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- Tasks: Support financial advisors by preparing reports and conducting research.
- Company: Join a respected financial advisory firm known for tailored financial planning solutions.
- Benefits: Enjoy flexible hybrid working arrangements and a supportive team environment.
- Why this job: Be part of a growing team that values autonomy and personal development.
- Qualifications: Experience in financial planning or paraplanning is essential.
- Other info: Opportunity to work with a diverse range of clients.
The predicted salary is between 28800 - 48000 £ per year.
The Company:
- This well-regarded financial advisory firm deliver holistic and tailored financial planning solutions to their range of clients and are currently looking to recruit an experienced Paraplanner to support their growing team of Advisors.
- They are looking for someone who can work autonomously and in return offer a flexible hybrid working arrangement to suit you whether thats 1 day in the office or 5.
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 Candidate:
- Previous experience as a Paraplanner within a UK financial planning firm
- Broad knowledge of the financial services industry, including pensions (DC & DB), ISAs, GIAs, bonds, trusts, and protection products.
- Excellent report-writing skills with strong attention to detail.
- Proficiency in financial planning software and platforms (e.g. Intelligent Office, Fintegrate or FE Analytics, Voyant).
The Package:
- Salary up to £42,000 DOE
- 25 days holiday + BH (rising with service)
- 5% pension
- 4 x DIS
- Private Healthcare
Contact: Karen Cummins
Reference: KC/95781
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
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Locations
Paraplanner employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and products. Being well-versed in current trends will not only boost your confidence but also impress the hiring team during any discussions.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into what firms like ours are looking for in a Paraplanner.
✨Tip Number 3
Prepare to discuss your experience with financial planning software. Highlighting your proficiency in tools commonly used in the industry can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 4
Showcase your ability to work autonomously by sharing examples from your previous roles. Discussing specific instances where you successfully managed projects independently will resonate well with our team's expectations.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Tailor Your CV: Customise your CV to reflect your experience in financial planning and paraplanning. Emphasise any specific qualifications or certifications that are relevant to the role, and include examples of how you've successfully supported advisors in the past.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you're a great fit for the Paraplanner role. Mention your ability to work autonomously and your understanding of holistic financial planning solutions, as these are key aspects of the job.
Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Cavendish Maine
✨Showcase Your Financial Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial planning concepts. Be prepared to discuss specific strategies you've implemented in the past and how they benefited clients.
✨Highlight Your Autonomy
Since the role requires working autonomously, share examples of how you've successfully managed projects or tasks independently. This will show that you can take initiative and deliver results without constant supervision.
✨Emphasise Communication Skills
Effective communication is key in financial advisory roles. Be ready to explain complex financial concepts in simple terms, as this will reflect your ability to support Advisors and interact with clients effectively.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to analyse client needs and develop tailored solutions, and be ready to discuss these in detail.
