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For Companies At a Glance
- Tasks: Support financial advisers by preparing reports and conducting detailed research.
- Company: Established wealth management firm with a collaborative team culture.
- Benefits: Competitive salary up to £45,000, professional development, and a supportive work environment.
- Why this job: Join a professional team and make a real impact in clients' financial planning.
- Qualifications: Experience in financial planning and strong analytical skills.
- Other info: Opportunity for career growth in a respected legal business.
The predicted salary is between 36000 - 60000 £ per year.
A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients.
Role
The paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards.
Key Responsibilities
- Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planning
- Prepare suitability reports, recommendation summaries and technical documentation
- Assist with fact-find analysis and identify appropriate financial planning strategies
- Carry out product and fund comparisons, portfolio analysis and cashflow modelling
- Ensure compliance with FCA regulations and internal procedures
- Maintain accurate records and support the advice process from initial enquiry
Paraplanner in England employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and compliance confidently. We want you to shine when they ask about your experience with financial planning!
✨Tip Number 3
Showcase your skills through practical examples. When discussing your past work, highlight specific projects where you prepared reports or conducted analysis. This will demonstrate your ability to support advisers effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your experience in financial planning, compliance, and report writing. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality show through.
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your ability to conduct research, prepare reports, and support advisers. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Finlink Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning strategies. The interviewers will likely ask you about specific scenarios or regulations, so being well-versed in these areas will show that you're the right fit for the paraplanner role.
✨Prepare Your Examples
Think of concrete examples from your past experience where you've successfully supported advisers or prepared reports. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easier for the interviewers to see your impact.
✨Show Your Team Spirit
Since this role involves working closely with advisers, highlight your collaborative skills. Share instances where you've worked as part of a team to achieve a common goal, demonstrating that you can contribute positively to their professional and collaborative environment.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's approach to financial planning and how they support their paraplanners. This not only shows your interest in the role but also gives you insight into whether the company culture aligns with your values.
