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- Tasks: Support advisers by researching and producing reports for clients.
- Company: Join a leading national IFA practice experiencing rapid growth.
- Benefits: Enjoy an excellent salary, study support, and a defined career path.
- Other info: Work in a flexible environment with both face-to-face and remote meetings.
- Why this job: Be part of a dynamic team with opportunities for advancement and client interaction.
- Qualifications: Experience in paraplanning and technical support is essential; CII Dip preferred.
The predicted salary is between 36000 - 60000 £ per year.
The Blackpool office of a highly successful, three office Chartered IFA firm are looking for a paraplanner/report writer to join their team. Working in an existing team of three you will be supporting two advisers. The firm are keen to support you in achieving industry qualifications and and promote from within.
Benefits
- You will receive excellent salary (£35k- £50k) executive benefits and earnings.
The company
- A leading regional IFA practice.
Role
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Attending client meetings as required
The candidate
- Ideally Dip Level 4
- Experience in writing reports of all types for private clients
- Working with Advisers and the rest of the technical team to ensure all client queries and reports are completed in a timely manner to the utmost standard.
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Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific software packages and platforms mentioned in the job description. Being well-versed in these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with current or former employees of the IFA practice. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 3
Prepare to discuss your experience in paraplanning in detail. Be ready to share specific examples of how you've supported advisers and handled client queries, as this will showcase your practical knowledge and problem-solving skills.
✨Tip Number 4
Stay updated on industry trends and regulations that affect financial advising. Showing that you are knowledgeable about the current landscape will impress potential employers and highlight your commitment to professional development.
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 and technical support. Emphasise any relevant qualifications, such as the CII Dip, and showcase your familiarity with major software packages and platforms.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience working with clients in the £250k plus space and your ability to provide full support to Advisers. This is your chance to show your enthusiasm for the role.
Showcase Relevant Skills: In your application, highlight skills that are crucial for the role, such as research capabilities, report production, and client communication. Provide examples of how you've successfully handled client queries or supported a team in previous roles.
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 essential in the paraplanning field.
How to prepare for a job interview at Ferguson Dean
✨Showcase Your Technical Knowledge
As a paraplanner, you'll need to demonstrate your understanding of financial products and regulations. Brush up on your knowledge of major software packages and platforms, and be prepared to discuss how you've used them in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client queries. Think of examples from your past experience where you successfully resolved issues or provided valuable insights to advisers.
✨Highlight Your Teamwork Skills
Since you'll be working closely with a team of advisers, it's important to convey your ability to collaborate effectively. Share examples of how you've contributed to team success in previous positions, especially in a fast-paced environment.
✨Express Your Career Aspirations
This role offers a defined career path into advice, so make sure to communicate your long-term goals. Discuss how this position aligns with your aspirations and how you plan to grow within the company.