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- Tasks: Draft suitability reports and conduct technical research for clients.
- Company: Join Hastings Investment Management, a rapidly growing financial firm.
- Benefits: Opportunity to progress to Financial Adviser in 2 years and work in a collaborative environment.
- Why this job: Make a real impact in the financial planning industry while developing your skills.
- Qualifications: Level 4 CII Diploma and 1-2 years of paraplanning experience required.
- Other info: Dynamic team with a focus on professionalism and efficiency.
The predicted salary is between 36000 - 60000 £ per year.
Hastings Investment Management is seeking a highly experienced and skilled Paraplanner to join our growing team. This opportunity has arisen due to the continued expansion of the business, necessitating direct support for the majority shareholder. As a key member of our team, you will take on a pivotal role, delivering high-quality suitability reports, providing comprehensive technical research across various advice areas, and managing business administration for our clients alongside the existing team. This is a fully office-based position, requiring exceptional communication skills, both written and verbal, as well as an in-depth understanding of the Financial Planning industry. Progression opportunity for this candidate to develop into being a Financial Adviser in approximately 2 years.
Key Responsibilities
- Draft detailed and robust suitability reports using provided tools, across a range of advice areas.
- Conduct technical research on existing and recommended products, including fund analysis where necessary.
- Ensure all compliance, internal documents, and provider paperwork are completed accurately and stored in the back-office system.
- Adhere to company policies, procedures, and compliance standards at all times.
- Maintain awareness of and act in accordance with all relevant legislative and regulatory requirements.
- Collaborate with Financial Advisers to discuss client objectives and gather any additional information required to prepare suitability reports.
- Communicate effectively with product providers and other third parties, as needed.
- Actively expand industry knowledge and stay updated through internal and external resources.
Candidate Requirements
- Minimum qualification of Level 4 CII Diploma in Financial Planning.
- At least 1-2 years of paraplanning experience within the Financial Planning industry, directly supporting Financial Advisers.
- Advanced knowledge and expertise in the Financial Planning sector.
- Proficiency in desktop applications, including Microsoft Word, Excel, and Outlook.
- Familiarity with Intelliflo or similar back-office systems.
About Us
Hastings Investment Management is currently an Appointed Representative of Price Ferguson Limited, who are authorised and regulated by the Financial Conduct Authority. Since launching in December 2020, we have experienced consistent growth. As an Appointed Representative, we operate under the branding, compliance, and IT infrastructure provided by Price Ferguson Ltd. We are committed to delivering the highest standards of professionalism and efficiency in every aspect of our work, fostering a collaborative and results-driven environment.
Paraplanner employer: Hastings Investment Management
Contact Detail:
Hastings Investment Management 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 industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and communication skills. Practice answering common paraplanning questions and be ready to discuss your experience with suitability reports and compliance standards. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Hastings Investment Management is growing, so check out our website for opportunities. Tailor your approach to show how you can contribute to our team.
✨Tip Number 4
Stay updated on industry trends and regulations. This not only helps you in interviews but also shows potential employers that you're proactive and committed to your professional development. Join relevant forums or follow industry news!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in drafting suitability reports and conducting technical research, as these are key responsibilities we’re looking for.
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Word, Excel, and Outlook. If you’ve used Intelliflo or similar systems, let us know! We want to see how your skills align with what we need.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured documents that communicate your qualifications effectively, so make every word count!
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 this exciting opportunity with Hastings Investment Management.
How to prepare for a job interview at Hastings Investment Management
✨Know Your Stuff
Make sure you brush up on your knowledge of the Financial Planning industry. Be ready to discuss recent trends, compliance standards, and any relevant legislation. This shows that you're not just qualified but also genuinely interested in the field.
✨Master the Suitability Report
Since drafting suitability reports is a key responsibility, practice explaining how you approach this task. Bring examples of past reports you've worked on, and be prepared to discuss the tools you used and how you ensured accuracy and compliance.
✨Communication is Key
Exceptional communication skills are a must for this role. During the interview, demonstrate your ability to articulate complex ideas clearly. You might even want to prepare a few questions to ask about how the team collaborates with Financial Advisers and clients.
✨Show Your Tech Savvy
Familiarity with desktop applications and back-office systems like Intelliflo is crucial. Be ready to talk about your experience with these tools and how you've used them to enhance your efficiency and accuracy in previous roles.
