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- Tasks: Collaborate with financial planners to create tailored financial plans and cashflow forecasts.
- Company: Join a leading independent Financial Advisory firm dedicated to holistic financial planning since 2014.
- Benefits: Enjoy a competitive salary and hybrid working options for a balanced lifestyle.
- Why this job: Be part of a supportive team making a real impact on clients' financial futures.
- Qualifications: Must have Level 4 Diploma and around 3 years of paraplanning experience.
- Other info: Located in Nottingham, apply by October 30th to join our dynamic team!
The predicted salary is between 28800 - 48000 £ per year.
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.
We are urgently seeking an experienced Paraplanner to join an existing team of Paraplanners supporting the Financial Advisers of the business. Specifically you’ll be responsible for:
- Working collaboratively with our financial planners to help give advice to our clients.
- Creating lifetime cashflow forecasts with multiple scenarios to test the extent to which clients can achieve their goals.
- Writing a financial plan with summary advice, accompanied by a suitability report for regulated recommendations.
- Ensuring financial plans and ongoing reviews for clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
We require an experienced Level 4 Diploma qualified Paraplanner ideally with around 3 years experience working as a Paraplanner with strong technical knowledge of Pensions, Investments and Life Assurance products, coupled with their benefits and taxation. Specifically you’ll have a good understanding of tax allowances, trusts and business structures as part of Financial Plans and have experience using Cashflow forecasting systems such as Voyant. You will have great attention to detail, a positive approach, and be very well organised, with a problem-solving mindset.
A great salary is offered for the role, coupled with Hybrid working options.
Paraplanner employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific cashflow forecasting systems mentioned in the job description, like Voyant. Having hands-on experience or even a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work as Paraplanners. Engaging in conversations about industry trends and best practices can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest regulations and changes in tax laws that affect pensions, investments, and life assurance products. Demonstrating your knowledge during interviews can show your commitment to the role and the industry.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully collaborated with financial planners. Highlighting your teamwork skills and problem-solving abilities will resonate well with the hiring team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks mentioned in the job description, such as creating cashflow forecasts and writing financial plans.
Tailor Your CV: Highlight your relevant experience and qualifications, especially your Level 4 Diploma and any specific experience with Pensions, Investments, and Life Assurance products. Use keywords from the job description to make your CV stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your problem-solving mindset and attention to detail. Mention your experience with cashflow forecasting systems like Voyant and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your professionalism and attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Lime Search & Select Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of Pensions, Investments, and Life Assurance products. Be prepared to discuss their benefits and taxation implications, as this knowledge will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Cashflow Forecasting Skills
Since experience with cashflow forecasting systems like Voyant is essential, be ready to talk about your previous experiences using such tools. You might even want to prepare a brief example of how you've created lifetime cashflow forecasts in the past.
✨Highlight Your Attention to Detail
As a Paraplanner, accuracy is key. Prepare to discuss specific instances where your attention to detail has made a difference in your work, whether it was in writing financial plans or ensuring timely delivery of client reviews.
✨Demonstrate Your Problem-Solving Mindset
Be ready to share examples of challenges you've faced in your previous roles and how you approached solving them. This will show that you possess the positive approach and organisational skills that the firm values.
