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- Tasks: Join a dynamic team to support financial advisers with client analysis and investment research.
- Company: A respected Independent Financial Adviser with over 20 years of client-focused service in Woking.
- Benefits: Enjoy a competitive salary, 25 days holiday, pension, and career development support.
- Why this job: Be part of a fast-growing firm that values teamwork and offers exposure to complex financial cases.
- Qualifications: Must have Level 4 Diploma in Financial Planning and experience as a Paraplanner.
- Other info: Sociable office environment with free parking and a discretionary annual bonus.
The predicted salary is between 36000 - 60000 £ per year.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.
This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.
Responsibilities:
- Analyse client information from Fact Finds, existing records and meeting notes
- Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
- Support advisers ahead of client meetings/reviews and analyse client's existing portfolios
- Research products and services to make suitable recommendations
- Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business
- Attend client meetings with financial advisers when required
- Work closely with all members of the team to ensure timely business processing and submission
- Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
- Maintain relationships with product and service providers
- Active involvement within the In-house Investment Committee
Requirements:
- Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
- Experience as a Paraplanner
- Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
- Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
What we offer:
- Salary up to £50,000 (dependent upon experience)
- 25 days holiday plus bank holidays
- Pension
- Discretionary annual bonus
- Death in service cover
- Support with career development and qualifications
- Sociable and professional office environment
- Free parking
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Senior Paraplanner employer: Clear IT Recruitment Limited
Contact Detail:
Clear IT Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as Intelliflo and cashflow planning software. Being able to demonstrate your proficiency with these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in or around Woking. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Stay updated on the latest legislation and best practices in financial planning. Showing that you are proactive about your professional development can impress interviewers and demonstrate your commitment to compliance and excellence.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported financial advisers in the past. Highlighting your experience with complex financial cases and your analytical skills will help illustrate your capability for the role.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner. Focus on your technical competence in investments, pensions, and tax allowances, as well as any experience with Intelliflo or similar systems.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities listed in the job description. Mention your experience with advanced financial analysis and how you can support advisers effectively.
Showcase Your Qualifications: Clearly state your qualifications, especially your Level 4 Diploma in Financial Planning and any progress towards the Level 6 Advanced Diploma. This will demonstrate your commitment to professional development.
Highlight Team Collaboration: Emphasise your ability to work closely with team members and maintain relationships with product and service providers. This is crucial for the role, so provide examples of past teamwork experiences.
How to prepare for a job interview at Clear IT Recruitment Limited
✨Know Your Financial Planning Fundamentals
Make sure you brush up on your knowledge of financial planning principles, especially those related to investments, pensions, and tax allowances. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable.
✨Familiarise Yourself with Relevant Software
Since experience with Intelliflo and other back office systems is crucial, ensure you are comfortable discussing your proficiency with these tools. If you have used similar software, be ready to explain how your skills can transfer.
✨Prepare for Scenario-Based Questions
Expect questions that require you to analyse client information or conduct financial analysis. Practise articulating your thought process in these scenarios, as it will demonstrate your analytical skills and ability to support advisers effectively.
✨Showcase Your Teamwork Skills
This role involves working closely with a multidisciplinary team. Be prepared to share examples of how you've successfully collaborated with others in the past, highlighting your communication skills and ability to maintain relationships with colleagues and clients.
