At a Glance
- Tasks: Support Financial Advisers with advanced financial analysis and client portfolio management.
- Company: Join a respected Independent Financial Adviser in a dynamic, fast-growing environment.
- Benefits: Competitive salary, professional development, and a collaborative team culture.
- Other info: Opportunity for career growth and involvement in an in-house Investment Committee.
- Why this job: Make a real impact in financial planning for high-net-worth clients.
- Qualifications: Level 4 Diploma in Financial Planning and 4 years of Paraplanning experience required.
The predicted salary is between 40000 - 50000 £ per year.
An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.
Responsibilities:
- Analyse client information from Fact Finds, existing records and meeting notes
- Conduct advanced financial analysis, cashflow modelling, pension investment research and IHT planning
- Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios
- Research products and services to make suitable recommendations
- Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business
- Attend client meetings with financial advisers when required
- Work closely with all members of the team to ensure timely business processing and submission
- Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
- Maintain relationships with product and service providers
- Active involvement within the in-house Investment Committee
Requirements:
- Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
- Must have at least 4 years’ experience as a Paraplanner
- Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
- Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
- Conscientious and diligent with meticulous attention to detail
- Excellent command of English, both verbal and in writing
- Team player
- Locally based or within a reasonable commutable distance from the office
Paraplanner in Kent employer: Hall 17 Limited t/a Style Incorporated
Join a dynamic and supportive team at a highly respected Independent Financial Adviser, where your expertise as a Paraplanner will be valued and nurtured. With a strong focus on employee growth, we offer comprehensive training opportunities and a collaborative work culture that encourages innovation and excellence. Located in a thriving area, our firm provides a stimulating environment for professionals looking to make a meaningful impact in the world of financial planning.
Contact Details:
Hall 17 Limited t/a Style Incorporated Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like ours. A personal recommendation can really make you stand out.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent industry trends. We love candidates who can discuss complex financial cases confidently, so show us what you've got!
✨Tip Number 3
Don’t just wait for job postings; be proactive! Check our website regularly and apply directly. We’re always on the lookout for talented Paraplanners who can bring their expertise to our team.
✨Tip Number 4
Follow up after interviews with a thank-you note. It shows professionalism and keeps you fresh in our minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Paraplanner in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical expertise in financial planning and any relevant software you've used, like Intelliflo or cashflow planning tools.
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 Paraplanner role. Mention your experience with HNW clients and how you can support our Financial Advisers effectively.
Showcase Your Attention to Detail:Since this role requires meticulous attention to detail, make sure your application is free from typos and errors. A well-structured application will demonstrate your conscientiousness right from the start!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Hall 17 Limited t/a Style Incorporated
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be ready to discuss advanced financial analysis, cashflow modelling, and IHT planning. The interviewers will want to see that you can handle complex cases with confidence.
✨Showcase Your Experience
Prepare specific examples from your past roles as a Paraplanner. Highlight your experience with Intelliflo, Wrap Platforms, and any other relevant tools. This will demonstrate your hands-on expertise and how you can contribute to their team right away.
✨Be Detail-Oriented
Since the role requires meticulous attention to detail, be prepared to discuss how you ensure accuracy in your work. You might even want to bring along a sample suitability report you've prepared to showcase your skills in this area.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company’s approach to client relationships or their investment strategies. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
