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- Tasks: Join our team as a Paraplanner, supporting Financial Planners and enhancing client experiences.
- Company: Nelson Scott is a dynamic firm dedicated to personalised financial planning in Southern England.
- Benefits: Enjoy up to £35k salary, 31 days holiday, flexible working, and ongoing professional development.
- Why this job: Be part of a collaborative culture focused on client success and personal growth.
- Qualifications: 18 months experience in a similar role and preferably a Diploma in Financial Planning.
- Other info: Flexible hours and home working options available for the right candidate.
The predicted salary is between 30000 - 35000 £ per year.
Client: Nelson Scott
Location: Southern England, United Kingdom
Job Category: Other - EU work permit required: Yes
Job Reference: fb9cec41c53c
Job Views: 5
Posted: 02.06.2025
Expiry Date: 17.07.2025
Salary: to £35,000 p.a.
Type: PERM
Job Specification For: Paraplanner or Administrator Part time
Job Salary: GBP30-35k (dependent on experience and working hours), plus benefits including 31 days holiday + full support with ongoing professional training and development + pension + flexible working environment.
Home Working and Flexibility: This is an office-based role, but we are happy to facilitate a degree of home working and will also consider flexible or part-time working arrangements for the right candidate.
The Role: The successful Paraplanner will work alongside the Financial Planner, attending client meetings as required and using cashflow forecasting to deliver a highly personalised holistic financial planning service to a wide range of clients. Given the complexity of the service delivered to these clients, the successful Paraplanner will be highly technical and preferably Diploma qualified, adept at conducting technical research, producing recommendations and working to deliver an exceptional client service. We are happy to either consider candidates who are currently Administrators and are keen to progress towards Paraplanning in the future OR candidates who are career Administrators and happy to remain in a technical support role.
Responsibilities:
- Work alongside Financial Planner to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
- Undertake technical research, compile financial planning recommendations and implement solutions.
- Analyse portfolios, benchmarking, rebalancing and ongoing portfolio maintenance.
- Prepare for and attend client meetings as required with Financial Planners, developing relationships with clients and acting as first port of call for client queries.
- Analyse client data and prepare cash flow analyses.
- Liaise with product providers and other third parties.
- Provide the best level of customer experience, keeping in regular communication with clients, by telephone, email and letter.
- Delegate tasks effectively to the administrative support team, ensuring the highest levels of client service are delivered.
- Ensure all regulatory and compliance standards are met.
- Contribute to the ongoing development of best practice within the business.
Skills and Experience:
- A minimum of 18 months experience in a similar role.
- Diploma in Financial Planning (Dip PFS) - highly preferable if Paraplanner.
- Good knowledge and experience of all areas of financial planning - investment portfolio management, pensions, taxation, protection, estate planning etc.
- A strong relationship builder and collaborative team player with a caring and quality focused, customer centric approach.
- Intelligent with a strong technology and mathematical aptitude and excellent attention to detail.
- The ability to manage workflow effectively.
- Experience and knowledge of Intelligent Office would be very beneficial.
- Preferably - experience of, or keen to learn, cash flow modelling.
- Preferably - experience of dealing with complex financial planning or high net worth clients.
Client Services/Paraplanner employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services/Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Financial Planners. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the tools and software commonly used in paraplanning, such as Intelligent Office. Having hands-on experience or even just a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies to gain insights into their experiences and the company culture. This can help you tailor your approach during interviews and demonstrate your genuine interest in the role.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance standards will show your commitment to the profession and enhance your credibility as a candidate.
We think you need these skills to ace Client Services/Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and paraplanning. Emphasise any qualifications, such as a Diploma in Financial Planning, and showcase your technical skills and customer service abilities.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience with financial planning, your ability to conduct technical research, and your commitment to delivering exceptional client service.
Highlight Relevant Skills: In your application, clearly outline your skills related to financial planning, such as portfolio management, cash flow analysis, and compliance knowledge. Use specific examples to demonstrate how you've successfully applied these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a role that requires high levels of accuracy.
How to prepare for a job interview at Nelson Scott
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Be prepared to discuss your experience with cash flow forecasting, investment portfolio management, and any relevant qualifications like the Diploma in Financial Planning.
✨Emphasise Client Relationship Skills
This role requires strong relationship-building skills. Share examples from your past experiences where you've successfully managed client relationships or resolved queries, highlighting your customer-centric approach.
✨Prepare for Technical Research Questions
Expect questions that assess your ability to conduct technical research and produce recommendations. Brush up on recent trends in financial planning and be ready to discuss how you would approach complex financial scenarios.
✨Demonstrate Team Collaboration
Since the role involves working closely with Financial Planners and administrative support teams, be ready to discuss your experience in collaborative environments. Highlight instances where you've effectively delegated tasks or contributed to team success.
