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- Tasks: Join us as a paraplanner, supporting financial planners and clients with essential documentation and recommendations.
- Company: Fairstone is a leading financial services firm dedicated to providing tailored financial solutions.
- Benefits: Enjoy flexible working options, professional development opportunities, and a supportive team environment.
- Why this job: This role offers hands-on experience in financial planning and the chance to make a real impact.
- Qualifications: Ideal candidates should have a CII Diploma or higher and strong communication skills.
- Other info: Work from our vibrant Saffron Walden office and grow your career in finance!
The predicted salary is between 28800 - 43200 £ per year.
Fairstone is recruiting for a paraplanner to begin working from our Saffron Walden office in East of England.
Responsibilities
- Preparing and maintaining the client file:
- Check all compliance paperwork is present
- Confirm client risk profile is determined
- Discuss client objectives with planner
- Identify and obtain the information necessary to compile financial cashflow forecast
- Compile draft net worth statement – income and expenditure statements and financial cashflow forecast and discuss with planner
- Identify areas for planning along with the financial planner
- Undertake research both independently and with the financial planner to identify suitable solutions to meet the clients needs
- Prepare information/comparisons for analysis by planner
- Liaise with client’s legal and tax advisers (if applicable)
- Consider current and future allocation of assets for investment strategy with regard to client risk profile
- Prepare draft recommendation reports to be discussed/signed off by planner
- Prepare suitability letters in accordance with the agreed recommendations
- Complete application/proposals forms along with administrator
- Ensure all compliance paperwork is in order
- Make changes to clients’ investments as instructed
- Implement the chosen investment strategies
- Act as a point of contact and deal effectively with queries from clients and other parties through effective communication
- Establish and build strong relationships with clients and attend client meetings with planner if required
- Organise future planning meetings with client
- Send planning figures to client for update and revision in preparation for next meeting
- Initiate review meetings with clients
The ideal person
- Understanding of the financial planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multi-task and prioritise effectively
- Good report writing skills
- Ability to work independently and in a team
- Broad knowledge of financial services world
- High level of technical knowledge
Qualifications
- CII Diploma or higher
- Trusts (J02)
- Taxation (J01)
- Investments (IMC)
- Other technical areas (Pensions, Long-term Care)
Paraplanner employer: Fairstone Group Ltd.
Contact Detail:
Fairstone Group Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the financial planning process and the specific responsibilities of a paraplanner. Understanding the nuances of client meetings, compliance paperwork, and financial forecasting will give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners or financial planners. Attend relevant events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Brush up on your report writing skills and ensure you can articulate complex financial concepts clearly. Being able to demonstrate your ability to prepare draft recommendation reports will be crucial in showcasing your fit for the role.
✨Tip Number 4
Research Fairstone and their approach to financial planning. Tailoring your conversations and questions during the interview to reflect your understanding of their values and processes will show your genuine interest in the position.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a paraplanner as outlined in the job description. This will help you tailor your application to highlight relevant skills and experiences.
Tailor Your CV: Customise your CV to reflect the specific qualifications and skills mentioned in the job description. Emphasise your understanding of the financial planning process, report writing skills, and any relevant qualifications like the CII Diploma.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are a great fit for the paraplanner role. Mention your ability to work independently, your attention to detail, and your interpersonal skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a paraplanner.
How to prepare for a job interview at Fairstone Group Ltd.
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process. Brush up on key concepts like risk profiling, cashflow forecasting, and investment strategies, as these will likely come up during your interview.
✨Demonstrate Attention to Detail
As a paraplanner, accuracy is crucial. Be prepared to discuss how you ensure compliance and maintain detailed client files. Bring examples of how you've successfully managed complex information in the past.
✨Showcase Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so being able to simplify them for clients is essential.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready to ask your interviewers. This shows your interest in the role and helps you understand the company culture and expectations better. Consider asking about their approach to client relationships or how they support professional development.
