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- Tasks: Support financial advisers with client analysis, research, and report preparation.
- Company: Established Independent Financial Adviser with a strong reputation in wealth management.
- 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 for high-net-worth clients.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a Paraplanner required.
- Other info: Sociable office environment with opportunities for professional growth.
The predicted salary is between 42000 - 66000 £ 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.
Paraplanner in 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 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 gold in the job hunt.
✨Tip Number 2
Prepare for the interview 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 complex financial cases!
✨Tip Number 3
Showcase your skills during the interview by bringing examples of your past work. Whether it’s a cashflow model or a suitability report, having tangible evidence of your expertise can really set you apart from the competition.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and show that you’re genuinely interested in the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Paraplanner in 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 Relevant Experience: When filling out your application, be sure to showcase your experience as a Paraplanner. Mention specific cases you've worked on, especially those involving HNW clients or complex financial planning. We appreciate detail!
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 created suitability reports. Think about a time when your analysis made a significant impact on a client's financial strategy, and be ready to share that story.
✨Be Client-Focused
Since this role involves supporting Financial Advisers and interacting with clients, demonstrate your client-centric approach. Share experiences where you’ve gone above and beyond to meet client needs or how you’ve built strong relationships with clients and colleagues alike.
✨Stay Updated on Regulations
Make sure you're aware of the latest legislation and compliance standards in financial planning. Being able to discuss recent changes and how they affect financial advice will show that you’re proactive and knowledgeable, which is crucial for this role.
