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- Tasks: Support consultants with wealth management planning and client communication.
- Company: Join a dynamic team focused on delivering top-notch financial services.
- Benefits: Enjoy remote work, career progression, and a flexible benefits package.
- Why this job: Be part of a collaborative culture with opportunities for social impact and personal growth.
- Qualifications: Pursuing or holding a Diploma in Regulated Financial Planning or equivalent.
- Other info: Participate in charity events and enjoy a vibrant office environment.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a Paraplanner to join our team on a full-time, permanent basis. The successful applicants will be expected to work from home with a requirement to work from a local office on a regular basis.
THE ROLE: Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required. As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery of key products and services to clients.
RESPONSIBILITIES: The successful applicants will be expected to support our clients with information gathering and planning, through to delivery on a case-by-case basis. You may also be required to be an additional point of contact for our clients alongside the client relationship managers. Other responsibilities may include, but are not limited to:
- Providing technical and investment advice support on all aspects of clients’ requirements and wealth management planning.
- Preparing, reviewing, and updating letters, proposals, and reports (with consultant direction) with attention given to the clients’ risk management position.
- Providing support in the delivery of the Group’s products and services to clients, including cash management, tax products and any special projects.
WHAT YOU NEED TO SUCCEED: Have or working towards a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (equivalent qualification will also be accepted). Sound technical knowledge of the spectrum of financial products and the relevance to client requirements including pensions, protection, wider personal wealth management. Up-to-date knowledge of the regulations, legislation, policies, and procedures relevant to the role. As this role is a certification function under the Senior Managers and Certification Regime (SMCR), the role holder will be required to undertake annual FIT assessments and must have their certification reissued annually.
BENEFITS YOU GET IN RETURN: In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following:
- Group Pension
- Life Assurance
- Income Protection
- Health Cash Plan
It is flexible so that means you can pick benefits to suit you!
Paraplanner employer: Cloudium Systems
Contact Detail:
Cloudium Systems Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and legislation relevant to paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend industry events or join online forums to gain insights and potentially get referrals that could lead to job opportunities.
✨Tip Number 3
Consider reaching out directly to current employees at StudySmarter or similar companies on LinkedIn. Ask them about their experiences and any tips they might have for someone looking to break into the paraplanning role.
✨Tip Number 4
Prepare for potential interview questions by practising how you would explain complex financial concepts in simple terms. This skill is crucial for a paraplanner, as you'll need to communicate effectively with both clients and consultants.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the technical aspects of wealth management and the specific requirements mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the role. Emphasise any experience in financial planning, client support, or technical advice that showcases your suitability for the position.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your enthusiasm for the role. Mention how your skills can contribute to the team and support the company's goals.
Highlight Relevant Qualifications: If you have a Diploma in Regulated Financial Planning or a Certificate in Paraplanning, make sure to mention these prominently. If you're working towards these qualifications, include that information as well to show your commitment to professional development.
How to prepare for a job interview at Cloudium Systems
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a solid understanding of financial products and regulations. Brush up on your knowledge of pensions, protection, and personal wealth management to impress during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about how you would gather information and support clients effectively, and be ready to discuss specific examples from your experience.
✨Highlight Your Teamwork Skills
This role involves working closely with consultants and other teams. Be prepared to talk about your experience collaborating with others and how you contribute to a collective effort in achieving goals.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support ongoing training and development for Paraplanners.
