At a Glance
- Tasks: Support financial advisors by creating tailored financial planning solutions and reports.
- Company: Join Hewitts Consulting Limited, a dynamic firm in Canary Wharf.
- Benefits: Enjoy a competitive salary, full training, and a comprehensive benefits package.
- Other info: Full training provided, with opportunities for career growth in a supportive environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong numeracy and communication skills; experience with Microsoft Office is a plus.
The predicted salary is between 35000 - 35000 £ per year.
HEWITTS CONSULTING LIMITED is seeking a dedicated Paraplanner for a full-time, on-site position based in Canary Wharf, London. To provide paraplanning support to the Practice to ensure that clients receive the best technical service regarding financial strategies, plans and products.
Key Duties:
- Provide high level technical paraplanning support to the Practice;
- Work closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client's needs and expectations;
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
- Communicate with clients and other relevant parties to ensure the case is followed through;
- Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client's risk profile;
- Compile clear and comprehensive reports, with recommendations that are within compliance standards;
- Be the go-to individual for advice on technical queries and focus on supporting the full Client journey;
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Obtain information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
- Assist in the preparation of tax calculations where necessary;
- Prepare for and assist with Client review meetings when required;
- Work within and stay up to date with template changes and advice notes.
Key Skills:
- Strong numeracy skills;
- Comfortable using templated Suitability Letters;
- Confident in dealing with third parties and can work with total discretion;
- Highly organised with excellent communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Full training will be given to the successful candidate, along side a competitive benefits package.
Paraplanner employer: HEWITTS CONSULTING LIMITED
Hewitts Consulting Limited is an exceptional employer, offering a supportive work culture in the vibrant setting of Canary Wharf, London. With a focus on employee growth, we provide comprehensive training and a competitive benefits package, ensuring our Paraplanners thrive while delivering top-notch financial strategies to our clients. Join us to be part of a dedicated team that values collaboration and excellence in client service.
Contact Details:
HEWITTS CONSULTING LIMITED Recruitment 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 finance industry, especially those who might know about paraplanning roles. A friendly chat can lead to insider info or even a referral that could land you an interview.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial strategies and products confidently. We recommend practising common interview questions related to paraplanning to show you're the right fit for the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that paraplanner role! We make it easy for you to showcase your skills and experience directly to the hiring team. Plus, it’s a great way to stay updated on new opportunities!
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 skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your skills align with our needs. Let us know what makes you the perfect fit for Hewitts Consulting.
Showcase Your Communication Skills:Since communication is key in this role, make sure your application reflects your ability to convey complex information clearly. We love candidates who can articulate their thoughts well, so don’t hold back!
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. Plus, it’s super easy!
How to prepare for a job interview at HEWITTS CONSULTING LIMITED
✨Know Your Numbers
As a Paraplanner, strong numeracy skills are crucial. Brush up on your financial concepts and be ready to discuss how you would approach constructing financial planning solutions. Familiarise yourself with investment strategies, tax implications, and estate planning to show you’re the right fit.
✨Master the Art of Communication
You’ll need to communicate effectively with clients and advisors. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to listen actively and respond thoughtfully to questions, showcasing your excellent communication skills.
✨Get Organised
Being highly organised is key in this role. Prepare a portfolio of your past work or case studies that highlight your organisational skills and attention to detail. Discuss how you manage multiple tasks and deadlines, as this will resonate well with the interviewers.
✨Show Your Tech Savvy
Familiarity with Microsoft Office is essential, so be prepared to discuss your experience with Excel, Word, and PowerPoint. If you’ve used any financial modelling software or tools, mention them! This will demonstrate your readiness to hit the ground running in a tech-driven environment.
