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- Tasks: As a Paraplanner, you'll analyse portfolios and support advisors with financial planning.
- Company: Join an award-winning financial advice firm known for managing ultra-high net worth portfolios.
- Benefits: Enjoy flexible working options, including part-time roles and occasional remote work.
- Why this job: Be part of a progressive team in a beautiful location with a strong reputation in the industry.
- Qualifications: Must be diploma qualified with at least 3 years of IFA experience.
- Other info: You'll receive support for further learning and development opportunities.
The predicted salary is between 32000 - 52000 £ per year.
Qualified Paraplanner route to Advisor in Watford, North Hertfordshire. Salary: £40,000 - £60,000 (Depending on Experience). Part Time Applicants considered.
Our client is a professional award-winning financial advice firm with years of experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £150m+. This role offers a great opportunity for the right candidate to work for a progressive, award-winning independent financial planning firm set in a beautiful location. They have built a fantastic reputation in the IFA/Financial Planner community.
Due to growth, the Director is creating a brand-new role within the business for a Paraplanner. The role will be office-based with occasional days working from home.
As a paraplanner, your work will consist of:
- Reporting on portfolio performance
- Analysing market offerings, services and products
- Administering and actioning any advice given by the advisor you will be supporting
Advice will cover pensions, investments, tax planning, IHT, mortgages, and some protections to clients across the London and home counties region. They also offer advice on Wills, Trusts, and Estate planning to help with inter-generational planning.
The Position – Qualified Paraplanner
- Must be diploma qualified, but will consider applicants with 1 or 2 exams outstanding
- Have at least 3 years IFA experience
Responsibilities:
- Write financial plans
- Write annual reviews
- Write suitability letters
- Update templates as required and after Budgets
- Develop all template and client-facing materials
- Update IO with client data, emails, docs, and tasks
- Liaise with clients regarding technical replies, end of tax year queries, factual information, getting permission to sell down to withdraw income and lump sums
- Transact, Nucleus and Fidelity key liaison
- Understand all platforms and how they work
Applicants for this role should have prior experience of working in a financial planning or wealth management firm. You will be supported through your development with financial contributions towards further learning.
To apply for this role and to have a further discussion about what this opportunity can bring you, please send your full CV and contact details to samn@financialdivisions.co.uk and you will receive a phone call to explore this role further.
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning and wealth management sectors. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role of a Paraplanner.
✨Tip Number 2
Familiarise yourself with the specific software and platforms mentioned in the job description, such as Transact, Nucleus, and Fidelity. Having a solid understanding of these tools will demonstrate your readiness for the role and your commitment to the position.
✨Tip Number 3
Prepare to discuss your experience with writing financial plans and suitability letters during the interview. Be ready to share examples of how you've successfully supported advisors in the past, showcasing your analytical skills and attention to detail.
✨Tip Number 4
Research the company’s reputation and recent achievements in the financial advice sector. Being knowledgeable about their awards and client base will help you tailor your conversation and show genuine interest in becoming part of their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and wealth management. Emphasise your diploma qualifications and any specific achievements that align with the responsibilities of a Paraplanner.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience with writing financial plans, annual reviews, and suitability letters, as well as your ability to liaise with clients effectively.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Paraplanner, such as analytical abilities, attention to detail, and proficiency with financial software like Transact, Nucleus, and Fidelity.
Follow Up: After submitting your application through our website, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss pensions, investments, tax planning, and estate planning in detail, as these are key areas for a Paraplanner.
✨Demonstrate Your Analytical Skills
Since the role involves analysing market offerings and reporting on portfolio performance, be ready to showcase your analytical skills. You might be asked to solve a case study or provide insights based on hypothetical scenarios.
✨Prepare Questions for the Interviewer
Show your interest in the firm by preparing thoughtful questions about their approach to financial planning, their client base, and how they support their employees' professional development. This demonstrates your enthusiasm and commitment to the role.
✨Highlight Your Experience
With at least 3 years of IFA experience required, be sure to highlight your relevant work history. Discuss specific examples of financial plans you've written or client interactions that showcase your expertise and ability to handle complex situations.
