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- Tasks: Prepare client files, implement recommendations, and support financial advisers.
- Company: Dynamic financial planning practice near Witney with a focus on comprehensive wealth management.
- Benefits: Hybrid working model, professional development, and a supportive team environment.
- Why this job: Join a team that makes a real difference in clients' financial lives while growing your skills.
- Qualifications: 2+ years paraplanning experience and proficiency in relevant financial software.
- Other info: Opportunity for career growth and involvement in innovative financial solutions.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice near Witney who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs.
They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future. They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams.
The role would include:
- Preparing and maintaining client files
- Preparing and implementing recommendations
- Ensuring all compliance paperwork is present
- Due diligence associated to the investment committee
- Assisting in providing technical support
- Coaching of team members
- Writing reports based on client’s requirements
- Being a point of reference for advisers
- Consistently researching and reviewing market products available
The ideal candidate:
- Minimum of 2 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
- Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)
- Excellent organisational skills
- Ability to work on own initiative and plan own workload
- Thorough understanding of all compliance regulations
- Good decision-making skills
- Use initiative based on the findings of their research
- Level 4 Diploma qualified or near to completing
- Supervisory experience would be beneficial
- Adaptable and happy to take on new challenges
- Interest/experience in Financial Services Marketing/blog writing (preferred)
- Interest/experience in Later Life Financial Advice / Planning (preferred)
Paraplanner - Witney employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Witney
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like the one in Witney. A friendly chat can sometimes lead to a referral, which is often the golden ticket to landing that job.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance regulations and market products. The more you know, the more confident you'll feel when discussing your experience and how it aligns with the role of a Paraplanner.
✨Tip Number 3
Showcase your skills! If you've got experience with tools like Intelligent Office or CashCalc, make sure to highlight that in conversations. Being able to demonstrate your technical know-how can set you apart from other candidates.
✨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, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner - Witney
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing Annual Reviews and Recommendation Reports, and don’t forget to mention your familiarity with systems like Intelligent Office and CashCalc. 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 your background makes you a great fit for our team. Be sure to mention any relevant experience or qualifications that align with the job description.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to highlight your understanding of compliance regulations in your application. We want to know how you’ve navigated these in your previous roles and how you can bring that expertise to our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly, and you’ll be able to keep track of your application status easily. Don’t miss out on this opportunity!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Familiarise yourself with the tools mentioned in the job description, like Intelligent Office and CashCalc. Being able to discuss these systems confidently will show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in preparing Annual Reviews and Recommendation Reports. Think about challenges you've faced and how you overcame them, as this will demonstrate your problem-solving skills and ability to work independently.
✨Understand Compliance Inside Out
Since compliance is a big part of the role, make sure you can talk about relevant regulations and how you've adhered to them in your previous positions. This will reassure the interviewers that you take compliance seriously and understand its importance in financial services.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the company's approach to client relationships or how they support their paraplanners in professional development. It shows you're genuinely interested in the role and the company.
