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- Tasks: Support Financial Advisers by producing client reports and conducting research.
- Company: Join a dynamic Financial Planning company in St. Albans.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a team that values initiative and offers impactful financial solutions.
- Qualifications: Must have A Levels, GCSE English and Maths, and be Level 4 Diploma qualified or pursuing it.
- Other info: Ideal for those with five years office experience, including two in a similar role.
The predicted salary is between 28800 - 43200 £ per year.
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We are currently recruiting for a Financial Planning company based in who are looking to recruit a Paraplanner to join their team. They are looking for someone who has good Paraplanning experience and has completed or working towards the Level 4 Diploma.
The main purpose of this role is to provide technical administrative support to Financial Advisers.
Main Activities:
- To produce accurate compliant client reports for Financial Advisers
- Conduct relevant and compliant research for new business and collate into areadable summary for the adviser
- Processing of investment, pension and protection new business andfollowing the case through to completion
- Collate and upload all relevant correspondence to our True Potential backoffice system to submit cases for compliance checking
- Type letters and draft routine correspondence
- Maintain all necessary systems
- Calculate any tax liabilities when the scenario arises during anyrecommendation
- Familiar with Word and Excel
- Report writing skills
- Good team worker
- Good written and verbal communication skills
- Highly organised and able to multi-task
- Able to exercise initiative
- Experience in True Potential, FE Analytics and Cash Calc where possible
Qualifications:
- Essential – Educated to GCE ‘A’ Level, GCSE English, GCSE Maths
- Level 4 Diploma qualified or working towards
Experience:
- Five years office experience including at least two years in a similarrole/working environment
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Paraplanner - St.Albans employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - St.Albans
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. Attend local finance-related events or join online forums to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the tools mentioned in the job description, such as True Potential, FE Analytics, and Cash Calc. Consider taking online tutorials or courses to enhance your skills in these platforms, as this will make you a more attractive candidate.
✨Tip Number 3
Prepare for potential interviews by practising common Paraplanner interview questions. Focus on demonstrating your technical knowledge and ability to support Financial Advisers effectively, as well as your organisational skills and attention to detail.
✨Tip Number 4
Showcase your report writing skills by creating sample reports based on hypothetical scenarios. This will not only help you practice but also provide tangible examples to discuss during interviews, highlighting your ability to produce compliant and accurate documentation.
We think you need these skills to ace Paraplanner - St.Albans
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and qualifications required for the Paraplanner position. Tailor your application to highlight your relevant experience and skills.
Highlight Relevant Experience: In your CV and cover letter, emphasise your Paraplanning experience and any qualifications you have, such as the Level 4 Diploma. Provide specific examples of your previous work that demonstrate your ability to produce client reports and conduct research.
Showcase Technical Skills: Mention your proficiency in tools like Word, Excel, True Potential, FE Analytics, and Cash Calc. If you have experience with report writing or processing investment and pension cases, be sure to include that in your application.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also conveys your enthusiasm for the role. Discuss why you want to work for this financial planning company and how you can contribute to their team.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous paraplanning roles in detail. Highlight specific projects or tasks you've completed that demonstrate your technical skills and understanding of financial planning.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in this role, be ready to explain how you ensure that reports and research are compliant. Familiarise yourself with relevant regulations and be prepared to discuss how you apply them in your work.
✨Highlight Your Technical Skills
Make sure to mention your proficiency in tools like True Potential, FE Analytics, and Cash Calc. If you have experience with Word and Excel, provide examples of how you've used these tools to enhance your productivity.
✨Prepare for Teamwork Questions
As a paraplanner, you'll need to work closely with financial advisers. Be ready to share examples of how you've successfully collaborated with others in the past, showcasing your communication skills and ability to multi-task.
