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- 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 role with opportunities for professional 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. CVs are being reviewed, so please apply now for immediate consideration.
Paraplanner in Tenterden employer: James Frank Associates
Contact Detail:
James Frank Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Tenterden
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss suitability reports, cashflow modelling, and the regulated advice process. We want you to shine!
✨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 Paraplanner position. We’re all about making the application process smooth and straightforward, so don’t miss out!
We think you need these skills to ace Paraplanner in Tenterden
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 IFAs, 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 hold back on showcasing your background. Include specific examples of your work in technical research and cashflow modelling. This helps us see your expertise in action!
Keep It Professional: While we love a friendly tone, remember that this is a professional application. Ensure your language is clear and concise, reflecting the high standards we uphold in our industry. We appreciate attention to detail!
Apply Through Our Website: For the best chance of getting noticed, apply directly through our website. This way, your application goes straight to us, and we can review it promptly. Don’t miss out on this exciting opportunity!
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 a candidate, but a knowledgeable Paraplanner ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've supported IFAs or produced high-quality reports. This will help demonstrate your hands-on experience and how it aligns with what the company is looking for.
✨Communication is Key
Since maintaining communication with clients is crucial, think of ways you've successfully managed client relationships in the past. Be ready to share how you ensure clarity and accuracy in your communications.
✨Ask Smart Questions
Prepare thoughtful questions about the team dynamics, the types of clients they work with, and their approach to compliance. This shows your genuine interest in the role and helps you assess if it's the right fit for you.