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For Companies At a Glance
- Tasks: Provide top-notch technical support and prepare detailed financial reports for clients.
- Company: Reputable Financial Planning practice in Welwyn with a client-focused approach.
- Benefits: Support for professional qualifications, competitive salary, and a collaborative team environment.
- Why this job: Join a passionate team and make a real difference in clients' financial lives.
- Qualifications: Diploma in Financial Planning preferred; strong communication and organisational skills required.
- Other info: Opportunity for career growth and learning in a dynamic financial services environment.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a highly regarded Financial Planning practice based in Welwyn who are looking for an experienced Paraplanner to join their team.
Background
The company provides comprehensive financial planning and discretionary management service to its clients. They provide investment advice, pension, protection, and holistic financial planning to both corporate and individual clients. They also offer a discretionary investment management service where they manage investments for clients. They have an experienced team from a range of professional backgrounds. They are passionate about client service and have a structured approach in ensuring they regularly communicate with clients so that financial planning remains a priority. They work closely with many financial institutions to provide innovative solutions, which will add value to their clients.
Duties and Responsibilities
- Provide a high level of technical support
- Ensure all compliance procedures and client files are maintained to a high standard
- Preparation and writing of reports for clients on financial planning matters
- Undertake research as required for specific projects, on providers and investments
- Obtaining quotations, valuations and other relevant literature to accompany client reports
- Preparation of packs for meetings with clients including investment valuations
- Provide tax packs
- Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems
- Liaising with Admin / Support to arrange Client review meetings where applicable
- Liaising directly with clients as the “assistant to the advisers”
- Preparing New Business checklists to pass to the Administration Department after checking Applications, anti-money laundering documents and illustrations before the business is placed for clients
- Update new Client Progress & Compliance and Monitoring sheet
- Undertake ad hoc projects as required
- Attend client meetings, when required, with advisers, and contribute to such meetings
- Attend and contribute to regular team meetings as required
- Cash flow planning
- Learning and using all applications required for the job including: Microsoft Office, Financial Express Analytics, Exchange, Intelliflo, Virtual Cabinet, Cashcalc Primary Platforms AEGON (Cofunds) and Fidelity FundsNetwork
Technical Knowledge and Qualifications
The successful candidate should be comfortable and understand the structure of equity, pension and life products and be willing to learn and understand more complex financial products. Technical knowledge is a pre-requisite. The candidate should have attained the Diploma in Financial Planning and working towards becoming Chartered is encouraged but not a requirement for this role. Support in attaining qualifications is provided.
Key skills and personal attributes
- Good planning and organisational skills
- Supervisory and coaching skills
- Capable of demonstrating influencing and leadership skills
- Excellent communication skills
- Attention to detail
- Honesty, integrity and ability to maintain good working relationships are key attributes
- Focused and responsive to the need to deliver a high quality of service
- Capable of working in a team and independently with the ability to manage own workload
- Good time management skills and ability to work under pressure to meet specific deadlines
- Articulate, well presented and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining the highest degree of integrity and confidentiality.
Experienced Paraplanner - Welwyn employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Paraplanner - Welwyn
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is gold in the job hunt.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss equity, pension, and life products. The more you know, the better you'll impress during those crucial conversations!
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed client portfolios or handled compliance procedures in the past. This will demonstrate your ability to maintain high standards, which is key for a Paraplanner.
✨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, it shows you're serious about joining the team and ready to contribute to their client-focused approach.
We think you need these skills to ace Experienced Paraplanner - Welwyn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience in financial planning, compliance, and client communication. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Technical Skills: Since this role requires a solid understanding of financial products and software, make sure to mention any relevant tools you've used. If you're familiar with Microsoft Office or financial analytics platforms, let us know!
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 team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge about financial products, especially equity, pensions, and life products. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information in the past, as this will demonstrate your ability to maintain good working relationships.
✨Demonstrate Attention to Detail
Bring along examples of reports or projects you've worked on that required meticulous attention to detail. Highlighting your organisational skills and how you ensure compliance will resonate well with the interviewers.
✨Prepare Questions
Have a few thoughtful questions ready about the company’s approach to client service or their investment strategies. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
