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- Tasks: Support Financial Advisers with advanced financial analysis and client portfolio management.
- Company: Respected Independent Financial Adviser with over 20 years of experience.
- Benefits: Competitive salary, 25 days holiday, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in high-net-worth financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and Paraplanning experience required.
- Other info: Fast-growing firm with a collaborative culture and excellent career progression.
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
Senior Paraplanner in London 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 London
✨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 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 complex cases!
✨Tip Number 3
Showcase your teamwork skills! Since you'll be working closely with advisers and other team members, be ready to share examples of how you've collaborated effectively in the past. We love to see candidates who can fit into our dynamic environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our well-respected team in Woking.
We think you need these skills to ace Senior Paraplanner in London
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 Your Technical Skills: Don’t forget to mention your experience with tools like Intelliflo, FE Analytics, and any other software you’ve used. We’re keen on candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
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 confidently discuss how you've used them in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past work as a Paraplanner that highlight your analytical skills and ability to support advisers. Think about complex cases you've handled and be ready to explain your thought process and the outcomes of your actions.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to wealth management and their investment strategies. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Stay Updated on Regulations
Make sure you're up to date with the latest legislation and compliance standards in financial planning. Being able to discuss recent changes and how they impact client portfolios will demonstrate your commitment to best practices and regulatory alignment.
