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- Tasks: Support advisers with complex financial cases and prepare detailed advice reports.
- Company: Join a dynamic financial planning firm focused on innovative solutions and client success.
- Benefits: Enjoy flexible working options, professional development opportunities, and a collaborative team environment.
- Why this job: Make a real impact by simplifying complex financial topics and helping clients achieve their goals.
- Qualifications: No prior experience required; just a passion for finance and a willingness to learn.
- Other info: Opportunity to mentor and train future paraplanners while working with industry experts.
The predicted salary is between 36000 - 60000 £ per year.
Working closely with advisers on complex advice cases and supporting the wider support team with technical queries, training, and client queries.
Responsibilities:
- Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bonds, and specialist tax-efficient investments such as Business Relief, EIS, and VCTs.
- Conduct technical research and analysis of clients' existing products and investments, presenting findings in detailed advice reports.
- Work collaboratively with financial planners to create bespoke planning solutions for new and existing clients.
- Discuss client objectives with financial planners, identifying where further necessary client information is required to prepare robust advice reports.
- Draft research documents to explain complex technical issues in a simple manner.
- Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling.
- Work alongside the support team to provide technical assistance relevant to any new business or servicing of existing clients.
- Assist in the training and mentoring of paraplanners and graduates.
- Liaise with third-party stakeholders such as accountants, lawyers, and service providers where relevant to provide/obtain information.
Technical Paraplanner employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning regulations and products. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with advisers and paraplanners who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your experience that showcase your analytical skills and ability to draft comprehensive advice reports. This will highlight your suitability for the Technical Paraplanner role.
✨Tip Number 4
Demonstrate your collaborative skills by sharing examples of how you've worked with teams in the past. Emphasising your ability to liaise with various stakeholders will show that you're a great fit for our supportive environment at StudySmarter.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Paraplanner. Familiarise yourself with financial planning topics such as pensions, offshore bonds, and tax-efficient investments to demonstrate your knowledge in your application.
Tailor Your CV: Highlight relevant experience in financial planning, technical research, and report writing in your CV. Use specific examples that showcase your ability to prepare advice reports and collaborate with financial planners.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your understanding of the role. Mention your skills in simplifying complex technical issues and your experience in training or mentoring others, as these are key aspects of the job.
Proofread Your Application: Ensure your application is free from errors. A well-written application reflects your attention to detail, which is crucial for a Technical Paraplanner. Consider asking a friend or colleague to review it before submission.
How to prepare for a job interview at Click To Hired
✨Understand Financial Planning Topics
Make sure you have a solid grasp of the financial planning topics mentioned in the job description, such as pensions, offshore bonds, and tax-efficient investments. Be prepared to discuss these areas in detail and demonstrate your knowledge during the interview.
✨Showcase Your Technical Research Skills
Prepare examples of past experiences where you conducted technical research and analysis. Highlight how you presented your findings in a clear and concise manner, as this is crucial for drafting advice reports.
✨Collaborative Mindset
Emphasise your ability to work collaboratively with financial planners and other team members. Share instances where you successfully contributed to bespoke planning solutions or worked alongside others to achieve a common goal.
✨Communication is Key
Since the role involves explaining complex issues simply, practice articulating technical concepts in layman's terms. This will show your potential employer that you can effectively communicate with clients and stakeholders.
