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- Tasks: Support financial planners in advising clients on strategies and products.
- Company: Join a professional firm focused on high-net-worth clients.
- Benefits: Opportunities for growth, study support, and a collaborative team environment.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Knowledge of financial products and strong communication skills required.
- Other info: Dynamic role with a focus on continuous learning and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner - London, Hertfordshire and Surrey
The Role: to support the Partner and Financial Planners when informing and advising clients on financial strategies, plans and products.
Key Requirements and Skills:
- Thorough knowledge of product research and analytical tools
- Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
- An understanding of FCA regulations and guidelines relating to financial services clients
- Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally
- Good communication skills (written and verbal) that are effective and meet business needs
- Ability to prioritise and organise own workload
- Ability to work under pressure and to deadlines
- IT skills commensurate with computer packages used including detailed understanding and use of Enable (our CRM tool)
- Accuracy of work and attention to detail
- CII Diploma and must be willing to study and pass 2 exams a year until you achieve CII Chartered Financial Planner status
Key Responsibilities:
- The technical aspects of preparing for client meetings, including:
- Preparing and compiling financial analysis - asking Technical Assistants to obtain data as required
- Analysing client data and preparing cash flow analyses
- Researching products to support recommendations
- Compiling financial planning recommendations and suitability reports
- Providing support for the Client Partner and Financial Planner
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording and monitoring client annual reviews on behalf of the Client Partner and Financial Planner(s)
- Prepare all relevant paperwork for client meetings - with help of Technical Assistant where appropriate
- Assisting the Technical Manager with annual technical reviews of services and products
- Prepare O&M reports for more complex cases, request and check Technical Assistant to do straightforward cases
- Pension contribution checks including carry forward
- Produce correspondence to clients, providers and third parties as appropriate, in an efficient and professional manner
- Represent the business at client meetings and BDM meetings as required
- Keep up to date with market conditions and the strengths and weaknesses of competitors to support effective decision making
- Attending Investment Committee and taking minutes for circulation
- Draft Your Financial Plan and review with Client Partner
- Draft complex suitability letters to be approved by Financial Planner and instruct Support Assistants and approve straightforward suitability letters
- Point of contact for clients
- Promoting the profile of the business within the profession and wider communities
This is an excellent opportunity to join a highly professional business who deal with HNW clients. They believe in staff development and assist in helping to develop your knowledge and skills and will push for you to become Chartered.
Technical Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. Think about how your skills align with the role and be ready to share examples of your past experiences. We want you to shine, so rehearse until you feel confident!
✨Tip Number 3
Showcase your knowledge of FCA regulations and financial products during interviews. This is your chance to demonstrate your expertise and commitment to staying updated. We love candidates who are proactive about their learning!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to grow and develop their careers with us.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your knowledge of product research, FCA regulations, and any relevant IT skills. We want to see how you can support our team effectively!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Technical Paraplanner with us. Mention your willingness to learn and develop, as well as your communication skills that meet our business needs.
Showcase Your Attention to Detail: Accuracy is key in this role, so make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work and pay attention to the little things!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of 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 knowledge of financial products and the analytical tools you'll be using. Familiarise yourself with FCA regulations and guidelines, as these are crucial in the role of a Technical Paraplanner.
✨Show Off Your Team Spirit
Since this role involves working closely with Financial Planners and other team members, be ready to demonstrate your teamwork skills. Share examples of how you've effectively collaborated in the past and how you can support others in achieving their goals.
✨Communicate Clearly
Good communication is key! Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might even want to prepare a few questions to ask during the interview to show your engagement and understanding of the business needs.
✨Stay Organised Under Pressure
The ability to prioritise and manage your workload is essential. Be prepared to discuss how you handle tight deadlines and high-pressure situations. Sharing specific examples will help illustrate your organisational skills and attention to detail.