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- Tasks: Support financial planners by conducting research and producing detailed reports.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, training opportunities, and a chance to work with high-net-worth clients.
- Other info: Dynamic team environment with excellent career growth potential.
- Why this job: Make a real impact in financial planning while developing your technical skills.
- Qualifications: Experience in paraplanning or technical support, strong report writing skills.
The predicted salary is between 45000 - 45000 £ 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
About You: 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
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful.
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.
Technical Advisor in Surrey employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Advisor in Surrey
✨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. You never know who might have a lead on that perfect Technical Advisor role!
✨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 your delivery.
✨Tip Number 3
Showcase your skills through a portfolio! If you’ve got examples of suitability reports or case studies, bring them along to interviews. This will demonstrate your expertise and attention to detail, making you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search. So, get those applications in and let’s land you that Technical Advisor gig!
We think you need these skills to ace Technical Advisor in Surrey
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in paraplanning and technical support. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant expertise!
Show Off Your Attention to Detail: Since this role requires producing compliant financial planning reports, it’s crucial to demonstrate your attention to detail. We recommend double-checking your application for any typos or errors before hitting send – it shows you care!
Be Clear and Concise: When writing your suitability reports or any part of your application, clarity is key. We appreciate straightforward communication, so keep your language simple and to the point while still being professional.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll receive a confirmation email once you’ve submitted, so you know we’ve got it!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and estate planning. The interviewers will likely ask you technical questions, so being well-versed in these areas will show that you're the right fit for the Technical Advisor role.
✨Showcase Your Report Writing Skills
Since you'll be responsible for producing compliant financial planning reports, it’s crucial to demonstrate your report writing skills during the interview. Bring examples of your previous work or be prepared to discuss how you approach writing clear and client-focused suitability reports.
✨Demonstrate Attention to Detail
Attention to detail is key in this role. During the interview, highlight instances where your meticulous nature has led to successful outcomes. You might even want to mention how you ensure accuracy when liaising with the administration team or updating client files.
✨Prepare for Client Interaction
Since you may attend client meetings, practice how you would present technical information clearly and confidently. Think about how you can convey complex ideas in a way that clients can easily understand, as this will be an important part of your role.