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For Companies At a Glance
- Tasks: Prepare reports and conduct research to support financial planning.
- Company: Join a dynamic team focused on delivering tailored financial advice.
- Benefits: Enjoy remote work flexibility and opportunities for professional growth.
- Why this job: Be part of a supportive culture that values your input and development.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and a passion for learning.
- Other info: Ideal for those looking to advance towards Chartered status.
The predicted salary is between 28800 - 48000 £ per year.
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 cashflow 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 working towards Chartered status
Paraplanner (Home Based) employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Home Based)
✨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 daily responsibilities and challenges. This can provide you with valuable information that you can use to tailor your approach during the application process.
✨Tip Number 3
Prepare to discuss your experience with client records and suitability reports. Be ready to share specific examples of how you've ensured accuracy and compliance in previous roles, as this is crucial for the position.
✨Tip Number 4
Show your enthusiasm for professional development by mentioning any relevant courses or qualifications you are pursuing. Highlighting your ambition to achieve Chartered status can set you apart from other candidates.
We think you need these skills to ace Paraplanner (Home Based)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience. Emphasise your skills in preparing suitability reports and conducting technical research, as these are key responsibilities for the role.
Craft a Strong Cover Letter: In your cover letter, express your desire to develop further in the financial planning field. Mention your commitment to achieving Chartered status and how your background aligns with the company's values and goals.
Showcase Communication Skills: Since effective communication with Financial Planners is crucial, provide examples in your application of how you've successfully collaborated with colleagues or clients in the past. This will demonstrate your ability to 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 is essential for demonstrating the suitability of advice, so be specific about your methods and successes in this area.
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 products and investment solutions. Be prepared to discuss specific examples of suitability reports you've prepared or technical research you've conducted in the past.
✨Emphasise Your Attention to Detail
Highlight your ability to maintain accurate client records and ensure compliance with Know Your Client regulations. Share instances where your meticulousness has positively impacted client outcomes or streamlined processes.
✨Demonstrate Your Teamwork Skills
Since you'll be working closely with Financial Planners, it's essential to show that you can collaborate effectively. Discuss how you've supported colleagues in previous roles, particularly in client meetings or project delivery.
✨Express Your Commitment to Professional Development
Mention your Level 4 Diploma in Financial Planning and your aspirations for further qualifications. Companies appreciate candidates who are eager to grow and work towards Chartered status, so share your plans for future examinations.
