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- Tasks: Support Financial Advisers by writing reports and conducting product research.
- Company: Join a national firm of Independent Financial Advisers in Chesham.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial advice and strong report writing skills are essential.
- Other info: Dynamic role with opportunities to learn and adapt in a fast-paced environment.
The predicted salary is between 28800 - 43200 £ per year.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Chesham offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research on clients existing and potential arrangements. After assessing these against the clients financial objectives, you will produce timely and compliant Financial Planning Reports.
Specific Responsibilities:
- Writing Financial Planning Reports that Advisers present to clients
- Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
- Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day to day queries
- Arranging for plans to be submitted to provider companies
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Preparation of client review packs
- Illustration requests
- Keep up to date with financial products and legislation
- Comply with all company and industry guidelines, rules and regulations
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable
Key requirements are:
- Experience in a Financial Advice firm and Paraplanner/report writing skills is essential
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job
- A reliable individual who has the ability to manage and prioritise workloads
- Outstanding communication skills at all levels
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
- Analytical and problem-solving skills
- Experience of working as part of a team
- Excellent organisational and multi-tasking abilities are essential
- Flexibility/adaptability to cope with change
- Confident with IT and office software packages Word, Excel, PowerPoint
Paraplanner employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance 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 interviews by brushing up on your technical knowledge and client service skills. Be ready to discuss how you've supported advisers in the past and share examples of your report writing prowess. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored opportunities that suit your skills as a Paraplanner. We’ve got your back!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner
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 advice and report writing, as these are key for us. Show how your skills align with what we’re looking for!
Showcase Your Communication Skills: Since outstanding communication is a must-have, don’t shy away from demonstrating this in your application. Use clear and concise language, and make sure to proofread for any errors. We love attention to detail!
Highlight Your Research Abilities: As a Paraplanner, conducting detailed research is crucial. In your application, mention specific examples of how you’ve successfully researched financial products or client needs in the past. This will show us you’re up for the challenge!
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. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around products and legislation. Being able to discuss recent changes or trends in the industry will show that you're not just a candidate, but someone who is genuinely interested and informed.
✨Showcase Your Report Writing Skills
Since writing Financial Planning Reports is a key part of the role, prepare a few examples of your previous work. Be ready to discuss your approach to report writing and how you ensure accuracy and compliance in your documents.
✨Demonstrate Your Client Service Skills
Think of specific instances where you've provided excellent client service. Be prepared to share these stories during the interview, highlighting your communication skills and ability to handle queries effectively.
✨Be Organised and Ready to Multi-task
The role requires excellent organisational skills, so come prepared with examples of how you've managed multiple tasks or projects in the past. This will help demonstrate your ability to prioritise workloads and adapt to changing situations.
