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For Companies At a Glance
- Tasks: Support financial advisers by writing quality reports and managing client information.
- Company: Reputable IFA practice known for its supportive team environment.
- Benefits: Competitive salary up to £55,000 plus additional benefits.
- Why this job: Join a respected firm and make a real impact in the financial sector.
- Qualifications: Experience in paraplanning and strong organisational skills required.
- Other info: Great career development opportunities in a dynamic workplace.
The predicted salary is between 39600 - 66000 £ per year.
Job Description
Location: Bedford
Salary: Up to £55,000+ Benefits
We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanner has the responsibility of being the key cog in the report writing process of the the firm and you will be responsible for the quality of the reports that go to the advisers
As a paraplanner you would:
- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Collate and evaluate client policy/investment/pension
- Writing suitability reports
- Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
- Create and maintain client files and enter details onto back-office database
- Liaise with Trainee Paraplanners
- Submitting Business on internal and external systems
- Create and maintain client files and enter details onto back office database
- Submitting Business on internal and external systems
- Prepare paperwork
- New business processing and submission to Business Quality
- Liaise with a range of stakeholders from compliance department to various external providers
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products
This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.
Senior Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in paraplanning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and paraplanning processes. We recommend practising common interview questions with a mate to boost your confidence and ensure you shine when it counts.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best reports and any relevant projects you've worked on. This will give potential employers a clear idea of what you bring to the table and how you can contribute to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and eager to join our team!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with report writing, managing client information, and liaising with various stakeholders. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your cover letter, don’t just list your qualifications; showcase your skills! Talk about your experience with financial products and any software you’ve used, like Select A Pension or FE Analytics. This will help us see how you can fit into our team.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so make sure your points are easy to understand. Avoid jargon unless it’s relevant to the role!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Familiarise yourself with tools like Select A Pension and FE Analytics, as being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare examples of your previous work. Bring along a sample suitability report or discuss how you've improved report quality in past roles. This will demonstrate your attention to detail and ability to communicate complex information clearly.
✨Prepare for Stakeholder Interaction
You'll be liaising with various stakeholders, so think about how you can showcase your communication skills. Prepare examples of how you've successfully managed relationships with advisers or external providers in the past, highlighting your ability to keep everyone informed and engaged.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the types of clients they work with, or how they measure success in the paraplanning role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
