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- Tasks: Work closely with Chartered Advisers, drafting reports and conducting financial analysis.
- Company: Join a boutique IFA in Horsham, dedicated to exceptional client satisfaction and growth.
- Benefits: Enjoy a competitive salary, study support, and your birthday off work!
- Why this job: Gain hands-on experience in wealth management with opportunities for career progression.
- Qualifications: Level 4 diploma or working towards it, with a background in wealth management.
- Other info: Flexible role for those aspiring to be advisers or preferring technical paraplanning.
The predicted salary is between 32000 - 46000 £ per year.
Client facing role - work on a 1-2-1 basis with Chartered Adviser.
Offices near Horsham (Sussex). Boutique IFA with 400 clients.
My client is a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. They manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections.
The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system.
The Directors are creating 2 brand-new roles for Paraplanners who can work on a 1-2-1 basis with each of the 2 Chartered Advisers in the business. You will be working towards your level 4 diploma or have completed it and have good technical knowledge and writing suitability reports. You will have a background in a wealth management business, have a proactive attitude and have a desire to get stuck in and learn alongside very experienced advisers. You will be drafting reports, doing analysis, cashflow modelling and some occasional admin work but this is a very progressive role with the intention that for the right person they can be an adviser in the future. If you don’t aspire to be an adviser but prefer to be a technical paraplanner this is also fine.
Salary: £40k - £55k (negotiable)
Benefits:
- Full training and onboarding
- 23 days holiday + bank holidays
- Your Birthday off work plus study leave
- Full study support for industry exams
If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner (Horsham) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Horsham)
✨Tip Number 1
Familiarise yourself with the Xplan back-office system, as it's the main tool used by the firm. Having a solid understanding of this platform will not only boost your confidence but also demonstrate your commitment to integrating smoothly into their workflow.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience as paraplanners or advisers. Engaging in conversations about their experiences can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your proactive attitude by preparing questions about the firm's approach to client relationships and their methods for ensuring customer satisfaction. This will highlight your eagerness to learn and contribute positively to their team.
✨Tip Number 4
Research the types of clients the firm serves, particularly high-net-worth individuals and local families. Understanding their specific needs and challenges will allow you to tailor your discussions and demonstrate your readiness to support the advisers effectively.
We think you need these skills to ace Paraplanner (Horsham)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and paraplanning. Emphasise any technical knowledge, particularly in writing suitability reports and cashflow modelling, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention your desire to progress within the firm and how your proactive attitude aligns with their values of exceptional customer satisfaction and professional development.
Showcase Relevant Skills: Highlight specific skills that are pertinent to the role, such as analytical abilities, attention to detail, and familiarity with financial planning tools like Xplan. This will demonstrate your readiness to contribute effectively from day one.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial services industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and regulations. Be prepared to discuss your experience with pensions, investments, and tax planning, as well as any relevant qualifications you hold.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client situations. Think of examples from your past experience where you've successfully navigated complex financial scenarios or provided exceptional client service.
✨Express Your Career Aspirations
The role offers a pathway to becoming an adviser or a career as a technical paraplanner. Be clear about your career goals and how they align with the company's vision, showing your enthusiasm for growth and development within the firm.
✨Familiarise Yourself with Xplan
Since the company uses Xplan as their main back-office system, having a basic understanding of this platform can set you apart. If you have experience with similar tools, mention it, and express your willingness to learn quickly.
