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- Tasks: Prepare detailed suitability reports and support financial planners with client reviews.
- Company: Join a respected financial advisory firm known for tailored financial planning solutions.
- Benefits: Enjoy flexible hybrid working, 25 days holiday, private healthcare, and a pension scheme.
- Why this job: Be part of a supportive team, enhance your skills, and make a real impact in clients' lives.
- Qualifications: Experience as a Paraplanner and knowledge of financial services are essential.
- Other info: Salary up to £42,000 based on experience; opportunity for growth within the company.
The predicted salary is between 33600 - 50400 £ 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.
Paraplanner in Llanelli employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Llanelli
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions, ISAs, and protection products. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with current or former Paraplanners in the industry, especially those who have worked in similar firms. They can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Brush up on your report-writing skills, as this is a crucial part of the role. Consider creating sample reports based on hypothetical client scenarios to showcase your ability to produce detailed and compliant documentation.
✨Tip Number 4
Research the financial advisory firm thoroughly. Understanding their values, services, and client base will allow you to tailor your discussions during interviews and show that you're genuinely interested in contributing to their team.
We think you need these skills to ace Paraplanner in Llanelli
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the Paraplanner position. Tailor your application to highlight your relevant experience in preparing suitability reports, conducting technical research, and supporting financial planners.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience as a Paraplanner within a UK financial planning firm. Mention specific examples of your work with pensions, ISAs, and other financial products to demonstrate your broad knowledge of the industry.
Showcase Report-Writing Skills: Since excellent report-writing skills are crucial for this role, include examples of reports or documents you have prepared in the past. Highlight your attention to detail and compliance with regulations, as these are essential for producing accurate suitability reports.
Tailor Your Application: Make sure your application is personalised for this specific role. Use keywords from the job description, such as 'technical research' and 'provider liaison', to show that you understand the expectations and can meet them effectively.
How to prepare for a job interview at Cavendish Maine
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products mentioned in the job description, such as pensions, ISAs, and trusts. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Prepare Detailed Reports
Since report-writing is a key part of the job, practice preparing sample suitability reports. Focus on clarity, compliance, and attention to detail, as these are crucial for impressing the interviewers.
✨Research the Company
Familiarise yourself with the company’s values, services, and client base. This will help you tailor your answers and demonstrate that you’re genuinely interested in contributing to their team.
✨Showcase Your Software Skills
Be prepared to discuss your experience with financial planning software like Intelligent Office or FE Analytics. Highlight specific examples of how you've used these tools to enhance your work efficiency and accuracy.
