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- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Join a rapidly expanding national IFA brand in a friendly team environment.
- Benefits: Enjoy 25 days holiday, e-discounts, and a flexible work-life balance.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial advice and strong communication skills are essential.
- Other info: Dynamic role with opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Paraplanner to join their Uckfield Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Job Responsibilities
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners 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 our 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.
Requirements
- 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.
Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave.
- E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
Requirements
- Independent Financial Advice Suitability Reports
- Financial Planning
- Pensions
- Investments
- IFA Administration
Paraplanner in Uckfield employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Uckfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector 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 Planners in the past and how you can bring value to their team. Practice common interview questions with a friend to boost your confidence!
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight your ability to manage workloads and maintain accurate client records. Share examples of how you've successfully juggled multiple tasks while ensuring compliance with industry guidelines.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for the perfect Paraplanner position. Plus, you'll be one step closer to joining a fantastic team that values your skills and experience.
We think you need these skills to ace Paraplanner in Uckfield
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 this is what we’re really looking for. Show us how your skills align with our needs!
Showcase Your Communication Skills: Since outstanding communication is key for this role, don’t shy away from demonstrating your ability to produce clear and concise business correspondence. Proofread your application to ensure it’s free from errors – we love attention to detail!
Be Professional Yet Friendly: We’re after someone who can maintain a professional demeanor while being approachable. Let your personality shine through in your application, but keep it relevant to the role. We want to see the real you!
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application promptly and gives you a chance to explore more about us and the role!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Products
Make sure you brush up on the latest financial products and legislation before your interview. Being able to discuss these confidently will show that you're not just a candidate, but someone who is genuinely interested in the field and ready to support the Planners effectively.
✨Master Report Writing
Since writing Financial Planning Reports is a key part of the role, practice summarising complex information clearly and concisely. Bring examples of your previous work or be prepared to discuss how you would approach report writing during the interview.
✨Showcase Your Communication Skills
Outstanding communication is crucial for this role. Be ready to demonstrate your ability to communicate effectively at all levels. You might even want to prepare a few scenarios where you've successfully handled client queries or collaborated with team members.
✨Demonstrate Organisational Skills
The ability to manage and prioritise workloads is essential. Think of specific examples from your past experience where you successfully juggled multiple tasks or adapted to changes. This will help illustrate your organisational skills and flexibility to the interviewers.
