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- Tasks: Support advisers with paraplanning and write detailed suitability reports.
- Company: Join a growing wealth management firm focused on client success.
- Benefits: Enjoy remote work flexibility and the chance to collaborate in the Yorkshire office twice a month.
- Why this job: Be part of a dynamic team that values compliance and client satisfaction while developing your financial expertise.
- Qualifications: Must have or be working towards a Level 4 Regulated Diploma in Financial Planning.
- Other info: Ideal for those with strong organizational skills and a passion for financial services.
The predicted salary is between 30000 - 42000 £ per year.
OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE OFFICE TWICE A MONTH Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector. Key Responsibilities: Providing ongoing paraplanning support to the advisers and technical support to other staff Compilation of recommendation paperwork, including writing suitability reports. Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role. Writing technical and accurate suitability reports and client service agreement letters Experience Required: Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent or working towards. Prior experience in a Paraplanning role. …
Paraplanner employer: Clayton Davies Ltd
Contact Detail:
Clayton Davies Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in your role but also demonstrate to us that you are proactive and committed to maintaining high standards.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Engaging with industry peers can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your report writing skills by preparing a sample suitability report based on hypothetical client scenarios. This will give us a clear idea of your writing style and technical understanding.
✨Tip Number 4
Be prepared to discuss your experience with specific financial products and funds during the interview. Highlighting your familiarity with various options will show us that you can effectively assist IFAs in making informed recommendations.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your previous experience in a Paraplanning role and any relevant qualifications, such as the Regulated Diploma in Financial Planning (Level 4). Tailor your CV to showcase how your background aligns with the responsibilities outlined in the job description.
Demonstrate Report Writing Skills: Since proficiency in report writing is crucial for this position, include examples of suitability reports or other technical documents you have written in the past. This will help illustrate your ability to produce high-quality, accurate documentation.
Showcase Organizational Skills: Organizational skills are key for a Paraplanner. In your application, provide specific examples of how you have successfully managed multiple tasks or projects simultaneously, ensuring compliance and attention to detail.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific needs of the wealth management firm. Mention your understanding of their services and how you can contribute to their success by providing excellent paraplanning support.
How to prepare for a job interview at Clayton Davies Ltd
✨Showcase Your Organisational Skills
As a Paraplanner, excellent organisational skills are crucial. Be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
✨Demonstrate Report Writing Proficiency
Since report writing is a key responsibility, bring samples of your previous suitability reports or documentation. This will not only showcase your writing skills but also your understanding of the financial services sector.
✨Understand Compliance and Systems Processes
Familiarize yourself with compliance regulations and systems processes relevant to the role. Be ready to discuss how you have adhered to these in your previous positions, as this will demonstrate your commitment to maintaining high standards.
✨Prepare for Technical Questions
Expect technical questions related to financial products and risk assessment. Brush up on your knowledge of various investment options and be prepared to explain how you would assist IFAs in recommending suitable products to clients.
