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For Companies At a Glance
- Tasks: Support wealthy clients by drafting reports and conducting investment research.
- Company: Join a respected IFA with over 20 years of experience in high-net-worth practices.
- Benefits: Enjoy a competitive salary of £37-£45k and a full-time role.
- Why this job: Be part of a seamless client journey in a dynamic and supportive environment.
- Qualifications: Must have Level 4 Diploma or be progressing towards Chartered status.
- Other info: Ideal for those with strong technical skills and attention to detail.
The predicted salary is between 37000 - 45000 £ per year.
Job Description
An outstanding new role has arisen for an experienced Paraplanner to join a respeced IFA in the heart of Essex.
This is a superb IFA Paraplanner opportunity within one of the most established HNW practices we have dealt with in over 20 years.
Key Responsibilities:
- Dealing with Wealthy private clients portfolio's.
- Attend client meetings and record comprehensive notes
- Draft detailed, compliant suitability reports
- Conduct product and investment research
- Build cashflow models and support complex planning
- Liaise with providers and manage review prep
- Play a key role in ensuring a seamless client journey
About You:
- Level 4 Diploma qualified (or progressing towards Chartered)
- Experience in a Paraplanning role within an IFA
- Strong technical skills and attention to detail
The role is offered on a full time basis with salary c £37-£45k
Paraplanner employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or within IFAs. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in paraplanning.
✨Tip Number 2
Familiarise yourself with the specific software and tools commonly used in paraplanning, such as cashflow modelling software. Being proficient in these tools can set you apart during interviews and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share examples of how you've successfully managed complex portfolios and contributed to a seamless client journey, as this is crucial for the role.
✨Tip Number 4
Research the IFA you're applying to thoroughly. Understand their values, client base, and any recent news or achievements. This knowledge will help you tailor your conversations and show genuine interest during interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, especially within an IFA context. Emphasise your Level 4 Diploma qualification and any relevant technical skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Mention your experience with wealthy private clients and your ability to draft detailed suitability reports.
Showcase Your Attention to Detail: In your application, provide examples of how your strong attention to detail has positively impacted your previous roles. This could include instances where your thoroughness improved client outcomes or streamlined processes.
Prepare for Potential Questions: Think about the types of questions you might be asked in an interview related to client meetings, product research, and cashflow modelling. Prepare concise and relevant examples from your past experiences to demonstrate your expertise.
How to prepare for a job interview at Coast Specialist Recruitment
✨Showcase Your Technical Skills
As a Paraplanner, strong technical skills are crucial. Be prepared to discuss your experience with financial products and investment research. Highlight specific examples where you've successfully applied your knowledge in previous roles.
✨Demonstrate Attention to Detail
Attention to detail is key in this role. During the interview, provide examples of how you've ensured accuracy in your work, such as drafting suitability reports or managing client portfolios. This will show that you understand the importance of precision in financial planning.
✨Prepare for Client Interaction Scenarios
Since you'll be attending client meetings, be ready to discuss how you handle client interactions. Prepare scenarios where you've effectively communicated complex information to clients, ensuring they feel informed and valued throughout the process.
✨Research the Company and Its Clients
Understanding the IFA's client base and their needs can set you apart. Research the company’s values and the types of high-net-worth clients they serve. This knowledge will help you tailor your responses and demonstrate your genuine interest in the role.
