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- Tasks: Write suitability reports, run Transfer Value Comparators, and model cashflows.
- Company: Fast-growing independent financial advisory consultancy with a global presence.
- Benefits: Attractive remuneration package and opportunities for professional development.
- Other info: Exciting career growth in a supportive and innovative environment.
- Why this job: Join a dynamic team and help safeguard clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent; trainee paraplanners welcome.
The predicted salary is between 35000 - 45000 £ per year.
Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients' financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.
We have opportunities for financial advisory professionals who are looking to take the next step in their career with a growing dynamic firm. They have quickly established themselves as one of the fastest growing independent advisory companies. Since inception in 2018 with a team of just 5, they have grown to over 100 employees across 8 global offices. They now have operations in London, Malta, Sydney, Texas and UAE. From these global hubs, they manage a rapidly growing client base of mostly expatriate clients.
Due to their expansion, they are looking to onboard several specialist roles including Defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will include duties such as:
- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC)
- Completing cashflow modelling
- Communicating with IFAs, schemes and clients to obtain missing information
The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialist with recent Defined Benefit Pension experience and a proven track record in:
- Writing suitability reports
- TVC Experience
- Excellent attention to detail and technically minded
- Experience in cashflow modelling
The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent. A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma. Attractive remuneration package available.
Paraplanner, Dudley employer: Independent Resourcing Consultancy
Contact Detail:
Independent Resourcing Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, Dudley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who work in paraplanning or pensions. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent trends in the industry. We recommend practising common interview questions related to suitability reports and cashflow modelling to show you’re the right fit.
✨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 role.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’ve got all the latest openings, and applying directly shows you’re serious about joining our dynamic team.
We think you need these skills to ace Paraplanner, Dudley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with suitability reports, TVC, and cashflow modelling to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background aligns with our dynamic approach. Don’t forget to mention your ambition to grow within the financial advisory field!
Showcase Your Attention to Detail: Since attention to detail is key for this role, make sure your application is free from typos and errors. A polished application shows us you take pride in your work and understand the importance of accuracy in financial planning.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Independent Resourcing Consultancy
✨Know Your Stuff
Make sure you brush up on your knowledge of defined benefit pensions and cashflow modelling. Familiarise yourself with the latest regulations and trends in the financial advisory sector. This will not only help you answer technical questions confidently but also show your genuine interest in the role.
✨Tailor Your Suitability Reports
Since writing suitability reports is a key part of the job, prepare a few examples of how you've approached this in the past. Be ready to discuss your methodology and how you ensure accuracy and compliance. This will demonstrate your attention to detail and technical skills.
✨Practice Your Communication Skills
You'll need to communicate effectively with IFAs, schemes, and clients. Practise explaining complex financial concepts in simple terms. This will help you showcase your ability to build relationships and convey important information clearly during the interview.
✨Show Your Ambition
If you're a trainee paraplanner, express your eagerness to pursue the Level 4 Diploma. Share your plans for professional development and how you intend to grow within the company. This will highlight your commitment to the field and your desire to contribute to the firm's success.