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- Tasks: Collaborate with financial planners to create tailored financial plans and recommendations.
- Company: Join a dynamic team focused on delivering quality financial planning services.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals while developing your skills.
- Qualifications: Experience in financial planning or paraplanning is preferred; strong analytical skills are a must.
- Other info: This role offers a chance to work closely with industry experts and enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
Role: Senior Paraplanner Position Overview As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients. You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value. Key Responsibilities As a member of the paraplanning team, you will work collaboratively with the financial planners. Responsibilities include: Financial Planner Support: Providing support to the financial planners in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Reviewing Client Needs: Working closely with the financial planners to review client information from fact finds, meeting notes and existing records to gain a good understanding of the client profile, needs and objectives. Research: Undertaking relevant research and gathering supporting documentation and application paperwork for the advice. Financial Plans: In collaboration with financial planners, constructing high-quality financial plans for clients in a timely manner, ensuring their accuracy, compliance and adherence to industry regulations and internal standards. Quality Assurance: Ensuring client files contain all required d…
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
Familiarize yourself with the latest financial planning regulations and compliance standards. This knowledge will not only help you in your role but also demonstrate to us that you're proactive and serious about delivering quality service.
✨Tip Number 2
Network with current paraplanners and financial planners to gain insights into their daily tasks and challenges. This can provide you with valuable information that you can leverage during interviews to show your understanding of the role.
✨Tip Number 3
Brush up on your research skills, especially in gathering and analyzing financial data. Being able to quickly and accurately compile information will set you apart as a candidate who can hit the ground running.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully collaborated with financial planners in the past. Highlighting your teamwork skills will show us that you can effectively contribute to our paraplanning team.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities of a Senior Paraplanner. Highlight your experience in supporting financial planners and your ability to analyze client needs in your application.
Tailor Your CV: Customize your CV to reflect relevant experience in paraplanning, financial analysis, and compliance. Use specific examples that demonstrate your skills in researching solutions and writing recommendations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your collaborative approach. Mention how your previous experiences align with the key responsibilities outlined in the job description.
Highlight Compliance Knowledge: Emphasize your understanding of industry regulations and compliance standards in your application. This is crucial for the role, so provide examples of how you've ensured adherence to these in past positions.
How to prepare for a job interview at Blakemore Recruitment
✨Understand the Role
Make sure you have a clear understanding of the Senior Paraplanner role. Familiarize yourself with the responsibilities, especially how you will support financial planners and ensure compliance in your recommendations.
✨Showcase Your Research Skills
Be prepared to discuss your research methodologies. Highlight any tools or techniques you use to gather information and how you ensure that your recommendations are tailored and compliant.
✨Demonstrate Collaboration
Since this role involves working closely with financial planners, be ready to share examples of how you've successfully collaborated in the past. Emphasize your teamwork skills and how you contribute to achieving client outcomes.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to analyze a client's needs or create a mock financial plan. Practice articulating your thought process and decision-making steps clearly.
