At a Glance
- Tasks: Support financial planners and manage client relationships in a dynamic team.
- Company: B-Corp certified Independent Financial Adviser firm with a friendly culture.
- Benefits: Competitive salary, discretionary bonus, and 20 days holiday.
- Other info: Opportunity for career advancement and further training towards Level 7 certification.
- Why this job: Join a family-oriented business and make a real impact on clients' financial futures.
- Qualifications: Minimum Level 4 diploma; strong analytical and communication skills required.
The predicted salary is between 35000 - 45000 € per year.
We are looking for a new Paraplanner to join our friendly team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families.
As Paraplanner, you will be responsible for providing high quality support and ensuring complete and accurate records are maintained. We pride ourselves on providing exceptional levels of service to clients. This is a great opportunity for a highly competent and qualified Paraplanner with exceptional technical and inter-personal skills to become an integral part of the team. You will have the opportunity to develop your role around your own skill set and to play an important role in our exciting future.
Skills Required:
- Minimum Diploma Level (Level 4) qualified, preferably Advanced Diploma (Level 6)
- Opportunity to take further exams/training with an expectation to advance towards Level 7 (Certified Financial Planner)
- Strong knowledge of all investment, life and pension products, legislation and compliance
- Excellent analytical skills
- Excellent administrative, research, report writing and communication skills
We will consider applicants that are part way through their training or recently qualified.
Job Description:
- Working as part of a small team of Paraplanners in supporting the Financial Planners and Client Relationship Managers
- Analysis of clients' circumstances and requirements to develop financial plans using Voyant and Timeline cash flow modelling tools
- Completing suitability reports
- Participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes
- Research, analysis and compiling documentation for Financial Planners and compliance
- Assisting in client meetings
- Maintain the workflow alongside the team to provide a timely and accurate service to clients and Financial Planners
- Maintaining and developing our back-office systems (Intelligent Office), managing workflows and assisting in the processing of business
- Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person
This is a family orientated business with an excellent working environment and culture. We are offering the following to the successful candidate:
- Competitive salary plus discretionary bonus
- 20 days holiday
Paraplanner in Newland employer: Expert Financial Solutions Ltd
Join a B-Corp certified Independent Financial Adviser firm that values exceptional service and employee growth. As a Paraplanner, you'll be part of a supportive team dedicated to the financial planning needs of 300 client families, with opportunities for professional development and a family-oriented work culture. Enjoy a competitive salary, discretionary bonuses, and a positive working environment that fosters collaboration and personal advancement.
Contact Detail:
Expert Financial Solutions Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Newland
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 practising common questions related to paraplanning and financial planning. We recommend doing mock interviews with friends or family to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like reports or analyses you've completed, to demonstrate your expertise during interviews. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our friendly team and contributing to our mission.
We think you need these skills to ace Paraplanner in Newland
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your qualifications, especially if you have that Level 4 or 6 diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share why you're passionate about financial planning and how you can contribute to our team. Keep it friendly and professional, just like us at StudySmarter.
Show Off Your Skills:Don’t hold back on showcasing your analytical and communication skills. We love candidates who can demonstrate their expertise in investment products and compliance. Use examples from your experience to back it up!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and makes sure your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Expert Financial Solutions Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, life, and pension products. Familiarise yourself with the latest legislation and compliance requirements. This will not only show your expertise but also demonstrate your commitment to staying updated in the financial services sector.
✨Showcase Your Skills
Prepare to discuss your analytical skills and how you've used them in past roles. Be ready to provide examples of your report writing and communication abilities. This is your chance to highlight how your skills align with the needs of the team and the clients they serve.
✨Get Familiar with Tools
Since you'll be using tools like Voyant and Timeline for cash flow modelling, it’s a good idea to have a basic understanding of these platforms. If you can, try to get some hands-on experience or at least watch tutorials online. This will help you feel more confident during the interview.
✨Be Personable
Remember, this is a family-oriented business, so being friendly and approachable is key. Practice your interpersonal skills and think about how you can connect with the interviewers. A positive attitude and a genuine interest in helping clients will go a long way!
