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- Tasks: Support a team of IFAs by providing technical and administrative assistance in financial planning.
- Company: Chartered Financial Planning practice in Saffron Walden with a supportive team culture.
- Benefits: Competitive salary, professional development opportunities, and a collaborative work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Previous Paraplanning experience and Diploma Level 4 qualification required.
- Other info: Ideal for those who thrive in a busy environment and enjoy teamwork.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Chartered Financial Planning practice in Saffron Walden who are looking for a Senior Paraplanner to support their team of successful IFAs. They are looking for someone to run a pod of 1 adviser and 1 administrator.
Role
- To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers.
- Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning.
- Advanced technical report writing.
- Dealing with wrap platforms and product providers to obtain information about existing and potential investments.
- Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives.
- Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process.
- Undertake reviews of client portfolios and compile annual suitability reports.
- Use FE Analytics to research and analyse fund performance, volatility and risk.
- Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings.
- Carry out tax calculations to ensure correct advice is given, where appropriate.
- Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process.
- Handle client queries and help service existing clients on a daily basis.
- Maintain awareness of legislative changes and product developments by undertaking suitable CPD activities, attending seminars/workshops.
Ideal candidate
- Previous industry experience as a Paraplanner with technical report writing experience within an IFA firm.
- At least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be an advantage, along with working towards Chartered status.
- Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions, retirement solutions, protection and IHT planning.
- Experience of wrap platforms and main tax wrappers.
- Excellent written/verbal communication skills, as well as organisation skills.
- Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
- Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals.
- Able to use own initiative and has a 'can do' work ethic.
- Ability to cope well in a busy working environment and manage own case load.
Experienced Paraplanner in Saffron Walden employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Paraplanner in Saffron Walden
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about openings at firms like the one in Saffron Walden. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you’ll be dealing with complex financial products and client needs, make sure you can confidently discuss your experience with wrap platforms and report writing. We want you to shine!
✨Tip Number 3
Showcase your skills through practical examples. When you get the chance to speak with potential employers, share specific instances where you’ve successfully supported advisers or tackled challenging client queries. This will help them see how you fit into their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you that Senior Paraplanner role!
We think you need these skills to ace Experienced Paraplanner in Saffron Walden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical report writing and paraplanning experience, as well as any qualifications like Diploma Level 4. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Paraplanner role. Mention your experience with IFA teams and your ability to handle client queries. Let us know what makes you tick!
Showcase Your Technical Skills: Since this role involves advanced technical support, be sure to mention your familiarity with wrap platforms, product providers, and financial planning reports. We love candidates who can demonstrate their knowledge of the financial services industry!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial services, especially around investments, pensions, and tax wrappers. Be ready to discuss specific products and strategies you've worked with, as this will show your expertise and confidence.
✨Showcase Your Report Writing Skills
Since advanced technical report writing is a key part of the role, prepare examples of reports you've written in the past. Highlight how you tailored these reports to meet client needs and how they contributed to successful outcomes.
✨Demonstrate Team Spirit
This role involves working closely with advisers and administrators, so be prepared to talk about your experience in a team setting. Share examples of how you've supported colleagues and contributed to a positive team environment.
✨Stay Current
Keep yourself updated on the latest legislative changes and product developments in the financial sector. Mention any recent CPD activities or seminars you've attended, as this shows your commitment to professional growth and staying informed.
