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For Companies At a Glance
- Tasks: Support Financial Planners by preparing client recommendations and ensuring compliance.
- Company: Leading IFA practice in Alderley Edge, Cheshire, known for its supportive culture.
- Benefits: Competitive salary, professional development, and opportunities for local training.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Understanding of financial planning and strong report-writing skills required.
- Other info: Office-based role with some local travel for training and presentations.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire. The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.
General accountabilities
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
- Comply with the relevant compliance, FTC, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
- Follow closely the Centralised Investment Proposition (CIP) and other advice guidelines.
- Follow the Advice Process at all times.
- Detailed knowledge and understanding of compliance procedures.
- Liaise with clients in a compliant manner as detailed within the firmâs compliance manual.
- Keep up-to-date with all relevant product, legislative and technical changes.
- Provide support to Advisers in completing non-client facing tasks involved in preparing and administrating any recommendations being made to a client.
- Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD).
Specific accountabilities
- Ensure all client files are compliant on an ongoing basis.
- Collate all quantitative detailed information required to support any recommendation.
- Ensure all relevant paperwork held within a client file is present, relevant and compliant.
- Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives, client attitude to risk and client capacity for loss.
- Ensure all appropriate âknow your clientâ information has been obtained and can be demonstrated within the relevant client file.
- Prepare relevant documentation and comparisons to be reviewed with the Adviser.
- Prepare suitability reports in accordance with the agreed recommendations.
- Identify and discuss areas for further client financial planning with the Adviser.
- Develop a proficiency in the use and interpretation of cash-flow modelling tools.
Research accountabilities
- Undertake the relevant research to identify suitable solutions to meet a clientsâ objectives.
- Annual research and associated due diligence to review and support the Centralised investment proposition, analysing and reviewing funds on the Panel.
- Pension Transfer Analysis.
- Off-platform research.
- Provider product meetings & compiling due diligence and research reports on new products.
- Communicating with providers regarding clients existing plans.
Essential
- An appreciation and understanding of the Financial Planning process.
- Broad knowledge and enthusiasm for financial services world.
- A high level of technical knowledge about the financial products and services in the market.
- An ability to work within agreed business processes.
- An ability to achieve agreed outcomes without supervision working within agreed timescales.
- Prioritise and plan own workload.
- An eye for detail and thirst for accurate report-writing.
- Excellent interâpersonal skills, both written and verbal.
- Excellent IT skills and report-writing skills.
- Ability to work independently and in a team.
The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations.
Requirements
- Independent Financial Advice
- Suitability Reports
- Financial Planning
- Pensions
- Investments
- IFA Administration
Paraplanner in Alderley Edge employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Paraplanner in Alderley Edge
â¨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 donât be shy about reaching out on LinkedIn. We all know that sometimes itâs not just what you know, but who you know!
â¨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and compliance. We want you to show them that youâre not just another candidate, but someone who genuinely aligns with their mission and can contribute to their success.
â¨Tip Number 3
Practice your interview skills! Grab a friend or family member and do some mock interviews. Focus on articulating your understanding of the financial planning process and your technical knowledge. We want you to feel confident and ready to impress when the real deal comes along.
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Letâs get you that Paraplanner role!
We think you need these skills to ace Paraplanner in Alderley Edge
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, compliance, and report writing. 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 services and how you can support our Financial Planners. Keep it concise but engaging â we love a good story!
Showcase Your Technical Skills: Since this role requires a high level of technical knowledge, make sure to mention any relevant tools or software you've used. If you've got experience with cash-flow modelling tools, shout about it!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you donât miss out on any important updates from us!
How to prepare for a job interview at Bond Recruitment
â¨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Familiarise yourself with the Financial Services and Markets Act 2000 and FCA rules, as well as the Centralised Investment Proposition. Being able to discuss these confidently will show that you're serious about the role.
â¨Showcase Your Compliance Knowledge
Since compliance is a big part of the Paraplanner role, be prepared to discuss how you've adhered to compliance procedures in previous positions. Bring examples of how you've ensured client files are compliant and how you stay updated with relevant legislation.
â¨Demonstrate Your Research Skills
Research is key for a Paraplanner, so come ready to talk about your experience with due diligence and analysis. Share specific instances where your research led to successful recommendations or solutions for clients, highlighting your analytical skills.
â¨Communicate Effectively
Excellent interpersonal skills are essential, so practice articulating your thoughts clearly. Be ready to discuss how you liaise with advisers and clients, and provide examples of how you've effectively communicated complex information in a straightforward manner.
