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For Companies At a Glance
- Tasks: Support financial advisers with client analysis, research, and reporting.
- 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 financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and Paraplanning experience required.
- Other info: Sociable office environment with opportunities for growth.
The predicted salary is between 33000 - 77000 £ 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
- 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 £55,000 (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.
Locations
Paraplanner in Surrey, Woking employer: Clear IT Recruitment
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Surrey, Woking
✨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 Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss investments, pensions, and IHT planning. We want you to shine when they ask about your experience with cashflow modelling or compliance standards!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your past roles, highlight specific cases where you provided comprehensive support to advisers or conducted advanced financial analysis. This will demonstrate your value as a Paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Surrey, Woking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial analysis, cashflow modelling, and any relevant software you've used. 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 technical competence in investments, pensions, and tax allowances. We’re keen on candidates who are up-to-date with legislation and compliance, so make sure to highlight that experience!
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 from us. Good luck!
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 created cashflow models. Think about a time when your analysis directly impacted a client's financial strategy and be ready to share that story.
✨Be Client-Focused
Since this role involves supporting Financial Advisers and attending client meetings, demonstrate your understanding of client needs. Share experiences where you’ve tailored solutions for high-net-worth clients or complex cases, showing that you can think on your feet and adapt to different situations.
✨Stay Updated on Regulations
Make it clear that you keep up with the latest legislation and compliance standards in financial planning. You might want to mention any recent changes in regulations that could affect the industry, showing that you're proactive and knowledgeable about best practices.
