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- Tasks: Support financial advisers by preparing reports and managing client communications.
- Company: Dynamic investment management firm focused on innovative financial solutions.
- Benefits: Gain qualifications support, competitive salary, and a collaborative work environment.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: Diploma in Financial Planning preferred; strong communication and organisational skills required.
- Other info: Opportunities for career growth and professional development in a supportive atmosphere.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for an Investment Management business that provides a comprehensive financial planning and discretionary management service to 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.
They are looking for a qualified Paraplanner to join their team; they would also consider someone who is 1 exam off becoming diploma qualified.
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'. This will include queries in connection with the client’s financial affairs. It will be important that the candidate obtains detailed knowledge on all clients for whom he/she is working to carry out these tasks.
- 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.
Paraplanner - Welwyn employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Welwyn
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in investment 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 technical knowledge. Make sure you can discuss financial products confidently and show how you can add value to the team. We want to see your passion for client service!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
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 take the initiative to connect directly with us.
We think you need these skills to ace 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 joining our team and how your background aligns with our values. Keep it concise but engaging – we love a good story!
Showcase 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, like Microsoft Office or Intelliflo. We appreciate candidates who are tech-savvy and ready to learn more!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of equity, pension, and life products. The company is looking for someone who understands these structures well, so be prepared to discuss them in detail during the interview.
✨Showcase Your Communication Skills
Since you'll be liaising directly with clients and supporting advisers, it's crucial to demonstrate your excellent communication skills. Practice articulating complex financial concepts in a simple way, as this will show your ability to connect with clients.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving abilities. Review compliance procedures and client file maintenance, as well as how to prepare reports and conduct research. Being able to answer these confidently will set you apart.
✨Demonstrate Your Organisational Skills
The role requires good planning and organisational skills, so be ready to discuss how you manage your workload and meet deadlines. Share examples from your past experiences where you've successfully juggled multiple tasks or projects.
