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For Companies At a Glance
- Tasks: Conduct research, prepare reports, and support clients in financial planning.
- Company: Join a reputable financial planning firm known for its growth and success.
- Benefits: Enjoy a collaborative environment with opportunities for career advancement.
- Why this job: Make a meaningful impact while developing your skills in a supportive team.
- Qualifications: Experience in financial planning, strong report writing, and excellent communication skills required.
- Other info: Ideal for those committed to continuous learning and professional integrity.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a highly reputable and long-established financial planning firm, is currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Paraplanner.
Key Responsibilities:
- Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
- Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
- Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
- Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
- Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
- Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
- Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products.
- Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.
Knowledge & Experience:
- Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.
- Proficiency in writing complex reports and conducting detailed case assessments.
- Ability to analyse information, identify key insights, and make well-supported recommendations.
- Commitment to continuous learning, with a proactive approach to developing and applying new skills.
- In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.
The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement.
This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well-regarded and supportive financial planning firm and contribute meaningfully to a supportive and collaborative environment.
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only enhance your knowledge but also demonstrate your commitment to continuous learning, which is highly valued in this role.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with others in the field. Building relationships can lead to valuable insights and potential referrals for job opportunities.
✨Tip Number 3
Prepare to discuss your experience in client service during interviews. Be ready to share specific examples of how you've built and maintained strong client relationships, as this is a key aspect of the Senior Paraplanner role.
✨Tip Number 4
Showcase your report writing skills in conversations. Since preparing detailed financial reports is a major responsibility, be prepared to discuss your approach to writing complex reports and how you ensure compliance with regulatory standards.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your skills in report writing, client service, and compliance to align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client-centric service. Mention specific experiences that demonstrate your ability to conduct research and prepare detailed reports.
Highlight Industry Knowledge: In your application, emphasise your understanding of pensions, retirement planning, and tax regulations. This will show that you are well-informed and capable of providing valuable insights to the team.
Showcase Team Collaboration Skills: Provide examples of how you've successfully worked within a team in previous roles. Highlight your communication skills and your ability to support financial advisors and administrative staff.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Research Skills
As a Senior Paraplanner, you'll need to demonstrate your ability to conduct thorough research on financial products. Be prepared to discuss specific examples of how you've researched and analysed financial products in the past, and how this has benefited your clients.
✨Prepare for Report Writing Questions
Since report preparation is a key responsibility, expect questions about your experience in writing complex reports. Bring samples of your work if possible, and be ready to explain your process for creating detailed financial reports and suitability assessments.
✨Emphasise Client Relationship Building
Client service is crucial in this role. Be ready to share examples of how you've built and maintained strong client relationships. Highlight your communication skills and any strategies you've used to respond effectively to client inquiries.
✨Stay Updated on Industry Trends
Demonstrating your knowledge of current industry trends and regulatory changes will set you apart. Prepare to discuss recent developments in financial planning, pensions, and tax regulations, and how they might impact your work as a paraplanner.
