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- Tasks: Support financial advisers with client analysis, research, and reporting in a dynamic role.
- Company: Respected Independent Financial Adviser with over 20 years of experience.
- Benefits: Competitive salary, 25 days holiday, pension, and career development support.
- Why this job: Join a fast-growing team and make a real impact in wealth management.
- Qualifications: Level 4 Diploma in Financial Planning and paraplanning experience required.
- Other info: Sociable office environment with opportunities for professional growth.
The predicted salary is between 42000 - 58000 £ 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 in England employer: Clear IT Recruitment
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that interview.
✨Tip Number 2
Prepare for the interview by diving deep into the company's values and recent projects. Show them you’re not just another candidate; you’re genuinely interested in their work and how you can contribute to their success.
✨Tip Number 3
Practice makes perfect! Get a mate to do mock interviews with you. Focus on articulating your experience as a Paraplanner and how it aligns with their needs. The more comfortable you are, the better you'll shine during the real deal.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Senior Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with financial analysis, cashflow modelling, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description. We love a good story!
Showcase Your Technical Skills: Don’t forget to mention your experience with Intelliflo, Wrap Platforms, and other software. We’re keen on candidates who are tech-savvy and can hit the ground running, so make sure to highlight these skills in your application.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Clear IT Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and IHT. Familiarise yourself with the tools mentioned in the job description, like Intelliflo and cashflow planning software, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've conducted advanced financial analysis or cashflow modelling in the past. Think about complex cases you've worked on and be ready to explain your thought process and the outcomes of your analyses.
✨Be a Team Player
This role involves working closely with advisers and other team members, so highlight your collaborative experiences. Share examples of how you've supported advisers in client meetings or contributed to team projects, showcasing your ability to work well within a multidisciplinary team.
✨Stay Updated
Demonstrate your commitment to professional development by discussing how you keep up with industry changes and compliance regulations. Mention any recent training or courses you've taken, especially if they relate to the Level 6 Advanced Diploma or current best practices in financial planning.
