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- Tasks: Assess client portfolios and provide tailored investment recommendations.
- Company: Join a growing investment advisory firm dedicated to exceptional client service.
- Benefits: Full-time role with opportunities for career progression in wealth management.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 qualification and 3 years' experience in a similar role required.
- Other info: Dynamic team environment with a focus on operational efficiency.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a well-established and growing investment advisory firm, is looking for an experienced Paraplanner to join their team. This organisation is dedicated to delivering tailored investment solutions and exceptional client service.
This role involves assessing client portfolios, providing regulated guidance on pension transfers, bond surrenders, investment taxation, and structure suitability.
As a Paraplanner reporting to the team lead, you will formulate asset allocation recommendations and draft suitability reports to support client investment strategies.
Duties:
- Assess client financial objectives, portfolio composition, time horizon, cash flow needs, and overall financial standing to determine suitable investment recommendations.
- Analyse and develop solutions for clients with complex financial situations.
- Evaluate existing pension and investment bond structures to determine the feasibility of transfers.
- Design and deliver training initiatives for internal teams as required.
- Engage in ad hoc projects aimed at improving operational efficiency.
- Ensure full regulatory compliance concerning the provision of investment guidance.
Your Qualifications:
- Level 4 Qualification – DipFA, DipPFS or IAD (preferred).
- Minimum of 3 years’ experience in a similar role.
- Strong analytical mindset with excellent attention to detail.
- Ability to thrive in a dynamic, team-oriented environment.
- Deep understanding of investment principles and financial planning strategies.
- Expertise in client suitability assessments.
If you’re a detail-oriented and analytical professional eager to progress your career in wealth management… APPLY NOW!!
Paraplanner employer: Integrity Talent Solutions
Contact Detail:
Integrity Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment principles and client suitability assessments. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss specific examples of how you've assessed client portfolios or developed tailored investment solutions. This will demonstrate your expertise and attention to detail.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and experience. Plus, it shows you're serious about joining the team!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 qualifications and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Paraplanner role. Share specific examples of how you've assessed client portfolios or provided investment guidance in the past.
Showcase Your Analytical Skills: Since this role requires a strong analytical mindset, don’t forget to mention any tools or methods you use to analyse financial data. We love seeing how you approach complex financial situations!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Integrity Talent Solutions
✨Know Your Stuff
Make sure you brush up on your investment principles and financial planning strategies. Be ready to discuss specific cases where you've assessed client portfolios or provided regulated guidance. This shows you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical mindset. Bring examples of how you've tackled complex financial situations in the past. Whether it’s evaluating pension structures or designing asset allocation recommendations, having concrete examples will impress the interviewers.
✨Understand the Company Culture
Research the firm’s values and approach to client service. Tailor your responses to reflect their dedication to delivering tailored investment solutions. Showing that you align with their culture can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about their training initiatives or how they handle regulatory compliance. This not only shows your interest but also helps you gauge if the company is the right fit for you.
