At a Glance
- Tasks: Support Financial Advisers and manage client journeys through admin and paraplanning duties.
- Company: Award-winning Wealth Management firm with a collaborative culture.
- Benefits: Clear career progression, supportive team, and long-term career prospects.
- Other info: Enjoy a dynamic environment with excellent employee retention.
- Why this job: Join a respected firm and make a real impact in clients' financial journeys.
- Qualifications: Level 4 Diploma qualified or working towards it, with strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Our client is an award-winning Wealth Management firm with approximately £2 billion of Assets Under Management (AUM). Due to continued growth and expansion, they are seeking an experienced Paraplanner to join their highly successful team. This is an excellent opportunity to become part of a collaborative and supportive environment that is committed to developing and enhancing employees' careers. With one of the highest staff retention rates in the industry, this is a business where people genuinely enjoy working and building long-term careers.
The Role
As a Paraplanner, you will work closely with Financial Advisers and be responsible for supporting the end-to-end client journey through a combination of administration and paraplanning duties.
Administration Responsibilities
- Answering incoming calls and dealing with client and provider queries.
- Processing incoming and outgoing post.
- Scanning and logging Letters of Authority (LOAs) onto the LOA tracker.
- Requesting information from providers via email and post.
- Chasing outstanding policy information with providers.
- Maintaining and updating the LOA tracker.
- Preparing and distributing monthly client valuations.
Paraplanning Responsibilities
- Working closely with a dedicated Adviser and attending daily case update meetings.
- Liaising with clients via telephone, email and post when required.
- Conducting research to support new business recommendations.
- Drafting suitability reports, cover letters, one-page summaries and other client-facing documentation.
- Preparing and pre-populating documentation for client review meetings.
- Updating client records and fact-find information on Intelligent Office (iO).
- Ensuring all client documentation is scanned, categorised and stored accurately.
- Attending client meetings when required.
Skills & Experience
- Honest, reliable and trustworthy, with the ability to maintain confidentiality and act with integrity at all times.
- Excellent written and verbal communication skills.
- Strong telephone manner and client‑facing skills.
- Proficient in Microsoft Word, Excel and Outlook.
- Excellent interpersonal skills, with the ability to build positive relationships with clients, providers and colleagues.
- Strong organisational skills with the ability to prioritise workload effectively.
- High level of accuracy and attention to detail.
- Committed to professional development and completing industry examinations.
- Level 4 Diploma qualified (or actively working towards qualification).
What's on Offer?
- Opportunity to join a growing and highly respected wealth management firm.
- Supportive and collaborative team culture.
- Clear career progression and professional development opportunities.
- Excellent employee retention and long-term career prospects.
Paraplanner in Reading employer: fs talent
Join an award-winning Wealth Management firm that values collaboration and employee development, offering a supportive environment where you can thrive as a Paraplanner. With a strong focus on career progression and one of the highest staff retention rates in the industry, this is a place where you can build a meaningful and rewarding long-term career.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Reading
✨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 fs talent. 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 Paraplanner in Reading
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 fs talent.
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 fs talent'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 fs talent
✨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 fs talent.
✨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 fs talent 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 fs talent 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.
