview.
✨Highlight Your Attention to Detail
Given the nature of the role, attention to detail is crucial. Use examples from your past experiences where your precision made a significant impact on the outcome of a project or client interaction.
✨Demonstrate Your Problem-Solving Abilities
Employers value candidates who can think critically and solve problems effectively. Prepare to discuss specific instances where you identified potential issues and implemented solutions proactively.
✨Familiarise Yourself with Industry Regulations
Stay updated on the latest financial regulations and compliance standards relevant to wealth management. Showing that you are knowledgeable about current industry trends will impress your interviewers.
