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- Tasks: Join a collaborative team to draft advice letters and conduct technical research for clients.
- Company: A respected financial planning firm prioritising exceptional client service and teamwork.
- Benefits: Enjoy hybrid work options, professional development, and exposure to diverse client scenarios.
- Why this job: Make a meaningful impact in a quality-driven culture with experienced professionals.
- Qualifications: Level 4 Financial Planning Diploma and strong analytical skills required.
- Other info: Ideal for those who thrive in team environments and seek to support high-net-worth clients.
The predicted salary is between 43200 - 72000 £ per year.
Hybrid (2 days wfh)
Our client, a highly regarded financial planning firm based near Hemel is seeking an experienced and technically astute Paraplanner to join their friendly and collaborative team. This is a rare opportunity to become part of a business that places exceptional client service and team cohesion at the heart of everything they do.
Working closely with Managing Directors, Chartered Financial Planners, Wealth Advisers, and Investment Specialists, the successful candidate will play a key role in delivering high-quality advice and technical support to a loyal and growing client base.
Key Responsibilities:
- Drafting detailed advice letters and suitability reports relating to pensions, investments, and income drawdown
- Preparing comprehensive review documentation and content for annual client meetings
- Creating accurate and insightful cashflow models to support financial planning recommendations
- Conducting in-depth technical research to underpin client strategies
- Providing technical assistance on complex client queries
- Collaborating with internal teams to maintain seamless client service
- Attending occasional client meetings (most meetings are held in-house)
Required Skills and Experience:
- Diploma in Financial Planning (Level 4 qualified)
- Strong understanding of the financial planning process
- Excellent written and verbal communication skills
- High level of attention to detail and analytical ability
- Comfortable managing multiple priorities and deadlines
- Advanced Microsoft Office skills, particularly Word and Excel
- Experience using industry CRM/back-office systems (e.g., X-Plan, Intelligent Office)
- Confident taking accurate meeting notes and liaising with clients directly
- Familiarity with cashflow modelling tools
Desirable Attributes:
- Experience supporting senior advisers or advisory teams
- Strong technical knowledge of pensions and investments
- Exposure to high-net-worth clients and complex financial planning needs
- Track record of producing bespoke, technically detailed reports
- Additional qualifications such as:
- Chartered Financial Planner
- Certified Financial Planner
- Other relevant technical accreditations
What Makes This Opportunity Stand Out:
- A collaborative and professional working environment
- Opportunity to work alongside highly experienced professionals
- Exposure to diverse and complex client scenarios
- A quality-driven culture with a strong emphasis on personalised client service
This is an ideal role for a technically proficient Paraplanner who thrives in a team-oriented environment and is looking to make a meaningful contribution to a reputable and well-structured financial planning firm.
To express interest in this opportunity, please apply today to Samantha at Financial Divisions #J-18808-Ljbffr
Technical Paraplanner - Wealth Management - Offices near Hemel Hempstead - Up to £60,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner - Wealth Management - Offices near Hemel Hempstead - Up to £60,000
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Financial Advisers. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in financial planning, particularly cashflow modelling and CRM systems like X-Plan or Intelligent Office. Being well-versed in these areas will demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported senior advisers or managed complex client queries in previous roles. Highlighting your experience with high-net-worth clients can set you apart from other candidates.
✨Tip Number 4
Showcase your attention to detail and analytical skills during any interviews. Be ready to explain how these skills have helped you produce bespoke reports or conduct in-depth technical research in your past positions.
We think you need these skills to ace Technical Paraplanner - Wealth Management - Offices near Hemel Hempstead - Up to £60,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, particularly your technical skills in financial planning, pensions, and investments. Use specific examples to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your qualifications, such as your Diploma in Financial Planning, and explain how your skills align with their needs.
Highlight Technical Skills: Emphasise your proficiency with Microsoft Office, especially Word and Excel, as well as any experience with CRM systems like X-Plan or Intelligent Office. This will show you are well-equipped for the technical aspects of the job.
Showcase Attention to Detail: Provide examples in your application that demonstrate your high level of attention to detail and analytical ability. This is crucial for drafting advice letters and conducting technical research.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
Be prepared to discuss your understanding of financial planning processes, particularly around pensions and investments. Highlight any specific experiences where you've successfully applied your technical skills in real-world scenarios.
✨Demonstrate Attention to Detail
Since the role requires drafting detailed advice letters and reports, be ready to provide examples of how you've maintained high standards in your previous work. Mention any tools or methods you use to ensure accuracy in your documentation.
✨Communicate Clearly and Confidently
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly, especially when discussing complex financial concepts. Consider preparing a few key points about your experience that you can share succinctly.
✨Prepare for Team Collaboration Questions
As the role involves working closely with various teams, think of examples that demonstrate your ability to collaborate effectively. Be ready to discuss how you've contributed to team success in past roles and how you handle differing opinions within a team setting.
