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- Tasks: Support financial advisers by preparing suitability reports and conducting technical research.
- Company: A leading financial planning firm offering personalised advice to clients.
- Benefits: Competitive salary, hybrid working, pension scheme, and life assurance.
- Why this job: Gain autonomy while making a real difference in clients' financial futures.
- Qualifications: Experience as a paraplanner and knowledge of financial products preferred.
- Other info: Join a dynamic team with opportunities for professional growth.
The predicted salary is between 40000 - 52000 £ per year.
Our client is a specialist ‘whole of market’ financial planning firm providing independent financial planning advice to individuals, families, companies and trusts. They have been established to provide a highly personalised financial planning service.
They now require a Part-Qualified or Qualified Paraplanner to join the firm, where you will have full autonomy. You will support the financial advisers and other back office team by handling administrative tasks and report writing/paraplanning tasks such as cashflow analysis and comparing and evaluating financial products and investment solutions.
You would be expected to work to strict deadlines to ensure the suitability reports and all tasks are completed within their expected timeframes, which ensures the advisers can continue to provide their clients with a valuable service.
Key Responsibilities- Discuss and prioritise client objectives with the Financial Advisers, then take ownership of a case and prepare an accurate suitability report reflecting these objectives.
- Check that we have up-to-date client information before report requests are submitted to the paraplanner queue.
- Check the client’s attitude to risk using the Finametrica system and evaluate whether their existing investment solutions remain suitable to meet their objectives.
- Carry out technical research on existing and newly recommended financial products to provide meaningful comparisons for the advisers.
- Produce illustrations from relevant provider websites and platforms.
- Complete IHT calculations where appropriate.
- Ensure all relevant compliance, internal business documents, and provider documents have been completed and saved on SharePoint and Intelligent Office.
- Prepare suitability reports, including cashflow forecasts for various advice areas including investment planning, pension planning, mortgage planning, IHT planning, and protection planning.
- Work with the admin team and advisers to ensure reports are issued to clients in a timely fashion.
- Ensure all plans and fees on Intelligent Office are kept up to date with current valuations.
- Produce MI reports for the senior management team when requested.
- Numerical and problem-solving skills.
- Accuracy and high attention to detail.
- IT skills – Microsoft Office Outlook, Word, Excel.
- Excellent written and spoken communication skills.
- Flexibility and a positive attitude towards opportunity.
- A mindset that puts the customer at the centre of everything we do.
- An ability to work independently and as a team.
- Minimum of 2 years’ experience working as a paraplanner preferred.
- Working towards Diploma in Financial Planning qualification preferred.
- Strong understanding of financial products, tax, pensions, and investment strategies.
- Working knowledge of systems such as Intelligent Office, Genovo, Finametrica, Cash Calc is advantageous but not essential.
- Experience using provider websites and platforms such as Transact, Royal London, Aviva, Prudential, AJ Bell, and Aegon.
This is a full-time hybrid role working 3-4 days out of the office in Tring and 1-2 days a week working from home (once probation has been passed).
BenefitsEmployee benefits include company pension via salary sacrifice scheme and death in service life assurance.
Paraplanner in Tring employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Tring
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the hunt 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 cashflow analysis, investment strategies, and compliance requirements. Show them you’re not just a number cruncher but someone who understands the bigger picture!
✨Tip Number 3
Don’t forget to showcase your attention to detail! In your conversations, highlight examples where your accuracy made a difference. Whether it’s preparing suitability reports or ensuring compliance, let them see that you take pride in your work.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. So, get your application in and let’s make this happen!
We think you need these skills to ace Paraplanner in Tring
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial products, report writing, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: As a Paraplanner, accuracy is key. In your application, demonstrate your attention to detail by avoiding typos and ensuring all information is correct. This will show us you’re serious about the role!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, tax, pensions, and investment strategies. The interviewers will likely ask you to discuss these topics, so being well-versed will show them you're serious about the role.
✨Demonstrate Attention to Detail
As a paraplanner, accuracy is key. During the interview, provide examples of how you've ensured precision in your previous work, whether it's through report writing or data analysis. This will highlight your suitability for the role.
✨Familiarise Yourself with Relevant Systems
While not essential, having a working knowledge of systems like Intelligent Office, Genovo, and Finametrica can set you apart. If you have experience with these platforms, be sure to mention it during your interview.
✨Showcase Your Communication Skills
Since you'll be supporting financial advisers and interacting with clients, strong communication skills are a must. Prepare to discuss how you've effectively communicated complex information in the past, both in writing and verbally.