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- Tasks: Support financial advisers by preparing client analysis and recommendation reports.
- Company: Join a successful independent financial practice in Norwich with a friendly vibe.
- Benefits: Earn up to £40,000, enjoy 25 days holiday, and work from home on Fridays.
- Why this job: Make a real impact in financial planning while developing your skills in a supportive environment.
- Qualifications: Experience in an IFA practice, strong analytical skills, and proficiency in Microsoft Office.
- Other info: Great career progression opportunities in a professional setting.
The predicted salary is between 24000 - 40000 £ per year.
We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Norwich area
Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.
The successful Paraplanner will be offered:
- Basic Salaryup to £40,000
- 25 days holiday + bank holidays
- Free Parking
- Monday to Thursday in the office + Fridays work from home
To be considered for the Paraplanner role, you must have:
- Previous experience working within an IFA practice
- Organised and methodical with excellent attention to detail
- Ability to prioritise, meet targets and deadlines
- Effective communication skills both written and verbal
- Strong analytical and numerical skills
- Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Responsibilities for the role of Paraplanner:
- Preparing analysis of the client’s existing portfolio
- Provision of technical support to Advisers
- Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
- Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
- Working closely with the Adviser to research and formulate appropriate advice
- Preparation of Recommendation Reports and supplementary documentation
- Adherence to compliance procedures, core values and high standards of client service
- Regular liaison with product providers, account managers and clients
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
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Paraplanner employer: GCB Agency Recruitment
Contact Detail:
GCB Agency Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in IFA practices. 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 confidently discuss topics like income tax and cashflow modelling. We want you to impress with your analytical skills and show them you're the perfect fit for their team!
✨Tip Number 3
Don’t forget to showcase your attention to detail! Bring examples of your previous work where you’ve prepared recommendation reports or conducted portfolio analysis. This will help demonstrate your methodical approach and strong IT skills.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we’re always looking for talented individuals like you to join our clients' teams. Let’s make it happen together!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant technical support you've provided. We want to see how your skills match 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 the perfect fit for our clients' practice. Be sure to mention your attention to detail and communication skills, as these are key for the role.
Showcase Your Analytical Skills: Since the role involves a lot of calculations and analysis, make sure to highlight any experience you have with financial analysis or using tools like Excel. We love seeing candidates who can demonstrate their numerical prowess!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at GCB Agency Recruitment
✨Know Your Numbers
As a Paraplanner, you'll need to be comfortable with calculations like income tax and capital gains. Brush up on these topics before the interview so you can confidently discuss your analytical skills and how you've applied them in previous roles.
✨Showcase Your Communication Skills
Effective communication is key in this role. Prepare examples of how you've successfully communicated complex financial information to clients or colleagues. This will demonstrate your ability to convey technical support clearly and effectively.
✨Research the Company
Familiarise yourself with the independent practice you're interviewing for. Understand their values, services, and any recent news. This shows genuine interest and helps you tailor your responses to align with their goals.
✨Prepare for Compliance Questions
Since adherence to compliance procedures is crucial, be ready to discuss your understanding of regulatory requirements. Think of specific instances where you've ensured compliance in your previous work, as this will highlight your attention to detail and professionalism.
