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- Tasks: Assist Financial Advisers in preparing recommendations and producing detailed reports.
- Company: Join a dynamic team focused on personalised financial services and client satisfaction.
- Benefits: Enjoy 28 days holiday, festive parties, and a competitive salary of £45-£55k.
- Why this job: Gain valuable experience in finance while contributing to meaningful client outcomes.
- Qualifications: Level 4 Diploma in Financial Services and experience in report writing required.
- Other info: Work hours are 9am-5pm with a commitment to continuous personal development.
The predicted salary is between 36000 - 60000 £ per year.
Whats in it for you?
- 28 days of holiday (excluding bank holidays)
- Spring and Christmas parties
- £45-£55k, depending on experience and qualifications
Must haves:
- Financial Services experience desirable (or working towards)
- Fully Level 4 Diploma Qualified
- Experience in writing complex and detailed reports for cases
- Ability to analyse financial issues and offer sound, reliable and professional advice
Nice to haves:
- Taxation (J01)
- Trusts (J02)
- Pensions and Retirement Planning (R04)
- Investments (IMC)
- Other technical areas (pensions, long term care)
So what will you be doing?
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records.
Helpful Extras:
- Hours are 9am-5pm
Key Responsibilities:
- Deal effectively with queries from clients and other parties through effective communication.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
- Client communications and client related communications require to be recorded on the clients file in line with company policy in clear and intelligible English.
- Collect and collate information and data about (and from) the client in accordance with company policy and ensure all the required compliance documentation is present and correct.
- Liaise with product providers and other third parties to acquire additional information that may be required to assess the clients needs and to formulate recommendations.
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required.
- This will include the precompletion of documentation ready for clients to check and sign.
- You may at times be required to assist and provide support with administrative functions, for example: income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
Our mission of Making Recruitment Personal also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.
We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if its successful.
Paraplanner employer: i2i Independent Recruitment Consultancy Ltd
Contact Detail:
i2i Independent Recruitment Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Paraplanner. Understanding the nuances of preparing suitability reports and client communications will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with Financial Advisers and other Paraplanners, which can provide insights and potentially lead to job referrals.
✨Tip Number 3
Stay updated on the latest financial regulations and trends. This will not only enhance your knowledge but also show potential employers that you are committed to continuous personal development, a quality they value.
✨Tip Number 4
Prepare for common interview questions specific to the role of a Paraplanner. Practising how to articulate your experience in writing complex reports and analysing financial issues will give you an edge during the interview process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial services experience and any relevant qualifications, especially your Level 4 Diploma. Emphasise your ability to write complex reports and analyse financial issues.
Craft a Strong Cover Letter: In your cover letter, explain why you are interested in the Paraplanner role and how your skills align with the job requirements. Mention specific experiences that demonstrate your ability to assist Financial Advisers and prepare suitability reports.
Showcase Relevant Skills: Highlight any additional qualifications or knowledge in taxation, trusts, pensions, or investments. This can set you apart from other candidates and show your commitment to continuous personal development.
Proofread Your Application: Before submitting, carefully proofread your application for clarity and professionalism. Ensure that all communications are recorded in clear English, as this reflects your attention to detail and communication skills.
How to prepare for a job interview at i2i Independent Recruitment Consultancy Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial services knowledge, especially around taxation, trusts, and pensions. Be prepared to discuss how your experience aligns with the requirements of the role and demonstrate your understanding of complex financial issues.
✨Prepare Detailed Reports
Since writing complex reports is a key part of the job, practice explaining your previous report-writing experiences. Bring examples if possible, and be ready to discuss how you ensure clarity and compliance in your documentation.
✨Communicate Effectively
Effective communication is crucial for this role. During the interview, focus on how you handle client queries and maintain clear records. Use specific examples to illustrate your communication skills and how you manage client relationships.
✨Demonstrate Continuous Learning
Show your commitment to personal development by discussing any recent courses or qualifications you've pursued. Highlight how you stay updated with industry changes and how this knowledge can benefit the company.
