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- Tasks: Provide high-quality technical support and prepare bespoke suitability reports for clients.
- Company: Join a leading wealth management firm redefining financial advice since 2016.
- Benefits: Remote work, competitive salary, and all training costs covered by the company.
- Why this job: Make a real impact in clients' financial futures while working in a supportive team.
- Qualifications: At least 2 years of Paraplanning experience and Level 4 Diploma qualified or working towards.
- Other info: Enjoy a collaborative environment with excellent opportunities for continual learning.
The predicted salary is between 35000 - 40000 £ per year.
Salary - £35,000 - £40,000 depending on experience
Location – Remote
Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions.
They are currently recruiting an experienced Paraplanner to join their growing team on a remote basis. We will consider applicants based anywhere in the UK for this role.
The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners.
To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Requirements- At least 2 years in a Paraplanning role
- Level 4 Diploma Qualified or working towards
- A team player who enjoys a collaborative environment as well as ability to be self-motivated whilst remote working
- Highly industrious and pro-active approach with the ability to anticipate Adviser needs
- Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client’s best interests
- Highly positive and personable individual who can stay calm under pressure
- Open and approachable demeanour with solid communication skills
- High quality technical support
- Fund and product research & cash flow modelling
- Writing bespoke and compliant suitability reports
- Preparing client portfolio review analysis
- Overseeing the implementation of investments
- Liaising with team Administrators to ensure general client administration is kept up to date.
- Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.
- Carrying out all tasks in a manner consistent with compliance procedures.
- Preparation of existing client files ready for reviews.
- Ensuring all client files are compliant on an ongoing basis.
Paraplanner in Knutsford employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Knutsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and communication skills. Practice answering common questions about your experience and how you handle client needs. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position. We’re all about making the application process smooth and straightforward, so don’t miss out on the opportunity to join a fantastic team!
We think you need these skills to ace Paraplanner in Knutsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in financial services, and showcase any qualifications you have that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your communication skills and how you can contribute to the team’s success in delivering great financial advice.
Showcase Your Technical Skills: Since this role involves a lot of technical support and compliance, make sure to highlight your proficiency in these areas. Include examples of how you've successfully managed similar tasks in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry, especially around investments, pensions, and retirement solutions. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with both clients and advisers. Prepare examples of how you've successfully communicated complex information in the past. This could be through reports or during meetings—make it relatable!
✨Demonstrate Team Spirit
Even though this role is remote, teamwork is key. Be ready to share experiences where you've collaborated with others, whether in person or online. Highlight your ability to anticipate needs and support your team, as this will resonate well with the company's values.
✨Prepare for Compliance Questions
Since compliance is a big part of the role, expect questions about how you ensure adherence to regulations. Think of specific instances where you've maintained compliance in your previous roles and be prepared to discuss the processes you followed.
