At a Glance
- Tasks: Support Financial Planners with research, reports, and client records.
- Company: Dynamic financial services firm in Newcastle with a supportive team.
- Benefits: Full-time hours, competitive salary, and opportunities for professional growth.
- Other info: Exciting career path with ongoing training and development opportunities.
- Why this job: Join a vibrant team and make a real difference in clients' financial journeys.
- Qualifications: CII Level 4 Diploma and paraplanning experience required.
The predicted salary is between 30000 - 40000 £ per year.
Our client currently has an exciting opportunity for a Diploma qualified Para-Planner to join their team based in Newcastle. Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.
Core Skills
- Provide technical and research support to the planners.
- Assist the support team and compliance department.
- Prepare suitability and review reports.
- Prepare a summary of recommendations for the processing team.
- Ensure all recommendations meet with company standards.
- Question the planner’s recommendations.
- Discuss any cases that are not clear with your line manager or compliance manager.
- Collate (or complete) application forms.
- Learn and maintain a detailed understanding of firm's centralised investment proposition and relevant internal procedures.
- Ensure client records are maintained and information is correctly recorded on intelliflo.
Essential Experience
- CII Level 4 Diploma
- Experience in managing and delivering wealth management services to clients.
- Paraplanning experience is essential.
- Experience in using CRM systems and financial software.
Technical Skills
- Financial Software Proficiency.
- Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc.
- Portfolio Management Systems: Introduction to software like FE Analytics.
- Data Entry and Management.
- Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions.
Financial Analysis and Reporting
- Basic Financial Analysis: Understanding basic financial concepts and performing simple financial calculations.
- Report Generation: Skills in generating basic suitability reports using templates and guidance.
Paraplanner in Newcastle upon Tyne employer: Castle View Personnel
Join a dynamic team in Newcastle as a Paraplanner, where you will be supported in your professional growth and development within the financial planning sector. Our company fosters a collaborative work culture that values accuracy and high-quality service, offering you the chance to enhance your skills while contributing to meaningful client outcomes. With a commitment to employee well-being and a focus on continuous learning, we provide an excellent environment for those looking to make a significant impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Make sure you can confidently discuss financial software and your experience with CRM systems. We want you to shine when it comes to showcasing your knowledge!
✨Tip Number 3
Don’t forget to tailor your approach! When you’re applying through our website, make sure your application reflects the specific skills and experiences mentioned in the job description. It shows you’ve done your homework and are genuinely interested.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for the team.
We think you need these skills to ace Paraplanner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your Diploma qualifications and any relevant paraplanning experience. We want to see how your skills match what we're looking for!
Showcase Your Skills:In your application, emphasise your technical skills, especially with financial software and CRM systems. Let us know how you've used these tools in previous roles to support financial planners.
Be Clear and Concise:When writing your cover letter, keep it clear and to the point. Explain why you're a great fit for the team and how you can contribute to our high standards of client support.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Castle View Personnel
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific tools mentioned in the job description, like Intelliflo and CashCalc. Being able to discuss these confidently will show that you're serious about the role.
✨Prepare for Technical Questions
Expect questions that test your understanding of financial concepts and your experience with paraplanning. Think about scenarios where you've had to question a planner's recommendations or prepare suitability reports, and be ready to share those examples.
✨Show Your Attention to Detail
Since accuracy is key in this role, be prepared to demonstrate how you ensure high-quality work. You might want to mention any systems or processes you use to maintain client records and manage data effectively.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the firm's investment proposition, or how they support ongoing training. This shows your interest and helps you gauge if the company is the right fit for you.
