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- Tasks: Support Wealth Planners with high-quality research and prepare client-centric suitability reports.
- Company: Join a leading financial services firm dedicated to client success.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Why this job: Make a real impact in financial planning while mentoring junior team members.
- Qualifications: Experience in paraplanning and a strong understanding of financial products required.
- Other info: Opportunity for career growth and to achieve Chartered Financial Planner status.
The predicted salary is between 36000 - 60000 £ 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 employer: Canaccord Wealth
Contact Detail:
Canaccord Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Attend events, webinars, or even local meet-ups. You never know who might have the inside scoop on a Senior Paraplanner role that’s not even advertised yet!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with complex financial products. Share specific examples of how you've supported Wealth Planners in the past – it’ll make you stand out!
✨Tip Number 3
Don’t forget to brush up on your technical knowledge! Stay updated on the latest trends in financial markets and regulations. This will not only help you in interviews but also show that you’re proactive and committed to delivering good outcomes for clients.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure to tailor your application to highlight your paraplanning experience and how you can support our Wealth Planners in providing top-notch advice.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your expertise in financial planning, especially in areas like pensions and investment management, to show us you’re the right fit.
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 your experience can support our Wealth Planners. Keep it client-centric and show us how you can deliver good outcomes.
Showcase Your Technical Knowledge: We want to see that you’re up-to-date with the latest developments in the financial markets. Mention any relevant training or qualifications, like your progress towards the Advanced Diploma in Financial Planning, to demonstrate your commitment to continuous learning.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Canaccord Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and services. Be ready to discuss pensions, life insurance, tax planning, and investment management in detail. The more you know, the better you'll be able to support the Wealth Planner during the interview.
✨Showcase Your Experience
Prepare examples from your past work that demonstrate your experience with complex financial advice. Highlight situations where you've successfully prepared suitability reports or conducted thorough research. This will show that you're not just familiar with the role but have hands-on experience.
✨Be Proactive
During the interview, express your proactive approach to staying updated on industry developments. Share how you keep your technical knowledge fresh and how you’ve previously identified areas for future advice. This will illustrate your commitment to delivering good outcomes for clients.
✨Team Player Mindset
Emphasise your ability to support and coach less experienced paraplanners. Discuss any past experiences where you've trained or motivated colleagues. This will highlight your collaborative spirit and readiness to contribute positively to the team dynamic.