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For Companies At a Glance
- Tasks: Support Financial Planners by preparing detailed financial reports and conducting thorough research.
- Company: Join Lync Wealth Management, a nationwide group dedicated to personalised financial advice.
- Benefits: Enjoy a competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' lives by crafting tailored financial roadmaps.
- Qualifications: Minimum 2 years in Financial Services and Level 4 Diploma required.
- Other info: Dynamic role with opportunities for career growth and continuous learning.
The predicted salary is between 36000 - 60000 ÂŁ per year.
About the Company
Lync Wealth Management is a nationwide group of financial advice practices. We combine the expertise of highly experienced financial advisers, with the regulatory support of our advice network Lyncombe Consultants. At the core of our approach is a deep commitment to truly getting to know our clients – their aspirations, fears, and the unique circumstances that shape their journey. We take the time to understand our clients’ short‑term needs and long‑term dreams. Whether it’s saving for a child’s education, buying your dream home, starting a business, or planning for a comfortable retirement, we’re here to guide them every step of the way. Together, we collaboratively craft a personalised financial roadmap and regularly manage the route to ensure they remain on track to meet their goals.
Purpose
As a Technical Paraplanner, you’ll play a key role in supporting our Financial Planners and delivering exceptional service to our clients.
Responsibilities
- Collaborating with Financial Planners to understand and document client goals.
- Preparing detailed financial reports and conducting thorough research and analysis.
- Liaising with product providers and maintaining accurate client records.
- Supporting pre‑meeting preparation through data gathering and analysis.
- Review the clients file to find new business opportunities.
- Analysis of client policies (incl. pensions, investments, protection) to review whether they are still aligned with their objectives.
- Constructing advice in conjunction with the financial Adviser.
- Package up a new business case to hand over to admin team including all compliance and research documentation.
- Competent with Tax calculations e.g., CGT, IHT etc.
- Preparation of correspondence including letters and emails to clients.
- Obtaining policy information and preparation of data for client meetings.
- Preparation of portfolio valuations for clients.
- Preparation of client review letters and suitability reports for approval by the Financial Adviser and preparation of accompanying documentation as required.
- Work closely with the financial adviser & admin team to follow cases through to completion in a timely manner.
- Dealing with client queries to ensure a consistent standard of service.
- Have a good knowledge of research / software tools such as Defaqto, IO fact finds, FE analytics, excel etc.
- Production & analysis of MI data in Excel.
- Adherence to professional ethics and continuous development.
- Stay updated with industry regulations, guidelines, and best practices to ensure compliance in all aspects of financial planning.
- Check that new business and client files / records are compliant and in line with Lync Wealth procedures.
- Your actions should align with upholding the FCA's Consumer Duty principles, thereby contributing to fair and beneficial outcomes for our clients.
Knowledge
- Strong Microsoft office skills – Word, Excel & PowerPoint.
- Good all‑round administrator.
- Professional telephone manner.
- Experience in Financial Services, minimum 2 years.
- Knowledge of asset classes, portfolio diversification, and investment performance evaluation.
- Understanding of pension schemes, retirement income strategies, and pension taxation.
- Knowledge of insurance products (life, income protection, etc.) and risk mitigation strategies.
- Understanding income tax, capital gains tax, inheritance tax, and tax‑efficient investments.
- Familiarity with FCA rules, anti‑money laundering regulations, and suitability requirements.
- Hold minimum Level 4 Diploma.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance
Paraplanner in Bath employer: Lync Wealth Management
Contact Detail:
Lync Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on a job opening!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and be ready to discuss how your skills as a Paraplanner can enhance their service. Show them you’re not just another candidate, but someone who truly gets what they’re about.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Go over common questions and prepare your answers, especially around your experience with financial analysis and client management. The more comfortable you are, the better you’ll perform when it counts!
✨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, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Paraplanner in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience in financial services and any specific skills that match the job description, like your knowledge of tax calculations or client management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with Lync Wealth Management's commitment to understanding clients' needs.
Showcase Your Skills: Don’t forget to showcase your technical skills, especially with tools like Excel and research software. Mention any experience you have with financial analysis or preparing reports, as these are key for the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Lync Wealth Management
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax calculations. Familiarise yourself with the tools mentioned in the job description, like Defaqto and Excel, so you can confidently discuss how you’ve used them in past roles.
✨Showcase Your Collaboration Skills
Since the role involves working closely with Financial Planners, be ready to share examples of how you've successfully collaborated in previous positions. Highlight any experiences where you’ve supported others in achieving client goals or preparing detailed reports.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, expect questions about FCA rules and anti-money laundering regulations. Brush up on these topics and be prepared to discuss how you ensure adherence to professional ethics in your work.
✨Demonstrate Client-Centric Thinking
Even though you won’t be directly interacting with clients, it’s crucial to show that you understand their needs. Prepare to talk about how you would approach understanding a client's unique circumstances and how you would support Financial Planners in crafting personalised financial roadmaps.
