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- Tasks: Lead a team of Paraplanners, ensuring quality and compliance in financial planning.
- Company: Join a respected IFA Practice known for its commitment to excellence and employee growth.
- Benefits: Enjoy a hybrid work model with a 4-day week and opportunities for professional development.
- Why this job: Be part of a leadership team that values technical expertise and offers real career progression.
- Qualifications: Experience in paraplanning and strong analytical skills are essential for this role.
- Other info: This position is perfect for ambitious individuals looking to make an impact in financial services.
The predicted salary is between 43200 - 72000 £ per year.
Due to continued success, our client, a hugely respected IFA Practice, is seeking an industry-experienced, ambitious and dedicated Paraplanning Manager with a focus on technical excellence and compliance to join their Leadership Team on a permanent basis, with hybrid (4 day week) working
Key responsibilities will include:
- Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners and outsourced Paraplanners.
- Liaising with outsourcing Paraplanner firms and arranging work to be completed.
- Act as point of contact regarding queries in relation to Paraplanning work.
- Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
- Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
- Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
- Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
- Generating and accurately saving research undertaken in a structured and consistent format.
- Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client\’s objectives.
- Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
- Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
- Analyse and provide specific client portfolio reporting
This is an exceptional opportunity to join a reputable firm who firmly believe in employee development and offer genuine scope for progression.
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Senior Paraplanner / Manager employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner / Manager
✨Tip Number 1
Familiarise yourself with the latest compliance regulations and technical standards in paraplanning. This will not only boost your confidence during interviews but also demonstrate your commitment to maintaining high-quality standards in your work.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who are already in paraplanning roles. Attend relevant seminars or webinars to gain insights and make connections that could lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved processes or quality in previous roles. Highlighting your experience in managing teams or liaising with external firms can set you apart from other candidates.
✨Tip Number 4
Research the company culture and values of the IFA Practice you're applying to. Tailoring your conversation to align with their ethos during interviews can show that you're a great fit for their team.
We think you need these skills to ace Senior Paraplanner / Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and management. Focus on your technical skills, compliance knowledge, and any leadership roles you've held. Use specific examples to demonstrate your achievements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with client cashflows and suitability letters.
Showcase Your Technical Expertise: When detailing your experience, emphasise your familiarity with research tools and your ability to analyse data effectively. Mention any specific software or methodologies you have used that are relevant to the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Look for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, it's crucial to demonstrate your understanding of technical concepts and compliance. Be prepared to discuss specific examples from your past experience where you successfully navigated complex financial scenarios or compliance issues.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world situations. Think about how you've handled client queries or managed the quality of work produced by your team. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Highlight Your Leadership Skills
Since this role involves managing a team, be ready to talk about your leadership style and experiences. Share examples of how you've mentored junior paraplanners or improved team performance through training and development initiatives.
✨Demonstrate Your Client-Centric Approach
The ability to understand and meet client needs is vital. Prepare to discuss how you've tailored financial solutions to fit individual client objectives and how you ensure that all documentation, like Suitability Letters, aligns with their goals.
