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- Tasks: Support Financial Planners with research, analysis, and client reports.
- Company: Join a leading Financial Services firm prioritising client advice and satisfaction.
- Benefits: Enjoy a 4-day work week, generous leave, and private medical insurance.
- Why this job: Be part of a supportive culture with opportunities for personal development and team events.
- Qualifications: GCSE level education, excellent communication, IT skills, and attention to detail required.
- Other info: Participate in investment committee meetings and enjoy summer and Christmas bonuses.
The predicted salary is between 28000 - 42000 £ per year.
Clark James Recruitment are working with a leading Financial Services business that genuinely puts Financial Advice and clients as their highest priority. Due to expansion, our client is looking to recruit a Paraplanner to join the business.
Role:
- To provide technical and research support to Financial Planners in the delivery of their advice to clients.
- This support includes completing research and analysis, preparing suitability letters and writing client reports.
- Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
- Receiving instructions from meeting notes/tasks from Financial Planners following client meetings.
- Interpreting data obtained by Planners during client meetings and establishing with the planner via debriefings the correct recommendations to be taken.
- Analysing data received by clients and providers then using research tools to provide solutions to meet client needs and objectives.
- Contacting third parties and providers to gather detailed information.
- Generating and accurately saving research undertaken in a structured and consistent format.
- Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
- Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
- Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
- Participate and contribute to the investment committee meetings.
- Ability to work efficiently under own initiative with impeccable attention to detail.
Candidate:
- Confident and well spoken.
- Excellent telephone manner.
- Excellent IT skills.
- Excellent attention to detail.
- Educated to GCSE level.
Package:
- £35,000+ depending on experience and qualifications.
- 4 day working week – Monday to Thursday (9.00am – 5.00pm), no Friday working.
- Very generous annual leave entitlement + bank holidays.
- Additional week off between Christmas and new year without the need of using any annual leave.
- Company Pension Scheme after 3 months.
- Private Medical Insurance after 12 months service.
- Free parking on site.
- Summer and Christmas discretionary bonus (depending on company profitability and staff performance).
- 6 monthly Personal Development Reviews & Quarterly one-to-ones.
- Team Away day every January, Summer social every August.
- Client Christmas Event, Staff Christmas Event.
PARAPLANNER employer: Clark James Recruitment
Contact Detail:
Clark James Recruitment 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 compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as Paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your technical skills, particularly in financial planning software and research tools. Being proficient in these areas can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to client meetings and data analysis. This will help you articulate your thought process and problem-solving abilities effectively.
We think you need these skills to ace PARAPLANNER
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Focus on your technical support abilities, research skills, and any experience in financial services.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the financial advice sector and your passion for client service. Mention specific examples of how you've provided support in previous roles.
Highlight Attention to Detail: Since attention to detail is crucial for this role, provide examples in your application that demonstrate your meticulousness, especially in preparing reports and letters.
Showcase Communication Skills: Emphasise your excellent telephone manner and communication skills in your application. Consider including examples of how you've effectively communicated with clients or colleagues in past positions.
How to prepare for a job interview at Clark James Recruitment
✨Showcase Your Technical Skills
As a Paraplanner, you'll need to demonstrate your technical knowledge and research abilities. Be prepared to discuss specific tools or software you have used in the past for financial analysis and report writing.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Prepare examples of how you've interpreted data or provided solutions in previous roles, as this will show your ability to meet client needs effectively.
✨Highlight Attention to Detail
Given the importance of accuracy in this role, be ready to discuss how you ensure precision in your work. You might want to share examples of how you've caught errors or improved processes in your previous positions.
✨Demonstrate Communication Skills
Since you'll be liaising with Financial Planners and clients, it's crucial to exhibit strong communication skills. Practice articulating your thoughts clearly and confidently, especially when discussing complex financial concepts.
