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- Tasks: Assist financial advisers with research and prepare client reports.
- Company: Join a dynamic financial planning practice in Teddington.
- Benefits: Enjoy potential hybrid work options after initial training and a supportive team environment.
- Why this job: Gain valuable experience in finance while contributing to clients' financial success.
- Qualifications: Must have at least 1 year of paraplanning experience and a Diploma qualification.
- Other info: Office-based role with potential for remote work; driving required if not local.
The predicted salary is between 30000 - 42000 £ per year.
We are currently recruiting for a Financial Planning practice in Teddington who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, FE Analytics, Genovo report writing software and cashflow modelling software.
The paraplanners work with advisers assisting them with research, client facing work and preparing suitability reports. The administration team look after new business processing and managing annual reviews.
They are based in Hillingdon and therefore, if someone doesn’t live locally, they would need to be a car driver. They are looking for someone who is happy to be office based and they would consider a Hybrid model after a period of time, with a maximum of 2 days working at home.
Tasks
Job Standards
Paraplanner - Teddington employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Teddington
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as iO, FE Analytics, and Genovo. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in Teddington or nearby areas. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss your previous paraplanning experience in detail. Be ready to share specific examples of how you've assisted advisers, prepared reports, or conducted client communications, as this will demonstrate your capability and fit for the role.
✨Tip Number 4
Show your enthusiasm for the role by researching the company and its values. During any conversations or interviews, mention how your personal values align with theirs, which can help you stand out as a passionate candidate.
We think you need these skills to ace Paraplanner - Teddington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications, such as your Diploma level 4. Include specific examples of your work with financial products and any software you are familiar with, like iO or FE Analytics.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your experience in preparing suitability reports and your ability to communicate effectively with clients.
Highlight Relevant Skills: In your application, emphasise your IT skills, particularly with Word, Excel, and Outlook. Discuss your analytical capabilities and how you've used them in previous roles to improve efficiency in client case preparation.
Show Enthusiasm for the Role: Express your eagerness to work in an office-based environment and your willingness to adapt to a hybrid model after some time. This shows that you are flexible and committed to being part of the team.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Paraplanning Experience
Make sure to highlight your paraplanning experience during the interview. Discuss specific projects or tasks you've handled, especially those that involved preparing suitability reports or conducting due diligence on financial products.
✨Familiarise Yourself with Relevant Software
If you have experience with iO, FE Analytics, Genovo, or cashflow modelling software, be prepared to discuss how you've used these tools in your previous roles. If you're not familiar with them, do a bit of research to understand their functions and benefits.
✨Demonstrate Strong Communication Skills
As a paraplanner, you'll need to communicate effectively with clients and advisers. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully communicated complex information in the past.
✨Emphasise Teamwork and Initiative
This role requires collaboration with advisers and other team members. Share examples of how you've worked as part of a team and taken the initiative in your previous positions. Highlight your ability to manage your time effectively and contribute to improving processes.
