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- Tasks: Support Financial Planners by preparing reports and conducting technical research.
- Company: Join a dynamic financial planning team in Bristol with a hybrid work model.
- Benefits: Enjoy flexible working, professional development, and access to industry knowledge.
- Other info: Opportunity for career growth and pursuing Chartered status.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Experience in paraplanning and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
The successful candidate will join our Paraplanning team in Bristol, supporting the preparation of suitability reports and delivering comprehensive technical research across a wide range of financial products and planning opportunities for our team of Financial Planners. This role has a hybrid working pattern with a minimum of one day in the office per week and the remainder working from home.
Key Responsibilities
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
- Carry out any necessary technical research.
- Ensure client records contain sufficient KYC information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times.
- Work with the Financial Planner to ensure the correct client outcome is achieved.
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required.
- Manage own workload to meet personal targets.
- Communicate effectively with the Financial Planners to manage expected delivery dates.
- Responsible for managing process, tasks and complying with FCA guidelines.
- Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice.
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
- Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.
- Participate in local projects to support the overall Financial Planning Team, as required.
Qualifications Skills, Experience & Qualifications
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge.
- Proven track record of delivering written financial advice.
- Good organisation and prioritisation skills; able to work independently and within a team.
- Excellent communication skills both written and verbal.
- Good stakeholder management with positive influencing skills.
- Literacy, numerical and analytical skills are essential.
Professional Qualifications And Education
- A desire to develop further and to undertake relevant examinations and working towards Chartered status.
Additional Information
As a colleague you will have access to benefits that include:
Paraplanner (1 day a week in office) in Bristol employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (1 day a week in office) in Bristol
✨Tip Number 1
Network like a pro! Reach out to current or former employees in the Paraplanning team on LinkedIn. A friendly chat can give us insider info about the role and might even lead to a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss various financial products and planning opportunities confidently. We want to see that you’re not just a fit on paper but also in practice!
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed workloads and met targets in the past. We love candidates who can juggle tasks while keeping everything on track!
✨Tip Number 4
Don’t forget to express your eagerness to learn and grow! Mention any relevant qualifications you're pursuing or plan to pursue. We value candidates who are committed to their professional development and aiming for Chartered status.
We think you need these skills to ace Paraplanner (1 day a week in office) in Bristol
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 preparing suitability reports and any technical research you've done. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills: Since effective communication is key in this role, give examples of how you've successfully communicated with stakeholders in the past. Whether it's through written reports or verbal discussions, let us know how you can contribute to our team.
Demonstrate Your Organisational Skills: We love a well-organised candidate! Share how you've managed your workload in previous roles, especially when juggling multiple tasks. This will show us that you can handle the demands of paraplanning while meeting personal targets.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Nelson Scott
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and financial products. Be ready to discuss specific examples of suitability reports you've prepared or technical research you've conducted. This shows you're not just familiar with the theory but have practical experience too.
✨Showcase Your Communication Skills
Since effective communication is key in this role, prepare to demonstrate how you've successfully communicated complex information to clients or colleagues in the past. Think of scenarios where your communication made a difference in achieving a positive outcome.
✨Be Organised and Proactive
Highlight your organisational skills by discussing how you manage your workload and meet deadlines. You might want to share a time when you had to juggle multiple tasks and how you prioritised them to ensure everything was completed on time.
✨Engage with the Company’s Values
Research the company’s values and culture before the interview. Be prepared to discuss how your personal values align with theirs and how you can contribute to their goals, especially in terms of compliance and risk management.