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- Tasks: Support financial advisors in creating and implementing client financial plans.
- Company: Join a dynamic team in the financial services sector, focused on client success.
- Benefits: Enjoy opportunities for career progression and a collaborative work environment.
- Why this job: Gain hands-on experience in financial planning while making a real impact for clients.
- Qualifications: Minimum 3 years as a Paraplanner; Diploma in Financial Planning required.
- Other info: Ideal for proactive individuals eager to grow within the financial advisory field.
The predicted salary is between 36000 - 60000 £ per year.
We are currently seeking a dynamic and talented individual to join our team. This is a fantastic opportunity for the right candidate.
Key Responsibilities:
- Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
- Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
- Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
- Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
- Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
Requirements:
- Experience: Minimum of 3 years of experience as a Paraplanner within the financial services sector.
- Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status.
- Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
- Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
- Team Player: Collaborative approach to working within a team environment. This will be demonstrated by a ready willingness to support team members with technical and administrative issues.
- Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.
Technical Services:
- Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
- Sourcing of external provider solutions.
- Drafting advice: Input into the design of planning solutions and the subsequent drafting of the advice to clients.
- Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team.
- Interaction with clients: Stay updated with industry news and trends. Professionally address and acknowledge client queries promptly.
Other Duties:
- Engage in mentoring or support sessions as necessary.
- Familiarity with a range of products and solutions, including domestic and offshore options.
- A good eye for detail and accuracy; excellent written and verbal communication standards.
- Demonstrable ability to work collaboratively and independently.
Who Will This Role Suit?
An individual who approaches work with a positive, proactive attitude, demonstrating a willingness to excel.
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events, webinars, or local meetups to connect with current Paraplanners and financial advisors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest financial products and market trends. Subscribe to relevant financial news outlets and follow industry leaders on social media. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare for potential client interaction scenarios during interviews. Practice explaining complex financial concepts in simple terms, as this is a key part of the Paraplanner role. Role-playing with a friend can help you refine your communication skills.
✨Tip Number 4
Familiarise yourself with the regulatory compliance standards relevant to the role. Understanding these regulations will not only boost your confidence but also show potential employers that you are serious about adhering to industry guidelines.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your financial planning support, research and analysis skills, and any relevant qualifications. Use keywords from the job description to align your experience with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific experiences that demonstrate your ability to support financial advisors and engage with clients effectively.
Showcase Technical Skills: In your application, emphasise your proficiency in financial planning software and tools. Provide examples of how you've used these in previous roles to enhance your contributions to financial planning processes.
Highlight Communication Abilities: Since strong communication skills are essential for this role, include examples of how you've successfully explained complex financial concepts to clients or collaborated with team members. This will demonstrate your fit for the position.
How to prepare for a job interview at Nelson Scott
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning concepts and current market trends. Be prepared to discuss specific financial products and how they can benefit clients, as this will demonstrate your expertise and readiness for the role.
✨Prepare for Client Interaction Scenarios
Since client interaction is a key part of the job, think about potential scenarios you might face. Practice explaining complex financial concepts in simple terms, as this will show your communication skills and ability to engage effectively with clients.
✨Highlight Your Team Player Attitude
Emphasise your collaborative approach during the interview. Share examples of how you've supported team members in the past, whether through technical assistance or administrative tasks, to illustrate that you're a team player who values collaboration.
✨Demonstrate Regulatory Awareness
Stay updated on industry regulations and compliance standards relevant to the role. Be ready to discuss how you ensure adherence to these guidelines in your work, as this will show your commitment to maintaining high professional standards.
