At a Glance
- Tasks: Support advisers by preparing compliant reports and conducting financial research.
- Company: Join a forward-thinking financial planning team with a collaborative spirit.
- Benefits: Enjoy competitive bonuses, healthcare, generous holiday, and discounts.
- Other info: Modern workspace focused on wellbeing and excellent career growth opportunities.
- Why this job: Make a real impact on clients while developing your financial expertise.
- Qualifications: Experience in paraplanning and strong knowledge of financial regulations required.
The predicted salary is between 35000 - 45000 € per year.
Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.
Responsibilities
- Preparing clear and compliant suitability reports tailored to client circumstances.
- Conducting research across pensions, investments, protection, and tax planning.
- Analyzing client data and risk profiles to inform advice strategies.
- Collaborating with advisers to refine recommendations and clarify client needs.
- Ensuring all advice meets FCA requirements and internal compliance standards.
- Supporting advisers with technical input and evidence-based solutions.
- Explaining our approach to financial advice and ensuring clients understand recommendations.
- Contributing to process improvements and maintaining high governance standards.
Qualifications
- Experience in a paraplanning role producing accurate, compliant reports.
- Strong knowledge of pensions, investments, protection, and tax planning.
- Awareness of FCA regulations, including COBS and Consumer Duty principles.
- Ability to interpret client data and communicate technical concepts clearly.
- Skilled in using financial planning tools and CRM systems (e.g., Intelligent Office).
- Proven ability to build rapport with advisers and clients.
- Exposure to cashflow modelling and standard planning scenarios.
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable.
Benefits
- The opportunity to participate in our annual performance-related bonus plan and valuable share schemes.
- Life assurance.
- Healthcare plan (permanent employees only).
- At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday.
- Competitive family leave.
- Electric car scheme with salary sacrifice option for permanent employees.
- Multiple discounts on own products and various high street stores and online.
- Modern workspace with wellbeing focus (as of 2023 redesign).
Paraplanner in Hove employer: LegalAndGeneral
Join a forward-thinking company as a Paraplanner, where you will thrive in a collaborative environment that prioritises employee growth and wellbeing. With competitive benefits including an annual performance-related bonus, generous holiday allowances, and a focus on modern workspace design, we are committed to supporting your professional development while making a meaningful impact on client outcomes. Our culture fosters innovation and compliance, ensuring you have the tools and support needed to excel in your role.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Hove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in pensions, investments, and tax planning. This will not only boost your confidence but also show potential employers that you're genuinely interested and knowledgeable about the field.
✨Tip Number 3
Practice your interview skills! Mock interviews with friends or mentors can help you articulate your experience and how it aligns with the Paraplanner role. Focus on how you've contributed to client outcomes and compliance in past roles.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining our team. Make sure to highlight your relevant experience and how you can contribute to our collaborative environment.
We think you need these skills to ace Paraplanner in Hove
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in producing compliant reports and your knowledge of pensions, investments, and tax planning. We want to see how your skills align with what we’re looking for!
Showcase Your Technical Skills:Don’t forget to mention your proficiency with financial planning tools and CRM systems like Intelligent Office. We love seeing candidates who can demonstrate their ability to analyse client data and communicate technical concepts clearly.
Be Compliant and Clear:Since compliance is key in this role, ensure your application reflects your understanding of FCA regulations. Use clear language and structure your documents well, so we can easily see your qualifications and experience.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at LegalAndGeneral
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and tax planning. Familiarise yourself with FCA regulations and be ready to discuss how they apply to the role. This will show that you're not just a candidate, but someone who understands the industry.
✨Tailor Your Examples
When discussing your experience, use specific examples that highlight your ability to prepare compliant suitability reports and conduct thorough research. Relate your past work to the responsibilities listed in the job description to demonstrate your fit for the role.
✨Show Your Analytical Skills
Be prepared to talk about how you've analysed client data and risk profiles in the past. Think of a situation where your analysis led to a successful outcome and be ready to explain your thought process. This will showcase your technical skills and problem-solving abilities.
✨Build Rapport
During the interview, focus on building a connection with the interviewer. Show your interpersonal skills by engaging in a friendly conversation and demonstrating your ability to collaborate with advisers. This is key in a role where teamwork is essential for delivering high-quality financial solutions.
