At a Glance
- Tasks: Prepare high-quality reports and support Advisers in delivering compliant financial advice.
- Company: Leading Financial Advisor with a strong reputation in the industry.
- Benefits: Full-time, permanent position with opportunities for career growth.
- Other info: Fast-paced environment with a focus on accuracy and teamwork.
- Why this job: Join a thriving team and make a real impact in clients' financial journeys.
- Qualifications: 3 years' experience as a Paraplanner; qualifications are a plus but not essential.
The predicted salary is between 35000 - 45000 € per year.
Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis. Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years' experience to join their team, working closely with and supporting Advisers to ensure high-quality, compliant advice is given. Due to the location of the office candidates will be required to drive / have access to their own vehicle.
Key Responsibilities:
- Prepare high-quality suitability reports across investments, pensions, protection and retirement planning
- Conduct technical research based on client information
- Produce cashflow modelling and planning illustrations for clients
- Support Advisers with pre- and post-meeting preparations
- Ensure a high-level of communication is maintained with clients at all times
- Support Advisers with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times
Key Experience:
- Minimum of 3 years' experience as a Paraplanner, supporting IFAs in a regulated environment
- Qualifications are advantageous although candidates who are not fully-qualified will be considered also
- Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times
- Experience writing suitability reports
- Good understanding of the regulated advice process
This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field. You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process.
Paraplanner in Kent employer: James Frank Associates
Join a leading Financial Advisor as a Paraplanner and become part of a dynamic team that values collaboration and excellence. With a strong focus on employee development, you will have access to ongoing training and growth opportunities in a supportive work culture that prioritises high-quality client service. Located in a vibrant area, this role offers the chance to work closely with experienced Advisers while enjoying the benefits of a thriving business environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities for Paraplanners. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss suitability reports and cashflow modelling confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind. Plus, it shows your enthusiasm for the role, which is always a bonus.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role. We’re all about making the process smooth and straightforward, so don’t miss out on the opportunity to join a thriving team!
We think you need these skills to ace Paraplanner in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing suitability reports and supporting Advisers, as these are key aspects of the job. We want to see how your skills match what we're looking for!
Showcase Your Experience:With a minimum of 3 years' experience required, don’t shy away from showcasing your past roles. Detail your responsibilities and achievements, especially those related to technical research and cashflow modelling. This will help us see your fit for the team.
Be Clear and Concise:When writing your application, clarity is key! Use straightforward language and keep your points concise. We appreciate attention to detail, so make sure your application is free from typos and errors.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. Don’t miss out on this fantastic opportunity to join a leading Financial Advisor!
How to prepare for a job interview at James Frank Associates
✨Know Your Stuff
Make sure you brush up on your knowledge of suitability reports, cashflow modelling, and the regulated advice process. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've supported Advisers or produced high-quality reports. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your contributions effectively.
✨Communication is Key
Since maintaining a high level of communication with clients is crucial, think of ways to demonstrate your communication skills. You might want to share instances where you successfully managed client expectations or resolved issues.
✨Be Ready for Technical Questions
Expect some technical questions related to investments, pensions, and retirement planning. Brush up on recent changes in regulations or market trends, as this will show that you’re proactive and knowledgeable about the industry.
