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- Tasks: Support Financial Planners and enhance client experiences through research and report preparation.
- Company: Join a dynamic remote team dedicated to financial excellence and client satisfaction.
- Benefits: Enjoy structured training, ongoing professional development, and collaboration with experienced professionals.
- Why this job: Gain valuable experience in finance while making a positive impact on clients' lives.
- Qualifications: Must hold Level 4 qualification in Financial Planning or Regulated Financial Planning.
- Other info: Remote work allows for flexibility and a balanced lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
We’re seeking a talented individual to join our remote based central team which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.
As a Paraplanner you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will have the opportunity to collaborate with and learn from a team of experienced Paraplanners and Financial Advisers.
Your responsibilities will include among others:
- 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
- Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Responsible for managing process, tasks and complying with FCA guidelines
To be successful in this role, you must be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning.
Paraplanner employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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, either through LinkedIn or professional groups. Engaging with professionals in the industry can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your understanding of FCA guidelines and how they apply to client interactions. Being able to articulate this knowledge will show that you are serious about compliance and client care.
✨Tip Number 4
Consider brushing up on your cashflow modelling skills. Being able to confidently present and explain cashflow scenarios will be a key part of supporting Financial Planners during client meetings.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications, particularly your Level 4 qualification in Financial Planning. Emphasise any previous roles where you supported financial planners or worked with clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Paraplanner role and how your skills align with the responsibilities outlined in the job description. Mention your ability to prepare suitability reports and collaborate effectively with Financial Planners.
Showcase Technical Skills: Highlight any technical research skills you possess, as well as your familiarity with cashflow modelling. Providing specific examples of how you've used these skills in past roles can strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Nelson Scott
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does. Familiarise yourself with the responsibilities listed in the job description, such as preparing suitability reports and collaborating with Financial Planners. This will help you demonstrate your knowledge during the interview.
✨Showcase Your Qualifications
Since the role requires Level 4 qualifications, be prepared to discuss your educational background and any relevant certifications. Highlight how your qualifications align with the requirements and how they can benefit the team.
✨Prepare for Technical Questions
Expect questions related to financial products, investment solutions, and technical research. Brush up on your knowledge in these areas so you can confidently answer questions and showcase your expertise.
✨Demonstrate Team Collaboration Skills
As a Paraplanner, you'll be working closely with Financial Planners and clients. Be ready to share examples of how you've successfully collaborated in the past, and emphasise your ability to contribute to a positive client experience.
