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- Tasks: Support Wealth Planners with research and documentation for financial planning services.
- Company: Join a leading financial services firm focused on client success.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Experience in paraplanning and a passion for financial services.
- Other info: Opportunity to mentor junior team members and enhance your career.
The predicted salary is between 45000 - 55000 £ per year.
Actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes. A Paraplanner in this role would have significant experience to be able to support Wealth Planners delivering more complex advice.
Prepare client centric suitability reports and other documentation, adhering to the Company’s processes and compliance framework. Paraplanners in this role are proactive in their support to Wealth Planners and take the initiative to maintain their technical knowledge and expertise keeping updated on developments and movements in the financial markets and industry.
As a Senior Paraplanner provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team. At all times those in this role ensures full compliance with the regulatory and organisational procedures, act honestly, fairly and professionally in accordance with the best interests of clients to deliver good outcomes.
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the ongoing advice service and existing products/services the client has, to enable the Wealth Planner to recommend a suitable solution to meet the client’s needs and objectives with a good outcome. Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances. Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
Draft and co-ordinate technical documents and research for client presentation. When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Wealth Planner for them to discuss with the client. Act as a reference point for team concerns/queries, escalating to the Paraplanning Team Leader where appropriate.
Assist with training of new team members, providing extra support and oversight for those new in role. Support, motivate and coach colleagues in a collaborative way. Share knowledge to the benefit of the team and/or wider business.
Technical / Qualifications
- Experience of providing a first-class paraplanning service
- Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning advice
- Educated to at least A Level/Higher standard (or equivalent)
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
- Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
Systems/Internal Processes
- MC Office/Outlook - Proficient in Word, Excel and PowerPoint
- Experience of XPlan (Desired)
- Experience of Cashflow Planning software (Desired).
Senior Paraplanner in England employer: Canaccord Wealth
Contact Detail:
Canaccord Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Senior 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. Make sure you're up-to-date with the latest trends in pensions, life insurance, and investment management. This will not only impress your potential employer but also show that you're proactive and committed to delivering good outcomes for clients.
✨Tip Number 3
Practice your communication skills! As a Senior Paraplanner, you'll need to draft clear and concise suitability reports. Try explaining complex financial concepts to a friend or family member to ensure you can communicate effectively during interviews.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications from candidates who are genuinely interested in joining our team. Plus, it gives us a chance to see your enthusiasm for the role right from the start!
We think you need these skills to ace Senior Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning, especially with pensions, life insurance, and investment management. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can support our Wealth Planners. Be sure to mention any relevant experience and your commitment to delivering good client outcomes.
Showcase Your Technical Skills: Don’t forget to highlight your technical skills, especially with tools like XPlan and cashflow planning software. We love candidates who are tech-savvy and can hit the ground running, so make sure to mention your proficiency in these areas!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Canaccord Wealth
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial planning products like pensions, life insurance, and investment management. Being able to discuss these confidently will show that you're well-prepared and understand the complexities involved in providing holistic advice.
✨Prepare Client-Centric Reports
Practice drafting suitability reports and letters that are clear and tailored to client needs. This will not only demonstrate your writing skills but also your ability to think from the client's perspective, which is crucial for this role.
✨Stay Updated on Market Trends
Keep yourself informed about the latest developments in the financial markets and industry regulations. Showing that you’re proactive in maintaining your technical knowledge will impress interviewers and highlight your commitment to delivering good outcomes for clients.
✨Showcase Your Coaching Skills
Be ready to discuss how you've supported or trained less experienced colleagues in the past. This will illustrate your leadership potential and collaborative spirit, both of which are key for a Senior Paraplanner role.