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- Tasks: Support financial advisers by preparing reports and conducting research for client solutions.
- Company: Join a forward-thinking financial services firm with a focus on teamwork.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Regulated Diploma in Financial Planning or equivalent; strong IT and communication skills.
- Other info: Dynamic role with a focus on compliance and client service excellence.
The predicted salary is between 36000 - 60000 £ per year.
Responsibilities
- Discuss client objectives with the Adviser during debrief.
- Identify any shortfalls in client information and discuss with the Adviser.
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client's needs.
- Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Check all compliance paperwork and internal sign off documents are present.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser.
- Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up-to-date report template is used.
- Request and obtain application forms and other associated paperwork.
- Submit paperwork when advice taken up in accordance with Company procedures.
- Ensure all paperwork is in order.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- On-going servicing of clients, for example withdrawals or fund switches.
- Ensure adherence to Department's and Company procedures, including all Compliance guidelines, and Department's Key Performance Indicators (KPIs)/objectives.
Qualifications
- Minimum of Regulated Diploma in Financial Planning (CII) or equivalent.
- Understanding of the Financial Planning process, including any Paraplanning department's processes and procedures, and ensure that these are followed in all instances.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- Ability to multi-task and to prioritise and plan own workload.
- Strong IT skills.
- Good report writing and communication skills.
- A "can do" approach.
Paraplanner employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills and understanding of compliance guidelines. We recommend practising common interview questions related to client objectives and report writing, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and match your skills. Tailor your approach to each company to show them why you’re the perfect fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight your skills and fit for the position.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Know Your Stuff: Before you start writing, make sure you understand the role of a Paraplanner and the responsibilities involved. This will help you tailor your application to show how your skills and experience align with what we’re looking for.
Be Clear and Concise: When you're putting together your application, keep it straightforward. Use clear language and avoid jargon unless it's relevant. We want to see your communication skills shine through!
Show Your Process: Highlight your understanding of the financial planning process in your application. Mention any relevant experience you have with compliance paperwork, financial analysis, or report writing to demonstrate that you can hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Close Brothers Group
✨Know Your Stuff
Make sure you understand the financial planning process inside out. Brush up on the responsibilities of a paraplanner, especially around client objectives and compliance paperwork. Being able to discuss these topics confidently will show that you're serious about the role.
✨Prepare for Scenarios
Think about potential scenarios you might face in the role, like how to handle shortfalls in client information or how to prioritise tasks. Practising your responses will help you articulate your thought process during the interview.
✨Showcase Your IT Skills
Since strong IT skills are essential, be ready to discuss any relevant software or systems you've used in the past. If you have experience with back-office systems, make sure to highlight that, as it’s a key part of the job.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s processes and how they ensure compliance. This not only shows your interest but also gives you a chance to demonstrate your understanding of the role and its challenges.
