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- Tasks: Support financial advisers by preparing client review packs and drafting suitability reports.
- Company: Join a client-focused financial planning team dedicated to high-quality advice.
- Benefits: Gain valuable experience in finance with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning or equivalent required.
- Other info: Dynamic team environment with a focus on compliance and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a motivated and technically capable Paraplanner to join a client-focused financial planning team. The role involves supporting advisers in delivering high-quality financial advice while ensuring compliance and suitability across all client recommendations.
Key Responsibilities
- Prepare and manage client review packs, including portfolio analysis, risk assessments, and suitability documentation.
- Draft suitability reports for investment, pension, and retirement planning.
- Support advisers with advice qualification, ensuring recommendations are practical, compliant, and aligned with client objectives.
- Assist with new business processes, including client onboarding, documentation, and provider liaison.
- Carry out calculations for pension allowances, CGT, IHT, and other tax-efficient strategies.
- Maintain accurate records, ensuring compliance with regulatory requirements.
- Support the team with technical queries, process improvement, and administrative tasks.
Skills & Experience
- CII Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Strong knowledge of financial planning principles, investment products, and tax wrappers.
- Experience producing suitability reports and supporting advisers.
- Excellent analytical, numerical, and attention-to-detail skills.
- Strong communication skills, able to explain technical concepts clearly.
- Confident using platforms such as Intelligent Office, FE Analytics, and other portfolio systems.
Paraplanner in Harwich employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Harwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Paraplanner role!
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best work, like suitability reports or client review packs. This will give potential employers a taste of what you can bring to their team and set you apart from the crowd.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to financial planning and compliance. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you. Tailor your application to highlight your experience with investment products and tax-efficient strategies, and let us help you land that dream job as a Paraplanner!
We think you need these skills to ace Paraplanner in Harwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning principles, investment products, and any relevant qualifications like the CII Level 4 Diploma. We want to see how your skills align with what we’re looking for!
Showcase Your Skills: In your application, don’t just list your skills—show us how you’ve used them! Whether it’s drafting suitability reports or managing client review packs, give us examples that demonstrate your analytical and communication prowess.
Be Clear and Concise: When writing your application, clarity is key. Use straightforward language and avoid jargon unless it’s necessary. We appreciate a well-structured application that gets straight to the point while still showcasing your personality!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your financial planning principles and investment products. Familiarise yourself with the latest regulations and compliance requirements, as well as the tools like Intelligent Office and FE Analytics that you’ll be using. This will show that you're not just technically capable but also genuinely interested in the role.
✨Prepare Real-Life Examples
Think of specific instances where you've successfully supported advisers or produced suitability reports. Be ready to discuss how you handled client onboarding or tackled complex calculations. This will help demonstrate your analytical skills and attention to detail, which are crucial for a Paraplanner.
✨Practice Your Communication Skills
Since you'll need to explain technical concepts clearly, practice articulating your thoughts. You might want to do a mock interview with a friend or family member. This will help you feel more confident and ensure you can convey your knowledge effectively during the actual interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to financial planning and how they support their advisers. This shows that you’re engaged and serious about the role. Plus, it gives you a chance to assess if the company aligns with your career goals.
