At a Glance
- Tasks: Support a Chartered Financial Adviser with complex financial planning and high-net-worth clients.
- Company: Join a growing independent financial advice firm focused on quality planning.
- Benefits: Competitive salary, annual bonus, 25 days leave, and ongoing professional development.
- Other info: Collaborative environment with opportunities for career growth and exposure to high-net-worth cases.
- Why this job: Dive into challenging financial cases and make a real impact in the industry.
- Qualifications: Level 6 Advanced Diploma in Financial Planning and four years' paraplanning experience required.
The predicted salary is between 49500 - 60500 £ per year.
Senior Paraplanner - Level 6 (Chartered)
Outskirts of Woking, Surrey Full-time, office-based Competitive salary, dependent on experience
If you are an experienced, Level 6 qualified Paraplanner looking for technically challenging work, this role offers the opportunity to get closely involved in complex financial planning rather than simply producing reports.
You will support a Chartered Financial Adviser, work with high-net-worth client cases and contribute to the firm's Investment Committee.
The Business
You will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning.
The business has an established paraplanning function and provides an environment where advisers, paraplanners and administrators work closely together.
The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team.
The Role
Working within the paraplanning team, you will provide detailed technical support across a broad range of financial planning cases, including pensions, investments, retirement planning, taxation, trusts and inheritance tax planning.
Your responsibilities will include
- Analysing fact finds, existing client records and adviser meeting notes.
- Undertaking cashflow modelling and detailed pension and investment research.
- Reviewing existing client portfolios and researching suitable products, providers and planning strategies.
- Preparing suitability reports covering investments, pensions, drawdown, transfers, protection, trusts and inheritance tax planning.
- Supporting advisers with preparation for client meetings and reviews, with the opportunity to attend meetings where appropriate.
- Liaising with providers and working closely with advisers, administrators and compliance.
- Keeping your technical knowledge of legislation, regulation and industry developments up to date.
- Contributing to the firm's Investment Committee and wider business initiatives.
This is a full-time, office-based position on the outskirts of Woking.
- What they are looking for
- You will need to hold the
Level 6 Advanced Diploma in Financial Planning and have at least four years' paraplanning experience gained within an IFA or wealth management business. Chartered status is preferable.
You should also bring
- Strong technical knowledge across pensions, investments, taxation, protection, trusts and estate planning.
- Excellent suitability report writing and communication skills.
- Experience with relevant industry software, such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools.
- Strong organisation and attention to detail.
- A proactive, solutions-focused approach and the ability to work effectively as part of a professional team.
- The ability to commute to the Woking area on a daily basis.
Benefits
- Alongside a competitive salary based on experience, the package includes:
- Discretionary annual bonus.
- 25 days' annual leave plus bank holidays.
- Company pension scheme.
- Death in service benefit.
- Ongoing professional development and support with further qualifications.
- Exposure to complex high-net-worth financial planning cases.
- The opportunity to contribute to the Investment Committee.
- Free on-site parking.
- #J-18808-Ljbffr
Chartered Paraplanner in Woking employer: Finlink Ltd
Join a forward-thinking financial services organisation that prioritises innovation and inclusivity, offering a collaborative culture where your contributions truly matter. With a strong commitment to professional development, you'll have the opportunity to grow alongside a dedicated team while enjoying benefits like remote working, a competitive salary, and comprehensive health plans. This is not just a job; it's a chance to make a meaningful impact in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Paraplanner in Woking
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Finlink Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Paraplanner in Woking
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Finlink Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Finlink Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Finlink Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Finlink Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Finlink Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Finlink Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
