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- Tasks: Collaborate with Financial Advisers to prepare financial reports and recommendations.
- Company: Established Independent Financial Planners in Lytham Saint Annes.
- Benefits: Competitive salary, hybrid working, and opportunities for personal development.
- Why this job: Join a supportive team and make a real impact in clients' financial planning.
- Qualifications: Experience in financial services and strong report writing skills.
- Other info: Dynamic role with excellent career growth potential.
The predicted salary is between 24000 - 36000 £ per year.
Our client, a very well established and well respected firm of Independent Financial Planners based in Lytham are seeking an experienced Paraplanner to join their team on a hybrid basis. Working in collaboration with 5 Financial Advisers, Paraplanners and Administration, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client’s financial affairs, and preparing and maintaining client records. The role will involve promoting the company’s services in a professional and FCA compliant manner.
Core Duties and Responsibilities:
- Working in collaboration with Financial Advisers and other colleagues you will deal effectively with queries from clients and other parties through effective communication.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
- Working in collaboration with a client’s Financial Adviser you will collect and collate information and data about (and from) the client in accordance with the principle of ‘know your client’ and ensure all the required compliance documentation is present and correct.
- You will discuss with the Financial Adviser the client’s objectives, identifying and obtaining the information necessary to compile a financial planning report.
- Working in collaboration with the Financial Adviser you will assist to identify areas for planning and identify solutions suitable to meet the client’s needs and objectives.
- Working in collaboration with the Financial Adviser you will review the client’s investment portfolio, asset allocation, risk profile etc.
- You will obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- You will prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign.
- You may at times be required to assist and provide support with administrative functions, for example: new business processing, rebalances and organising future planning meetings with the client on behalf of the Financial Adviser.
- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
Team Support/Communication:
It is important that the Financial Advisors, Paraplanners and Administrators work well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Adviser is available. You will be expected to cover for colleagues who may be absent.
- Participate in all team communications (meetings/emails etc) to ensure a proactive and informative contribution is made.
- Make a positive contribution to support the team working collectively and consistently at all times through regular communication, sharing of information, job shadowing, on the job support etc.
Key Skills:
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Attention to detail and accuracy
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multi-task and prioritise effectively
- Good report writing skills
- Ability to work independently and in a team
Requirements Knowledge & Experience:
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
- Experience in writing complex and detailed reports for cases
- Ability to assess information, make comparisons and identify critical features
- Ability to acquire update and apply new skills and knowledge
- Set own goals and want to deliver agreed targets
- Proficient knowledge of Pensions and retirement planning, Investments, tax planning and regulation within the financial services industry.
IT Skills:
- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
- Experience in working with various pension and investment providers extranets.
Personal Skills:
- Communication, Team working, Professional integrity.
Flexibility:
The flexibility for and commitment to continual service development and improvement.
Training:
Ability to contribute and support the delivery of a training programme. Be able to work within defined business processes.
The Package:
Salary range £30,000 - £45,000 dependent on experience and qualifications.
Paraplanner in Lytham St Annes employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Lytham St Annes
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial planning processes and regulations. We recommend doing mock interviews with friends or using online resources to get comfortable discussing your skills and experiences.
✨Tip Number 3
Showcase your teamwork skills! Since this role involves collaborating with Financial Advisers and other colleagues, be ready to share examples of how you’ve successfully worked in a team before. We want to see that you can communicate effectively and support your peers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner in Lytham St Annes
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and report writing, as well as your ability to work collaboratively with Financial Advisers.
Showcase Your Skills: Don’t forget to emphasise your attention to detail and interpersonal skills. We want to see how you can effectively communicate and maintain good working relationships in a financial advice setting.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to see your key achievements and relevant experience at a glance.
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 without any hiccups!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning processes, pensions, and investment strategies. Be ready to discuss how you’ve applied this knowledge in previous roles, as it shows you’re not just familiar with the theory but can also put it into practice.
✨Showcase Your Team Spirit
Since collaboration is key in this role, prepare examples of how you've worked effectively within a team. Highlight any experiences where you supported colleagues or contributed to team success, as this will demonstrate your ability to fit into their team culture.
✨Master the Art of Communication
Effective communication is crucial for a Paraplanner. Think of specific instances where you’ve successfully communicated complex information to clients or colleagues. Practise articulating your thoughts clearly and concisely, as this will be vital during the interview.
✨Prepare for Practical Scenarios
Expect to tackle practical scenarios or case studies during the interview. Familiarise yourself with common client situations and think through how you would approach them. This will show that you can think on your feet and apply your knowledge in real-world contexts.