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- Tasks: Support Advisers in financial analysis and client communication.
- Company: Leading IFA firm in Liverpool with a dynamic team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Experience in financial planning and strong analytical skills.
- Other info: Opportunity to build relationships and enhance your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Bond Recruitment is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner to join their busy team. The role of the Paraplanner is to support the Adviser, Operations Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow.
Key Responsibilities
- Supporting the Adviser(s) in research and analysis to meet client needs and objectives
- Supporting the Adviser(s) in preparing client suitability and cash flow reports
- Help maintain business flow
- Managing the research and analysis of financial products to meet client requirements
- Managing the presentation of technical data to the Adviser(s)
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements
- Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team
Requirements
- The technical aspects of preparing for client meetings, including:
- Preparing and compiling financial analysis data
- Analysing client data and preparing cash flow analyses
- Researching products to support recommendations
- Compiling financial planning recommendations and suitability reports
- 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 reviews on behalf of the Adviser(s)
- Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
- Act as main point of contact and deal effectively with queries from clients through effective communication
- Establish and build strong relationships with clients and attend client meetings with adviser if required
- Organise future planning meetings with client
- Identify improvements to systems and work processes in the business
- Complaints handling and reports
- Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo
Please apply today and one of our consultants will be in touch to go through the details.
Requirements
- Independent Financial Advice
- Suitability Reports
- Financial Planning
- Pensions
- Investments
- IFA Administration
Paraplanner in England employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work with IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanner questions. We recommend role-playing with a friend or using online resources to get comfortable discussing financial strategies and compliance standards.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or cash flow analyses, to demonstrate your expertise during interviews. It’s all about proving you can hit the ground running!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial analysis, client communication, and any relevant qualifications. 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 the role and how you can support our Advisers. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since the role involves preparing financial analysis data and suitability reports, make sure to mention any specific tools or software you’re familiar with. We appreciate candidates who can hit the ground running!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Products
Make sure you brush up on the financial products relevant to the role. Understand how they work and be ready to discuss their benefits and drawbacks. This will show that you're not just familiar with the theory but can also apply it practically.
✨Prepare for Technical Questions
Expect questions about preparing suitability reports and cash flow analyses. Practise explaining your thought process and the steps you take when analysing client data. This will demonstrate your analytical skills and attention to detail.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to liaise with clients and advisers. Be prepared to discuss how you handle client queries and maintain relationships. Use examples from past experiences to illustrate your effective communication style.
✨Demonstrate Compliance Knowledge
Familiarise yourself with regulatory requirements and compliance standards in the financial sector. Be ready to discuss how you ensure that all business conducted meets these standards, as this is crucial for the role.
