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For Companies At a Glance
- Tasks: Support financial advisers with client analysis, research, and report preparation.
- 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 dynamic 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 40000 - 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 in Knaphill 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 Knaphill
✨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 firm you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that Senior Paraplanner role.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss advanced financial analysis, cashflow modelling, and IHT planning. We want you to shine when they ask about your experience with Intelliflo or other back office systems!
✨Tip Number 3
Showcase your teamwork skills! This role involves working closely with advisers and the paraplanning team, so be ready to share examples of how you've collaborated effectively in the past. We love to see candidates who can fit into our sociable and professional environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always on the lookout for passionate individuals ready to take their career to the next level with us.
We think you need these skills to ace Senior Paraplanner in Knaphill
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 passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: When filling out your application, be sure to showcase your experience with Intelliflo, Wrap Platforms, and other tools mentioned in the job description. We’re keen to see how you’ve used these in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It helps us keep track of applications and ensures you’re considered for this exciting opportunity with us!
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 tax allowances. Familiarise yourself with the tools mentioned in the job description, like Intelliflo and cashflow planning software, so you can speak confidently about your experience.
✨Showcase Your Analytical Skills
Prepare to discuss how you've conducted advanced financial analysis and cashflow modelling in previous roles. Bring examples of how your analysis has directly supported advisers and improved client outcomes, as this will demonstrate your value to the team.
✨Be Client-Focused
Since the role involves working closely with clients, think of instances where you've provided exceptional client support. Highlight your ability to maintain relationships and how you've contributed to successful client meetings or reviews in the past.
✨Stay Updated on Regulations
Make sure you're aware of the latest legislation and compliance standards in financial planning. Being able to discuss how you keep up-to-date with industry changes will show that you're proactive and committed to best practices.
