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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 opportunities for professional growth.
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
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or around Woking. Attend local finance-related events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those relevant to high-net-worth individuals. This knowledge will not only help you stand out but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience during interviews. Highlight your analytical skills and any complex cases you've handled, as this will show your capability to support financial advisers effectively.
✨Tip Number 4
Research the company’s values and recent achievements. Tailor your conversations to reflect how your personal values align with theirs, and be ready to discuss how you can contribute to their ongoing success in wealth management.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on relevant skills such as financial analysis, cashflow modelling, and compliance knowledge. Use specific examples to demonstrate your expertise in handling HNW and complex financial planning cases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention how your qualifications, such as your Level 4 Diploma and any ongoing studies towards Level 6, align with the company's needs.
Highlight Technical Skills: In your application, emphasise your proficiency with tools like Intelliflo, Wrap Platforms, and Cashflow Planning software. This will show that you are well-equipped to handle the technical aspects of the role.
Showcase Team Collaboration: Mention any previous experiences where you worked closely with financial advisers or other team members. Highlight your ability to maintain relationships with product and service providers, as this is crucial for the role.
How to prepare for a job interview at Clear IT Recruitment
✨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 to face scenario-based questions that assess your analytical skills and decision-making process. Practise articulating how you would handle complex financial cases or client situations, as this will demonstrate your problem-solving abilities.
✨Showcase Your Teamwork Skills
As the role involves working closely with advisers and other team members, be prepared to discuss your experience in collaborative environments. Highlight specific examples where you contributed to a team's success or supported colleagues effectively.
