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For Companies At a Glance
- Tasks: Prepare detailed suitability reports and support financial planners with client reviews.
- Company: Reputable independent financial advisory firm with over 25 years of experience.
- Benefits: Hybrid working options, competitive salary, and opportunities for professional growth.
- Why this job: Join a trusted team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner and strong attention to detail.
- Other info: Dynamic work environment with a focus on collaboration and client success.
The predicted salary is between 36000 - 60000 £ per year.
Established for over 25 years, this independent financial advisory firm has built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.
The Role
- Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate.
- Annual Reviews: Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements.
- Technical Research: Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions.
- Provider Liaison: Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation.
- Support: Support advisers with client meeting preparation and follow-ups.
The company is able to consider hybrid working (minimum 3 days in office), although office-based would be preferred.
The Candidate
- Previous experience as a Paraplanner.
Paraplanner in Newport employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of suitability reports and FCA requirements. Be ready to discuss how you can support advisors effectively. Confidence is key, so practice makes perfect!
✨Tip Number 3
Showcase your research skills! When chatting with potential employers, highlight your experience in conducting technical research. They’ll want to know you can dive deep into investment funds and pension schemes.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don’t miss out!
We think you need these skills to ace Paraplanner in Newport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner. Focus on your skills in preparing suitability reports and conducting technical research, as these are key for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description, like supporting financial planners or liaising with providers.
Showcase Your Attention to Detail: Since accuracy is crucial in this role, give examples in your application that demonstrate your attention to detail. Whether it’s through past reports or client interactions, let us see how meticulous you can be!
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 our team.
How to prepare for a job interview at Cavendish Maine
✨Know Your Stuff
Make sure you brush up on your knowledge of suitability reports and the various product types you'll be dealing with. Familiarise yourself with FCA requirements and be ready to discuss how you've prepared these reports in the past.
✨Showcase Your Research Skills
Be prepared to talk about your experience with technical research. Think of specific examples where your research into investment funds or pension schemes made a difference in your previous roles. This will show that you can add value to their team.
✨Communication is Key
Since you'll be liaising with product providers, demonstrate your communication skills during the interview. Share examples of how you've effectively communicated complex information to clients or colleagues in the past.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle client annual reviews or support advisers in meetings. Think through a few scenarios and how you would approach them, showing your problem-solving skills and attention to detail.
