At a Glance
- Tasks: Support financial planners by conducting research and producing detailed reports for clients.
- Company: Join a dynamic financial practice focused on delivering high-quality advice.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for growth and training in a supportive team atmosphere.
- Why this job: Make a real impact in clients' financial journeys while honing your technical skills.
- Qualifications: Experience in paraplanning or technical support with strong report writing skills.
The predicted salary is between 40000 - 50000 £ per year.
This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients.
You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Key Responsibilities- Technical Support
- Conduct research across pensions, investments, protection and estate planning solutions
- Prepare and write clear, compliant and client-focused suitability reports
- Analyse existing client arrangements and identify planning opportunities
- Assist advisers with technical queries and financial planning strategies
- Case Ownership
- Assist in managing cases from beginning to end, alongside the advisers and administration team
- Work closely with the administration team to ensure applications are processed accurately
- Monitor progress of business submitted and liaise with providers where necessary
- Ensure all client files and back-office systems are fully updated
- Prepare cashflow models using Voyant
- Provide analysis with use of Financial Express Analytics
- Assist with client meeting preparation and post-meeting actions
- Produce illustrations, product comparisons and supporting documentation
- Work closely with advisers, administration staff and practice manager
- Help maintain a smooth workflow between advice, paraplanning and administration
- Contribute to improving processes and efficiencies within the practice
We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have:
- Experience working in a Paraplanning or Technical Adviser Support role
- Strong suitability report writing skills
- Good knowledge of pensions, investments, protection and estate planning
- St. James’s Place experience preferable, but not essential as training can be provided
- Experience with Voyant is desired
- Excellent attention to detail and organisational skills
- You will need to be self‑motivated and have the ability to manage multiple cases and deadlines effectively
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Senior Paraplanner: Technical Research & Case Leadership in Farnham employer: Burgh Recruitment
Join a dynamic and supportive team where your expertise as a Senior Paraplanner will be valued and nurtured. Our company fosters a collaborative work culture that prioritises employee growth, offering ongoing training and development opportunities to enhance your skills in financial planning. Located in a vibrant area, we provide a stimulating environment that encourages innovation and excellence, making it an ideal place for professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner: Technical Research & Case Leadership in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and estate planning confidently. We recommend practising common interview questions with a friend or even in front of the mirror to nail that delivery!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific cases where you’ve provided technical support or produced compliant reports. We want to see how you’ve made an impact in your previous roles!
✨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. Let’s get you that Senior Paraplanner role!
We think you need these skills to ace Senior Paraplanner: Technical Research & Case Leadership in Farnham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially any technical expertise you have in pensions, investments, and estate planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed cases or produced high-quality reports in the past.
Show Off Your Attention to Detail:Since attention to detail is key in this role, ensure your application is free from typos and errors. A well-structured application will demonstrate your commitment to quality right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. This way, you can ensure your application reaches us quickly and efficiently, and you'll be one step closer to joining our team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Technical Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and estate planning solutions. Be ready to discuss specific examples from your past experience where you've successfully conducted research or provided technical support.
✨Showcase Your Report Writing Skills
Prepare to demonstrate your ability to write clear and compliant suitability reports. Bring along samples of your previous work if possible, and be ready to explain your thought process behind them.
✨Understand the Client Journey
Familiarise yourself with the full client journey in financial planning. Be prepared to discuss how you would manage cases from start to finish and how you would liaise with both advisers and the administration team to ensure a smooth workflow.
✨Ask Insightful Questions
Prepare some thoughtful questions about the practice and its processes. This shows your genuine interest in the role and helps you understand how you can contribute to improving efficiencies within the team.
