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- Tasks: Support Financial Planners by preparing reports and creating tailored financial plans.
- Company: Join a forward-thinking financial planning firm dedicated to exceptional client support.
- Benefits: Enjoy a competitive salary, bonus, hybrid work options, and additional benefits.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning and 5 years of Paraplanning experience required.
- Other info: Experience with Voyant software is a plus; apply quickly as responses may be limited.
The predicted salary is between 52000 - 78000 £ per year.
Our client is a well-established and forward-thinking financial planning firm dedicated to delivering exceptional advice and support to our valued clients. They are looking for an experienced Paraplanner to join their dynamic team.
As an Experienced Paraplanner, you will play a key role in supporting their Financial Planners by preparing high-quality reports, researching financial products, and using cashflow modelling tools (primarily Voyant) to create tailored, effective financial plans.
Role & Responsibilities:
- Collaborate closely with Financial Planners to understand client goals and develop financial strategies.
- Use Voyant to produce cashflow models and visual financial plans.
- Prepare suitability reports, technical analysis, and recommendations across pensions, investments, and protection.
- Conduct product research and maintain compliance with regulatory requirements.
- Assist in the development of internal processes and best practices.
Do you have the following to apply?
- Qualified to Level 4 Diploma in Financial Planning (or equivalent) and ideally studying towards Level 6.
- Minimum 5 years experience as a Paraplanner.
- Working knowledge of Voyant software would be highly beneficial.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Paraplanner employer: Clayton Davies
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience with cashflow modelling tools, especially Voyant, during any conversations or interviews. Familiarity with this software is a key requirement for the role, so demonstrating your proficiency can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning industry, particularly those who work as Paraplanners or Financial Planners. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals within the firm.
✨Tip Number 3
Stay updated on the latest trends and regulatory changes in financial planning. Being knowledgeable about current events and compliance issues will not only help you in interviews but also show your commitment to the profession.
✨Tip Number 4
Prepare to discuss specific examples of how you've collaborated with Financial Planners in the past. Sharing concrete instances where you've contributed to developing financial strategies or reports can demonstrate your value to the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your familiarity with Voyant software and your Level 4 Diploma in Financial Planning. Use specific examples to demonstrate your skills in preparing reports and conducting product research.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention how your experience aligns with the responsibilities outlined in the job description, particularly your ability to collaborate with Financial Planners and develop effective financial strategies.
Highlight Relevant Experience: In your application, emphasise your minimum 5 years of experience as a Paraplanner. Include details about your previous roles, focusing on your achievements and how you contributed to the success of your team or firm.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Clayton Davies
✨Showcase Your Technical Skills
As a Paraplanner, your proficiency with tools like Voyant is crucial. Be prepared to discuss your experience using cashflow modelling software and how you've applied it in previous roles. Highlight specific examples where your technical skills have directly contributed to successful financial planning.
✨Understand the Company’s Values
Research the financial planning firm thoroughly before your interview. Understand their mission, values, and the type of clients they serve. This will help you tailor your responses to align with their goals and demonstrate that you're a good cultural fit for their team.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities and decision-making skills. Think about past experiences where you had to develop financial strategies or conduct product research, and be ready to explain your thought process and the outcomes.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the role and the company. Inquire about their approach to client relationships or how they support their Paraplanners in professional development. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.
