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- Tasks: Assess client portfolios and provide tailored investment recommendations.
- Company: Join a growing investment advisory firm known for exceptional client service.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Level 4 Qualification and 3 years' experience in a similar role required.
- Other info: Ideal for detail-oriented professionals looking to advance in wealth management.
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 with professionals in the investment advisory field. Attend industry events or join relevant online forums to connect with current Paraplanners and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest regulations and trends in financial planning and investment strategies. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that showcase your analytical skills and ability to develop tailored investment solutions. This will help you stand out as a candidate who can add immediate value.
✨Tip Number 4
Familiarise yourself with the company’s values and mission. Tailor your conversations during interviews to reflect how your personal values align with theirs, showing that you are not just a fit for the role, but also for the company culture.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your analytical skills, attention to detail, and any specific qualifications like DipFA or DipPFS that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of investment principles and financial planning strategies. Mention specific examples from your past roles where you assessed client portfolios or provided regulated guidance.
Highlight Relevant Experience: In your application, emphasise your experience in assessing client financial objectives and developing solutions for complex financial situations. This will demonstrate your capability to meet the demands of the role.
Showcase Your Teamwork Skills: Since the role involves working in a team-oriented environment, include examples of how you've successfully collaborated with others in previous positions, especially in training initiatives or operational efficiency projects.
How to prepare for a job interview at Integrity Talent Solutions
✨Showcase Your Analytical Skills
As a Paraplanner, your analytical mindset is crucial. Be prepared to discuss specific examples of how you've assessed client portfolios and developed tailored investment solutions in your previous roles.
✨Demonstrate Regulatory Knowledge
Understanding regulatory compliance is key in this role. Familiarise yourself with the relevant regulations and be ready to explain how you ensure compliance in your work, especially regarding investment guidance.
✨Prepare for Technical Questions
Expect technical questions related to pension transfers, investment taxation, and suitability assessments. Brush up on these topics and be ready to articulate your thought process clearly.
✨Highlight Team Collaboration Experience
This position requires working closely with a team. Share examples of how you've successfully collaborated with colleagues in the past, particularly in training initiatives or ad hoc projects aimed at improving efficiency.
