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- Tasks: Support advisers with complex financial cases and prepare detailed advice reports.
- Company: Join a dynamic team focused on innovative financial planning solutions.
- Benefits: Enjoy a competitive salary, training opportunities, and a supportive work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals while developing your skills.
- Qualifications: Must have Level 4 Diploma in Financial Planning and a passion for finance.
- Other info: Opportunity to mentor new paraplanners and collaborate with industry professionals.
The predicted salary is between 36000 - 60000 £ per year.
Purpose
Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support.
Responsibilities
- Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bonds, and specialist tax-efficient investments such as Business Relief, EIS and VCTs.
- Technical research and analysis of clients\’ existing products and investments, with findings to be presented in a detailed advice report.
- Work collaboratively with the financial planners to create bespoke planning solutions for new and existing clients.
- Discuss client objectives with financial planners, identifying where further necessary client information is required, to prepare robust advice reports.
- Draft research documents to explain complex technical issues in a simple manner.
- Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling.
- Work alongside the support team to provide technical assistance relevant to any new business or servicing of existing clients.
- Assist in the training and mentoring of paraplanners and graduates.
- Liaise with third-party stakeholders such as accountants, lawyers, and service providers where relevant to provide/obtain information for mutual clients.
Knowledge
- Experience in a Paraplanning role or equivalent.
- Experience of Defined Benefit Pension advice.
- Understanding of the annual FCA ongoing suitability process and experience providing support.
- Knowledge of Xplan (or similar practice management systems) would be beneficial.
- Proficient in Selectapension, Cashflow Modelling (preferably Fincalc), FE Analytics.
- Good working knowledge of all Microsoft office applications specifically Excel.
Qualifications
- Must have attained minimum Level 4 Diploma in Financial Planning (or equivalent) with desire to achieve Level 6 and Chartered status.
You will be rewarded with a very generous basic salary and benefits package.
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Technical Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant seminars, webinars, or local meetups to connect with advisers and paraplanners who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, especially around pensions and tax-efficient investments. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter on professional networking sites. They can provide valuable insights into the company culture and expectations for the Technical Paraplanner role, which can help you tailor your approach.
✨Tip Number 4
Prepare to discuss specific examples of your experience with technical research and analysis during the interview. Highlight how you've successfully collaborated with financial planners in the past to create bespoke solutions, as this is a key aspect of the role.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and financial planning. Emphasise your familiarity with pensions, tax-efficient investments, and any specific software like Xplan or Selectapension.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role of Technical Paraplanner. Mention your experience with complex advice cases and your ability to communicate technical issues simply, as this is crucial for the position.
Showcase Your Qualifications: Clearly state your qualifications, especially your Level 4 Diploma in Financial Planning. If you're working towards Level 6 or Chartered status, mention this to demonstrate your commitment to professional development.
Highlight Collaborative Skills: Since the role involves working closely with financial planners and third-party stakeholders, provide examples of past experiences where you successfully collaborated with others to achieve client objectives.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Technical Knowledge
Be prepared to discuss your experience with financial planning topics such as pensions, offshore bonds, and tax-efficient investments. Highlight specific cases where you've successfully applied your technical knowledge in a paraplanning role.
✨Demonstrate Collaborative Skills
Since the role involves working closely with financial planners, be ready to share examples of how you've collaborated with others in previous roles. Discuss how you approach teamwork and communication when creating bespoke planning solutions.
✨Simplify Complex Concepts
You may be asked to explain complex technical issues in a simple manner. Prepare to demonstrate your ability to break down intricate financial concepts into easily understandable terms, perhaps by using past experiences or hypothetical scenarios.
✨Prepare for Technical Queries
Anticipate questions related to technical queries and the tools you’ve used, such as Xplan or Selectapension. Be ready to discuss how you’ve utilised these systems in your work and how they can enhance client service.