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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 dedicated to professional and caring financial advice.
- Benefits: Enjoy remote work options, a wellbeing allowance, and generous holiday leave.
- Why this job: Be part of a supportive culture that values your growth and client relationships.
- Qualifications: Must have Diploma Level 4; experience with Intelliflo is a plus.
- Other info: Work in Sevenoaks with flexible hours and a chance to study while you earn.
The predicted salary is between 34000 - 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 "Career Paraplanner", minimum requirement Diploma Level 4.
- Friendly team player.
- Professional with excellent communication skills.
- Comfortable attending client meetings.
- Experience of Intelliflo or similar; able to learn a new system with ease.
Additional information:
- Based in Sevenoaks - (after 3 months, 1 day per week working from home).
- Salary: £40-45k (diploma qualified), £45-50k (chartered).
- 9am-5pm (10am start on Monday, 4pm finish on a Friday).
- Standard workplace pension.
- £500 wellbeing allowance.
- 26 days holiday, plus bank holidays, plus birthday + 1 day extra at Christmas (office closed).
- Salary sacrifice (support if purchasing electric car).
- Study support (materials paid for, exam paid for, 1.5 days study leave).
Recruitment process: 1 telephone conversation, 2 face-to-face interviews.
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 in the field.
✨Tip Number 2
Network with current Paraplanners or financial professionals in your area. Engaging in conversations can provide insights into the role and may even lead to referrals, which can significantly enhance your chances of landing the job.
✨Tip Number 3
Prepare for the face-to-face interviews by practising common questions related to client relationship management and technical knowledge. This will help you articulate your experience effectively and show that you're ready to take on the responsibilities of the role.
✨Tip Number 4
Demonstrate your soft skills during the interview process. Since the role involves building strong client relationships, showcasing your communication and interpersonal skills can set you apart from other candidates.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner. Familiarise yourself with the key duties mentioned in the job description, such as preparing client files and conducting technical research.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the requirements for the Paraplanner position. Emphasise your communication skills, experience with client meetings, and any familiarity with systems like Intelliflo.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific examples of how you've built strong client relationships and handled technical enquiries in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at KFS Recruitment
✨Know Your Stuff
As a Paraplanner, you'll need to demonstrate your technical knowledge. Brush up on financial planning concepts, compliance requirements, and the tools you’ll be using, like Intelliflo. Be prepared to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Communication Skills
Since you'll be interacting with clients and Financial Planners, it's crucial to exhibit excellent communication skills. Practice explaining complex financial concepts in simple terms, and be ready to share examples of how you've built strong client relationships in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to conduct due diligence or handle compliance issues, and be ready to explain your thought process and the outcomes.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the company's approach to client relationships or how they stay updated with compliance changes. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
