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- Tasks: Join our team as a Paraplanner, supporting financial advisers with research and report writing.
- Company: We are a dynamic financial services firm based in Elgin, dedicated to client success.
- Benefits: Enjoy a competitive salary of £45,000 plus bonuses, with a full-time schedule and supportive team culture.
- Why this job: This role offers hands-on experience in finance, teamwork, and the chance to make a real impact.
- Qualifications: You need 5 GCSEs including English and Maths, plus a Level 4 Diploma in Financial Planning.
- Other info: Ideal for those passionate about finance and eager to learn in a collaborative environment.
The predicted salary is between 36000 - 54000 £ per year.
We are currently recruiting a Paraplanner to work closely with a team of financial advisers to provide research and report writing. The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service.
Duties and responsibilities include:
- Understanding clients' financial situation & objectives.
- Providing research, analysis & technical support.
- Preparing recommendation reports.
- Maintaining client records.
- Analysing clients' circumstances, objectives & risk profile.
- Identifying missing client information pertinent to formulating recommendations.
- Liaising with financial advisers to query/challenge proposed recommendations.
- Providing research on all relevant advice areas, products, and investment solutions.
- Preparing information/comparisons, ready for analysis by the adviser.
- Using company-approved research systems to assist analysis.
- Cashflow modelling analysis.
- Producing client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures.
- Obtaining accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients.
- Assisting in the completion of remedial actions following quality checking.
- Maintaining accurate and up-to-date client and plan records on back-office system.
- Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures.
- Creating, managing, and completing tasks on the back-office system in accordance with Company procedures.
Person Specification:
Qualifications
- 5 GCSEs passes or equivalent including English and Maths.
- Level 4 Diploma in Financial Planning.
Knowledge
- General knowledge across a wide range of financial planning areas such as pensions, investments, protection, and estate-planning (including use of Trusts).
- Experience in an IFA/Wealth Management environment.
- General knowledge of the employee benefits/corporate pensions/business protection markets.
- Experience in an employee benefits/corporate pensions environment.
Skills
- Able to adapt the language, style and method of communication depending on the needs of the client or colleague.
- Can prioritise daily tasks, and restructure day as ad-hoc duties require, arranging client-related tasks as a priority.
- Understand what good customer service is and prioritise customer work to deliver good service.
- Understand the importance of teamwork and how collaboration can improve outcomes.
- Understand and be able to use technology for the role effectively.
- Expertise to do the role and understand areas for improvement & looking for opportunities to develop.
Key Performance Indicators
- Individual / Team meets financial targets, KPIs and SLAs.
- Internal and external customer satisfaction measures.
- Feedback from senior colleagues, advisers and team members.
- Adherence to all company policies and procedures.
- Adherence to compliance and other legal regulatory processes.
Contact Detail:
Castle View Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Elgin
✨Tip Number 1
Familiarise yourself with the financial planning landscape, especially in areas like pensions and investments. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations with potential employers.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those working as paraplanners or financial advisers. Attend relevant events or join online forums to gain insights and make connections that could lead to job opportunities.
✨Tip Number 3
Consider obtaining additional certifications or training related to financial planning. This can demonstrate your commitment to the profession and enhance your qualifications, making you a more attractive candidate for the role.
✨Tip Number 4
Prepare to discuss your experience with back-office systems and client record management during interviews. Highlight any specific tools you've used and how they have improved your efficiency in previous roles.
We think you need these skills to ace Paraplanner in Elgin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your knowledge in financial planning areas such as pensions, investments, and estate planning.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and how your background makes you a great fit. Mention specific experiences where you've provided research or analysis in a financial context.
Highlight Relevant Qualifications: Clearly list your qualifications, especially your Level 4 Diploma in Financial Planning and any other relevant certifications. This will demonstrate your commitment to the profession and your capability for the role.
Showcase Teamwork and Communication Skills: In your application, provide examples of how you've successfully worked in a team and adapted your communication style to meet client needs. This is crucial for a role that involves liaising with financial advisers and clients.
How to prepare for a job interview at Castle View Personnel
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning areas such as pensions, investments, and estate planning. Being able to discuss these topics confidently will show the interviewers that you have a solid understanding of the role.
✨Demonstrate Your Research Skills
Prepare to discuss how you would approach research and analysis for clients. Bring examples of how you've successfully gathered and presented information in previous roles, as this is a key part of the Paraplanner position.
✨Showcase Your Communication Skills
Since you'll be liaising with financial advisers and clients, it's crucial to demonstrate your ability to adapt your communication style. Be ready to provide examples of how you've effectively communicated complex information in a clear and concise manner.
✨Emphasise Teamwork and Collaboration
Highlight your experience working in a team environment. Discuss how collaboration has led to improved outcomes in your past roles, as teamwork is essential in providing a professional service to clients.
