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- Tasks: As a paraplanner, you'll research, analyze, and prepare client records while collaborating with financial advisers.
- Company: Join a leading financial advisory firm known for bespoke solutions and a supportive work environment.
- Benefits: Enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth.
- Why this job: This role offers a chance to make a real impact in clients' financial journeys while developing your skills.
- Qualifications: You need at least 2 years of paraplanning experience and strong analytical skills.
- Other info: You'll build relationships with clients and contribute to enhancing service quality.
The predicted salary is between 28800 - 42000 £ per year.
Are you an experienced paraplanner with a passion for financial planning and a knack for problem-solving? Do you want to work for a company that values your skills and offers you a competitive salary and benefits package? If so, my client might be the perfect fit for you. They are a leading financial advisory firm, providing bespoke solutions to their clients and are looking for a paraplanner to work closely with the financial advisers and other colleagues. As a paraplanner, you will be responsible for: Researching and analysing products and providers for clients, ensuring they meet their needs and goals Preparing and maintaining client records and suitability reports in line with company policy and regulatory standards Reviewing contracts and terms from product providers and recommending suitable solutions to financial advisers Researching investment funds and ensuring they are aligned with clients risk profiles Undertaking annual reviews for existing clients and making appropriate recommendations Dealing with clients both on the phone and face to face, building rapport and trust Identifying opportunities to enhance best practice and quality of service To be considered for this role, you will need: At least 2 years of experience as a paraplanner, with proven report writing skills Level 4 Diploma in Financial Planning or working towards it Excellent knowledge of key areas of financial planning, such as trusts, personal taxation, pension legislation, protection, and investment principles Attention to detail, with excellent written and verbal communication skills Strong professional interpersonal skills, in dealing with both IFAs, colleagues and clients In return you will receive a competitive salary, great benefits, a fabulous culture and enjoy flexible working with at least 1 day per week, Wednesdays, in the office. TPBN1_UKTJ
Paraplanner employer: Integrated Talent Partnership
Contact Detail:
Integrated Talent Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience in financial planning during networking events. Connect with professionals in the industry and share your insights on market trends and client needs.
✨Tip Number 2
Consider joining relevant online forums or groups where financial planners gather. Engaging in discussions can help you learn about job openings and get insider tips on what firms are looking for.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully supported financial advisers in the past. Being able to articulate your contributions will set you apart during interviews.
✨Tip Number 4
Research the company culture of the firm you're applying to. Tailoring your approach to align with their values and demonstrating your enthusiasm for their mission can make a significant impact.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience as a paraplanner, particularly any specific achievements or projects that demonstrate your problem-solving skills and ability to work closely with financial advisers.
Showcase Your Skills: Clearly outline your skills in researching and analyzing financial products, preparing client records, and reviewing contracts. Use specific examples to illustrate how you've successfully applied these skills in previous roles.
Tailor Your Application: Customize your CV and cover letter to reflect the values and needs of the financial advisory firm. Mention your passion for financial planning and how you can contribute to enhancing best practices and quality of service.
Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the financial industry.
How to prepare for a job interview at Integrated Talent Partnership
✨Showcase Your Experience
Be prepared to discuss your previous experience as a paraplanner in detail. Highlight specific projects or tasks where you successfully researched and analyzed financial products, and how your contributions positively impacted clients.
✨Demonstrate Problem-Solving Skills
Since the role requires a knack for problem-solving, think of examples where you identified issues and proposed effective solutions. This could involve client scenarios or challenges faced during product analysis.
✨Understand Regulatory Standards
Familiarize yourself with the regulatory standards relevant to financial planning. Be ready to discuss how you ensure compliance in your work, particularly when preparing client records and suitability reports.
✨Build Rapport with Interviewers
Since the role involves dealing with clients face-to-face, practice building rapport during the interview. Engage with your interviewers, ask questions about their experiences, and show genuine interest in the company culture.
