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- Tasks: Prepare written advice and conduct technical research for Financial Planners.
- Company: Join a well-established Wealth Management practice in Grantham.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic setting.
- Qualifications: Experience as a Paraplanner, preferably in an IFA environment, with Level 4 Diploma preferred.
- Other info: Looking for a proactive individual with strong communication skills and a can-do attitude.
The predicted salary is between 25000 - 35000 £ per year.
Our client is a well-established Wealth Management practice who provide corporate and private Client Wealth Management advice to their Clients and now have an outstanding opportunity for an experienced Paraplanner to join their thriving Business based in the Grantham area.
The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner, whilst mitigating any risks to the business and assisting with the achievement of business targets.
Responsibilities:
- Develop and maintain effective relationships with clients and colleagues.
- Prepare suitability reports appropriate to level of experience and under relevant supervision.
- Ensure all relevant compliance paperwork has been carried out.
- Carry out technical research as part of the existing arrangement review process.
- Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
- Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
- Obtain data on in-house and third party products in order to provide technical valuations as required.
- Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.
- Deal with client and insurer queries to completion as appropriate.
- Ensure that client queries are appropriately investigated and accurate responses given.
- Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.
The successful candidate will need to have proven experience working as a Paraplanner, preferably within an IFA environment, with knowledge of investment and pension products and ideally be Level 4 Diploma qualified. You will have excellent Microsoft and Excel skills, solid communication and interpersonal skills.
Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR15846.
Paraplanner employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend relevant events or join online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully supported Financial Planners in the past. Highlight your experience with technical research and client interactions to showcase your skills.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and client base so you can tailor your responses to align with their business goals and culture.
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, especially in an IFA environment. Emphasise your knowledge of investment and pension products, and include any relevant qualifications like the Level 4 Diploma.
Craft a Strong Cover Letter: Write a cover letter that showcases your can-do attitude and ability to build strong relationships. Mention specific examples of how you've delivered first-class service to clients in the past.
Highlight Technical Skills: Since the role requires excellent Microsoft and Excel skills, be sure to mention your proficiency in these areas. Provide examples of how you've used these skills in previous roles to support financial planning.
Showcase Compliance Knowledge: Demonstrate your understanding of compliance and legislative obligations in your application. Mention any experience you have with compliance paperwork and how you've ensured adherence to company policies in past positions.
How to prepare for a job interview at NJR Recruitment
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your knowledge of investment and pension products. Brush up on the latest regulations and compliance requirements, as well as any recent changes in the financial landscape that could affect your advice.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be prepared to discuss how you've successfully built relationships with clients and colleagues in the past. Use specific examples to illustrate your ability to convey complex information clearly and concisely.
✨Demonstrate Your Attention to Detail
In the wealth management sector, accuracy is crucial. Highlight your experience in preparing suitability reports and ensuring compliance paperwork is completed correctly. You might even want to bring along a sample report to discuss during the interview.
✨Exhibit a Can-Do Attitude
The client is looking for someone with a positive mindset. Be ready to share instances where you've gone above and beyond to deliver excellent service or overcome challenges. This will show that you align with their values and are committed to achieving business targets.
