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For Companies At a Glance
- Tasks: Prepare reports and conduct research to support financial planners.
- Company: Join Nelson Scott, a leading recruiter in wealth management.
- Benefits: Enjoy competitive pay, flexible working from home, and opportunities for professional growth.
- Why this job: Make a real impact in clients' financial journeys while developing your skills in a supportive environment.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and a passion for further development.
- Other info: This is a full-time associate role with a focus on achieving personal targets.
The predicted salary is between 38000 - 45000 £ per year.
This range is provided by Nelson Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range £38,000.00-£45,000.00.
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 Know Your Client 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 cash flow modelling, as required.
- Manage own workload to meet personal targets.
- Communicate effectively with the Financial Planners to manage expected delivery dates.
Professional Qualifications and Education
- Level 4 Diploma in Financial Planning (DipPFS) minimum.
- A desire to develop further and to undertake relevant examinations and work towards Chartered status.
Seniority level: Associate
Employment type: Full-time
Job function: Other
Home Based Paraplanner employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home Based Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and investment solutions. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with current paraplanners or financial planners to gain insights into their day-to-day responsibilities. This can provide you with valuable information that you can use to tailor your discussions during the interview process.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client records and ensured compliance with KYC regulations. Real-life scenarios can showcase your practical experience and problem-solving skills.
✨Tip Number 4
Demonstrate your willingness to pursue further qualifications, such as working towards Chartered status. This shows your ambition and dedication to professional growth, which is highly valued in the financial services industry.
We think you need these skills to ace Home Based Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your Level 4 Diploma in Financial Planning and any additional qualifications or examinations you are pursuing.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your skills and experience align with preparing suitability reports and conducting technical research.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with financial planners or clients in the past. This is crucial for demonstrating your ability to support client meetings and manage expected delivery dates.
Highlight Client Management Experience: Discuss your experience in managing client records and ensuring they are accurate and up to date. This will show your understanding of the importance of Know Your Client information in delivering suitable advice.
How to prepare for a job interview at Nelson Scott
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products and investment solutions relevant to the role. Be prepared to discuss how these products can be tailored to meet client needs during the interview.
✨Demonstrate Technical Research Skills
Be ready to showcase your ability to conduct technical research. You might be asked about your approach to gathering information for suitability reports, so think of examples where you've successfully done this in the past.
✨Highlight Your Client Management Experience
Since the role involves ensuring accurate client records and effective communication with Financial Planners, prepare to discuss your experience in managing client relationships and how you ensure their needs are met.
✨Show Your Commitment to Professional Development
Express your desire to further your qualifications, such as working towards Chartered status. Discuss any relevant examinations you plan to undertake and how they will enhance your skills as a Paraplanner.
