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- Tasks: Assist Financial Planners by preparing compliant reports and conducting annual reviews.
- Company: Nationwide Independent Financial Advisory firm with a focus on client-centric service.
- Benefits: Great salary, strong benefits package, and opportunities for career progression.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: FPC or Level 4 Diploma qualified with 2-3+ years of Paraplanning experience.
- Other info: Experience with industry tools like FE Analytics is a plus.
The predicted salary is between 36000 - 60000 £ per year.
My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK.
We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and preparing compliant plans for clients which verify any recommendations made and that are in line with the company's Investment philosophy.
Specifically you'll:
- Prepare fully compliant reports for Financial Planners clients
- Carry out all Fund purchases in line with company procedures
- Conduct Annual reviews in accordance with SLA's
- Create and maintain a 'Best Product' panel to be used in the recommendation process
- Create and maintain the Report Writing / Standard wording libraries
- Participate in regular one to one's with clients
- Maintain Regulatory and Compliance at all times
We are ideally seeking a candidate who is either FPC or Level 4 Diploma qualified (or very close to qualification) with around 2-3+ years extensive experience of Paraplanning, both Research and Report Writing. It would be to your advantage if you have been in a position which allows direct contact with clients, as this will be the case in this position. Any experience with industry standard tools such as FE Analytics, Adviser Office would also be to your advantage.
You are rewarded with a great salary and strong benefits package, along with the opportunity to progress within the firm in the longer-term.
Paraplanner employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about openings for Paraplanners. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and regulatory standards. We want you to shine when discussing how you can maintain these standards while preparing compliant reports for Financial Planners.
✨Tip Number 3
Showcase your experience with industry tools like FE Analytics and Adviser Office during interviews. We know these skills are valuable, so make sure to highlight them and how they can benefit the team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining our team and contributing to our success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in report writing and compliance, as well as any relevant qualifications like FPC or Level 4 Diploma. 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 your experience aligns with our firm's values. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: When detailing your past roles, focus on your experience with client interactions and report preparation. Mention any tools you've used, like FE Analytics or Adviser Office, as this will give us a better picture of your capabilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Familiarise yourself with the company's investment philosophy and be ready to discuss how your experience aligns with their needs. This shows that you're not just interested in the role, but that you understand what it entails.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, expect questions around regulatory standards and procedures. Be prepared to share examples of how you've maintained compliance in your previous roles, and think about any challenges you've faced and how you overcame them.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the job, bring along samples of your previous work if possible. Discuss your approach to creating compliant reports and how you ensure they meet the required standards. This will demonstrate your capability and attention to detail.
✨Engage with Client Scenarios
As direct client contact is part of the role, be ready to discuss how you handle client interactions. Think of specific scenarios where you've successfully communicated complex information or resolved issues. This will highlight your interpersonal skills and ability to build relationships.
