At a Glance
- Tasks: Support consultants by producing high-quality technical reports and mentoring junior Paraplanners.
- Company: Join a leading financial services firm with a focus on professional development.
- Benefits: Competitive salary, mentorship opportunities, and a dynamic work environment.
- Other info: Opportunity for career growth and involvement in exciting projects.
- Why this job: Make a real impact in client service while developing your skills in a supportive team.
- Qualifications: Diploma qualified with experience in writing suitability reports and strong communication skills.
The predicted salary is between 40000 - 50000 € per year.
The role will be working as part of a productive, high performing team to provide full support to the consultants. The role will need to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. As part of the role, we would be looking for the colleague to act as a mentor to less experienced Paraplanners within the team to help with their development.
Responsibilities
- To produce clear, high quality technical suitability reports in a timely manner.
- To develop a good understanding of the client's needs and requirements from review of the file and identify the key client objectives prior to commencing writing a report or letter.
- Identify key Financial Planning issues before drafting a suitability report and discuss these with the Consultant to agree before any further action is taken.
- Evaluate and analyse existing plan information.
- To successfully interpret risk analysis and be able to comment on whether both existing plans and proposed advice is suitable for the client.
- Demonstrate and apply technical knowledge within the suitability report, communicating the key issues clearly.
- Tailor suitability reports to the client's needs and requirements in every aspect whilst following the Crowe FPUK advisory and reporting standards.
- To provide high quality technical, administrative and research support to the Consultant team.
- Deliver clear and concise communication to the Consultant and Client Support teams as appropriate in terms of the report delivery and any issues identified.
- Undertake whole of market research as required, including investments, pensions and protection plans.
- Attend, when requested, client meetings alongside the Consultant.
- To be aware and act upon any compliance, risk and quality issues.
- Maintain the iO database ensuring that all tasks are completed in line with the company policy and procedures with up to date accurate information together with the correct labelling of the client documents.
- To keep up to date with current regulation and expand knowledge through own learning.
Additional Responsibilities (Senior Level)
- Assist the Head of Paraplanning with checking the quality of other Paraplanners reports.
- Check the technical calculations of other Paraplanners and Senior Paraplanners.
- Provide mentorship for Trainee Paraplanners.
- Provide support for complex cashflow.
- Provide support for complex calculations.
- Support the wider business with projects to improve efficiency and client delivery.
- Contribute ideas for the improvement of advice delivery.
- Take an active role in promoting Crowe FPUK: this includes, proactively sharing news about Crowe on LinkedIn, contributing articles for our monthly client newsletter.
- Being a role model for other paraplanners by keeping up CPD.
- Being a role model for other members of the team by taking an active part in the Crowe ED&I initiatives.
- Potential to join the Investment Committee.
- Potential to get involved with other business operations.
- Take an active part in team meetings encouraging other team members to speak up.
- Take an active role at team days which may include presenting to the wider team.
- Present cashflow within client meetings when required.
Qualifications
- Diploma qualified.
- Previous experience in an IFA environment.
- Previous experience writing suitability reports.
- Knowledge of research tools (Financial Express Analytics, Iress The Exchange).
- Proficient IT skills in core Microsoft Office systems.
- Organisation and prioritisation skills.
- A good understanding of regulatory requirements.
- Excellent numerical, verbal and written communication skills with an eye for detail.
- Experience using Intelliflo Office (preferable).
- Experience of cashflow modelling.
- A thorough knowledge of Pensions, Investments and Protection products.
- A high level of technical knowledge and the ability to perform technical calculations.
Desirable
- Chartered or working towards becoming chartered.
- A minimum of three years in a technical Paraplanner role.
- Experience mentoring Paraplanners.
- Excellent presentation skills.
Senior Paraplanner in Cheltenham employer: Crowe LLP
At Crowe FPUK, we pride ourselves on fostering a collaborative and high-performing work environment where every team member is valued. As a Senior Paraplanner, you will not only contribute to delivering exceptional client service but also have the opportunity to mentor and develop less experienced colleagues, enhancing your own professional growth. With a strong commitment to employee development, a focus on quality, and a culture that encourages innovation and teamwork, Crowe FPUK stands out as an excellent employer in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that Senior Paraplanner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best suitability reports and any other relevant work. When you get the chance to chat with potential employers, we want you to wow them with your expertise and attention to detail.
✨Tip Number 3
Practice makes perfect! Before interviews, rehearse common questions and scenarios you might face as a Senior Paraplanner. We suggest doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 4
Apply through our website! It’s the easiest way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, don’t hesitate – hit that apply button!
We think you need these skills to ace Senior Paraplanner in Cheltenham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in writing suitability reports and mentoring. We want to see how your skills align with our needs, so don’t hold back on showcasing your relevant achievements!
Showcase Your Technical Skills:Since the role requires a high level of technical knowledge, be sure to mention your proficiency with research tools and any experience you have with cashflow modelling. We love seeing candidates who can demonstrate their analytical abilities!
Be Clear and Concise:When writing your application, clarity is key! Use straightforward language and structure your thoughts logically. This will not only make it easier for us to read but also reflect the clear communication we value in our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at Crowe LLP
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around suitability reports and financial planning issues. Familiarise yourself with the tools mentioned in the job description, like Financial Express Analytics and Intelliflo Office, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Mentorship Skills
Since the role involves mentoring less experienced Paraplanners, be ready to share examples of how you've supported others in their development. Think about specific instances where you've guided a colleague or contributed to their learning, and be prepared to discuss your approach to mentorship.
✨Tailor Your Communication
Effective communication is key in this role. Prepare to demonstrate how you can convey complex information clearly and concisely. You might want to practice explaining a technical concept in simple terms, as this will show your ability to adapt your communication style to different audiences.
✨Stay Current and Compliant
Keep yourself updated on the latest regulations and compliance requirements in the financial sector. Be ready to discuss how you stay informed and how you ensure that your work aligns with these standards. This shows that you're proactive and committed to maintaining high-quality service.
