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- Tasks: Join our team as a Paraplanner, managing client files and preparing financial plans.
- Company: We're a friendly IFA practice in Kent, dedicated to client care and professional growth.
- Benefits: Enjoy remote work options, a wellbeing allowance, and generous holiday entitlements.
- Why this job: Be part of a supportive culture that values your input and offers career development opportunities.
- Qualifications: Must have Diploma Level 4; experience with Intelliflo or similar systems is a plus.
- Other info: Work hours are 9am-5pm, with flexible start times and early finishes on Fridays.
The predicted salary is between 40000 - 50000 £ per year.
Due to continued growth and success, this friendly professional and caring IFA practice is looking for an experienced Paraplanner to work alongside the Financial Planners taking full responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cashflow forecasts), and ongoing reviews of client affairs. To keep up to date with technical issues, undertake necessary research and create and prepare technical suitability reports in line with recommendations.
Duties:
- Establish and build strong relationships with clients, attending client meetings when required.
- Provide a friendly and professional point of contact for clients and enquiries.
- Respond to client technical enquiries.
- Ensure completeness of client file/data gathering.
- Confirm risk profile and vulnerability assessments are determined and up to date.
- Check all compliance documentation is present and relevant compliance requirements have been adhered to.
- Identify areas for planning.
- Carry out due diligence on products, investments, providers.
- Carry out technical calculations.
- Attend client meetings when required.
- Keep up to date with compliance changes and update templates.
- Ensure CPD requirements are met and maintain up-to-date training records.
- Other duties when required.
Person criteria:
- Experienced and qualified
Locations
Paraplanner employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest compliance regulations and financial planning tools. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to staying updated, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend relevant events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your experience with client relationships during interviews. Highlight specific examples where you've successfully built rapport and handled client enquiries, as this is a key aspect of the role.
✨Tip Number 4
Showcase your ability to work with financial software like Intelliflo. If you're not already familiar with it, consider taking a short course or tutorial to demonstrate your eagerness to learn and adapt to new systems.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner. Focus on relevant skills such as client relationship management, technical report writing, and compliance knowledge. Use specific examples to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your qualifications, such as your Diploma Level 4 or chartered status, and explain how your experience aligns with the job requirements.
Highlight Technical Skills: Since the role requires familiarity with systems like Intelliflo, be sure to mention any relevant software experience. Discuss your ability to learn new systems quickly and your proficiency in conducting technical calculations.
Prepare for Interviews: Anticipate questions related to client meetings and compliance issues. Be ready to discuss how you build relationships with clients and handle technical enquiries. Practise articulating your thought process when preparing financial plans and suitability reports.
How to prepare for a job interview at KFS Recruitment
✨Know Your Stuff
Make sure you're well-versed in the technical aspects of paraplanning. Brush up on financial planning principles, compliance requirements, and any relevant software like Intelliflo. Being able to discuss these topics confidently will show your expertise.
✨Build Rapport
Since this role involves client interaction, demonstrate your ability to build strong relationships. Be friendly and approachable during the interview, and share examples of how you've successfully engaged with clients in the past.
✨Prepare for Technical Questions
Expect questions that test your knowledge of financial products and planning strategies. Prepare by reviewing common scenarios you might encounter as a paraplanner, and think about how you would approach them.
✨Show Your Team Spirit
This company values teamwork, so be ready to discuss your experiences working collaboratively. Highlight instances where you've contributed to a team environment and how you support your colleagues in achieving shared goals.
