At a Glance
- Tasks: Support Financial Advisers in preparing client recommendations and financial plans.
- Company: Join a friendly and professional team in a growing financial firm.
- Benefits: Competitive salary, bonus potential, pension scheme, and generous holiday allowance.
- Other info: Opportunity to develop your skills in a dynamic office environment.
- Why this job: Gain hands-on experience in financial planning while working with a supportive team.
- Qualifications: Experience in financial planning or wealth management is preferred.
The predicted salary is between 50000 - 50000 £ per year.
Location: Horsham – Office Based
Hours: Monday to Friday, 9:00am – 5:00pm
Employment Type: Full Time
Salary: £50,000 per annum
The Opportunity
We are looking for an experienced and motivated Financial Paraplanner to join our growing team in Horsham. Working alongside a team of five Financial Advisers, you will provide valuable technical and planning support across a varied client base. You will be involved throughout the advice process, from gathering and reviewing client information through to preparing recommendations and ensuring cases are completed to a high standard. The successful candidate will be someone who enjoys working in a busy environment, has excellent attention to detail and is comfortable working across a wide range of financial planning matters.
What You’ll Be Doing
- Supporting our Financial Advisers with the preparation of client recommendations, financial plans and supporting documentation.
- Reviewing and interpreting client information, including their income, expenditure, investments, pensions, assets, liabilities and protection arrangements.
- Preparing suitability reports and correspondence relating to areas such as pensions, investments, trusts and bonds.
- Producing detailed cash-flow forecasts and retirement planning scenarios using financial planning software such as Voyant.
- Researching investment funds, financial products and providers to assist advisers in formulating suitable recommendations.
- Helping to assess the most appropriate route for each client case and ensuring the required information is obtained.
- Checking that recommendations and supporting documentation meet regulatory requirements and the firm's internal procedures.
- Keeping client information and records accurate and fully up to date across our CRM and financial planning systems.
- Working closely with advisers and colleagues to ensure cases move through the advice process efficiently.
- Providing additional technical and administrative assistance to the advisory team when required.
What We’re Looking For
Ideally, you will have previous experience within an IFA, financial planning or wealth management environment, together with a good understanding of a broad range of financial products and planning solutions. You will also have:
- Strong analytical and problem-solving abilities.
- Excellent attention to detail and accuracy.
- The ability to understand client circumstances and identify the appropriate advice process.
- Strong written and verbal communication skills.
- Good organisation and time-management skills, with the ability to handle competing priorities.
- A proactive and positive approach to your work.
- The confidence to work independently while being a supportive member of a close-knit team.
- A genuine interest in delivering a high standard of service to both advisers and clients.
What We Can Offer
- £50,000 basic salary, plus bonus potential.
- Company pension scheme.
- 23 days' holiday, increasing to 25 days with length of service.
- A friendly and professional office environment.
- The opportunity to work closely with an experienced team of advisers.
- A varied role with the chance to broaden and develop your financial planning knowledge and experience.
Financial Paraplanner in Horsham employer: Humanify360
Join our dynamic team in Horsham as a Financial Paraplanner, where you'll thrive in a supportive and professional office environment. We offer a competitive salary of £50,000, a generous pension scheme, and 23 days of holiday that increases with service, all while working closely with experienced advisers to enhance your financial planning expertise. Our culture promotes growth and collaboration, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Paraplanner in Horsham
✨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 Humanify360. 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 Financial Paraplanner in Horsham
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 Humanify360.
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 Humanify360'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 Humanify360
✨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 Humanify360.
✨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 Humanify360 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 Humanify360 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.
