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- Tasks: Support Financial Advisers by conducting research and preparing suitability reports.
- Company: Join a growing wealth management firm focused on client success.
- Benefits: Enjoy a competitive salary of £45,000 plus benefits and flexible home-based work.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Must have RQF level 4 Diploma in Regulated Financial Planning and Paraplanner experience.
- Other info: Office visits are required every two weeks in Yorkshire.
The predicted salary is between 36000 - 60000 £ per year.
Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. The role will involve taking responsibility for the following: Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client’s needs and objectives with a good outcome. Undertake accurate calculations and cash-flow modelling where needed to support recommendations. Prepare suitability reports and letters for the Financial Advisers to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances. Ensure that drafted suitability reports and other communications are clear, fair, and not misleading. Draft and co-ordinate technical documents and research for client presentation. When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Financial Adviser for them to discuss with the clients. Key Requirements; RQF level 4 Diploma in Regulated Financial Planning (or equivalent) Experience in a Paraplanner role within a wealth management business
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
Familiarize yourself with the latest trends and regulations in wealth management. This knowledge will not only help you in your role as a Paraplanner but also impress the hiring team at StudySmarter.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend webinars or local events to connect with others who can provide insights or even referrals for the position.
✨Tip Number 3
Brush up on your research and analytical skills. Being able to conduct thorough and accurate research is crucial for this role, so consider practicing with real case studies or scenarios.
✨Tip Number 4
Prepare to discuss your experience with cash-flow modeling and suitability reports in detail during the interview. Be ready to share specific examples of how you've successfully supported Financial Advisers in the past.
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, particularly in wealth management. Include specific examples of research you've conducted and reports you've prepared that demonstrate your ability to support Financial Advisers.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your RQF level 4 Diploma in Regulated Financial Planning and how your skills align with the responsibilities outlined in the job description.
Showcase Relevant Skills: Emphasize your skills in cash-flow modelling, suitability report preparation, and clear communication. Provide examples of how you've adapted your approach for clients in vulnerable circumstances to ensure good outcomes.
Proofread Your Application: Before submitting, carefully proofread your application to eliminate any errors. Ensure that your documents are clear, fair, and not misleading, reflecting the standards expected in the financial services industry.
How to prepare for a job interview at Clayton Davies
✨Showcase Your Research Skills
Be prepared to discuss your approach to conducting research for financial advice. Highlight specific examples where your research led to successful outcomes for clients, demonstrating your ability to gather and analyze relevant information.
✨Demonstrate Technical Proficiency
Since the role involves calculations and cash-flow modeling, be ready to explain your experience with these tasks. You might even want to bring examples of reports or models you've created in the past to showcase your technical skills.
✨Communicate Clearly
The job requires drafting suitability reports and letters. Practice explaining complex financial concepts in simple terms, as this will show your ability to communicate effectively with both advisers and clients.
✨Understand Vulnerable Circumstances
Familiarize yourself with how to adapt your approach for clients in vulnerable situations. Be ready to discuss any relevant experiences you have had and how you ensured that their needs were met compassionately and effectively.
