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- Tasks: Support advisers and deliver top-notch client service in financial planning.
- Company: Boutique wealth management firm with a friendly team atmosphere.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a growing company and transition from paraplanning to advising.
- Qualifications: 2+ years as a Paraplanner and Diploma Level 4 in Financial Planning.
- Other info: Opportunity to train Junior Paraplanners and enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice based in Sutton who are looking to recruit an experienced Paraplanner. This is a great opportunity for a Paraplanner to make the move into advising. Due to expansion, an exciting position has become available for a qualified Paraplanner to join a friendly team based in West London.
If you have paraplanning experience, then this is a perfect opportunity to join a growing boutique wealth management company. Working closely with the advisers, you will be conversant in all pensions including Defined Benefits as well as EIS/VCT and other tax advantaged investments. Providing support throughout the advice process, you will ensure a first-class client service is delivered. You will interpret information obtained during client meetings, conduct research to provide solutions to meet their needs, prepare APTA/ TVC (using SelectaPension) and recommend an appropriate course of action in suitability reports.
You will manage the paraplanning process whilst supporting the advisers, and assist in the training of Junior Paraplanners as required. Other day to day duties will include dealing with queries, preparing existing client files for review, and ensuring compliance on an ongoing basis. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.
The ideal candidate will be:
- experienced as a Paraplanner - 2+ years’
- experienced in the Wealth Management Industry - 4+ years’
- Diploma Level 4 Qualified in Financial Planning
- Flexible, adaptable, client focussed individual with excellent attention to detail
- Ability to work independently and within a team
- Excellent verbal and written communication skills
Experienced Paraplanner/Trainee Adviser in Sutton employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Paraplanner/Trainee Adviser in Sutton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and tax-advantaged investments. We want you to shine when discussing your experience with Defined Benefits and EIS/VCT during those crucial conversations.
✨Tip Number 3
Showcase your skills! Bring along examples of your paraplanning work or suitability reports to interviews. This will demonstrate your attention to detail and ability to deliver first-class client service.
✨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 about their job search.
We think you need these skills to ace Experienced Paraplanner/Trainee Adviser in Sutton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications, like your Diploma Level 4 in Financial Planning. We want to see how you fit into our friendly team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background aligns with our needs. Be sure to mention your experience with pensions and tax-advantaged investments, as these are key for us.
Showcase Your Attention to Detail: In the financial planning world, attention to detail is crucial. When writing your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
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’re considered for the role. Plus, it shows you’re keen on joining our growing boutique wealth management company!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, EIS/VCT, and tax-advantaged investments. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past work as a Paraplanner. Think about times when you successfully supported advisers or managed the paraplanning process. This will help demonstrate your hands-on experience and problem-solving skills.
✨Practice Your Communication Skills
Since excellent verbal and written communication is key, practice explaining complex financial concepts in simple terms. You might even want to role-play with a friend to get comfortable discussing suitability reports and client interactions.
✨Be Ready for Compliance Questions
Given the importance of compliance in this role, be prepared to discuss how you've ensured compliance in your previous positions. Think about specific processes you followed and how you kept your product knowledge up to date.
