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- Tasks: Support advisers and clients with detailed financial planning and technical research.
- Company: Join a dynamic financial planning team focused on high-net-worth clients.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real impact in financial planning while working with high-value clients.
- Qualifications: 4+ years of paraplanning experience and strong technical skills in finance.
- Other info: Opportunity for career growth in a supportive and innovative team.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a highly skilled and technically proficient Paraplanner to join our growing financial planning team. This is an opportunity to work closely with high-net-worth clients, averaging £1 million in assets, across pensions, investments, and estate planning.
You will be integral in supporting advisers and clients while also owning the role, bringing initiative, technical insight, and independent judgment to the business.
Key Responsibilities- Provide full paraplanning support to advisers and clients.
- Prepare detailed cash flow modelling, proposals, and transfer analysis.
- Draft clear and compliant suitability reports.
- Work extensively on pension consolidations, tax-free cash planning, and estate planning.
- Conduct technical research across pensions, investments, and tax planning.
- Liaise with product providers, clients, and advisers to ensure accuracy and efficiency.
- Take ownership of cases from start to finish, ensuring a high standard of delivery.
- 4+ years’ experience in a paraplanning role.
- Demonstrated technical proficiency in pensions, investments, and estate planning.
- Pension transfers and consolidations.
- Preparing suitability reports.
- Strong understanding of tax-efficient planning strategies.
- Excellent written and verbal communication skills.
- Ability to work both independently and collaboratively.
Paraplanner in England employer: Orla Rose Associates
Contact Detail:
Orla Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a paraplanning role that’s perfect for you.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your technical proficiency in pensions and investments. Share specific examples of how you've tackled complex cases or improved processes in your previous roles.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of tax-efficient planning strategies and suitability reports. Be ready to discuss how you’ve used these in real-life scenarios. Confidence in your expertise can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented paraplanners. By applying directly, you’ll ensure your application gets the attention it deserves, and you might just land that dream job with us!
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your technical proficiency in pensions, investments, and estate planning. We want to see how your experience aligns with the role, so don’t hold back on showcasing your expertise!
Be Clear and Compliant: When drafting your application, keep it clear and compliant. Just like you would with suitability reports, ensure your writing is straightforward and professional. This will show us you understand the importance of clarity in communication.
Tailor Your Application: Don’t just send a generic application! Tailor it to reflect the key responsibilities mentioned in the job description. We love seeing candidates who take the time to connect their experience with what we’re looking for.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Orla Rose Associates
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and estate planning. Be ready to discuss specific cases or scenarios where you've applied your expertise, as this will show your depth of understanding and experience.
✨Prepare for Case Studies
Since the role involves detailed cash flow modelling and suitability reports, practice how you would approach these tasks. You might be asked to walk through a hypothetical case during the interview, so having a structured method in mind will help you shine.
✨Show Your Initiative
Demonstrate your ability to take ownership of cases by sharing examples from your past work. Talk about how you’ve proactively solved problems or improved processes, as this aligns with the independent judgment they’re looking for.
✨Communicate Clearly
Since excellent communication skills are crucial, practice articulating your thoughts clearly and concisely. Whether it’s discussing complex financial concepts or drafting reports, being able to convey information effectively will set you apart.
