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- Tasks: Join us as a Paraplanner, supporting IFAs with research and client communication.
- Company: Be part of a top UK wealth management firm known for innovation and excellent service.
- Benefits: Enjoy remote work, competitive salary, generous holidays, and career development opportunities.
- Why this job: Make a real impact in finance while growing your skills in a supportive team environment.
- Qualifications: Level 4 Diploma in Financial Planning or nearing completion, plus 2 years' experience preferred.
- Other info: Work from home with occasional office visits; training provided to enhance your expertise.
The predicted salary is between 30000 - 40000 £ per year.
A truly exciting opportunity for a Paraplanner to join one of the UK's leading wealth management and financial advisory specialists based in the Birmingham area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as finance is a vital part of any business.
We are looking to speak with applicants who can demonstrate commitment, eagerness to learn and showcase their skills!
Main Responsibilities for the successful Paraplanner:
- Work closely with IFAs undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
- Effectively and efficiently summarise recommendation options for IFAs and draft proposals, letters and suitability reports for a wide range of products, providers and funds.
- An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualised largely free-type client reports.
- Competent use of different software packages and technology to analyse data and propose effective client solutions.
- Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.
- Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
- Maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs.
- Contribute to staff meetings and process improvement sessions to help the Company achieve its goals.
About the successful Paraplanner:
- Level 4 Diploma in Financial Planning or near completion of.
- Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice.
- A detailed understanding of pensions, investments, protection, and tax planning.
- Excellent report writing and communication skills.
- Experience of a variety of IT systems.
- Previous experience of using different provider websites and knowledge of the overall application and administrative processes.
What we offer in return to the successful Paraplanner:
- Salary £36,000-40,000 per annum depending on experience.
- Monday to Friday (9am-5pm) - working from home with occasional visits to the head office as and when required.
- UK's leading wealth management pension scheme + generous holiday entitlement.
- Unrivalled career development prospects.
- National Training and ability to upskill your existing skill set.
If you are passionate about the financial sector and want to be part of a fantastic team, please do not hesitate to contact us for more details!
Contact Detail:
Paradigm Employment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high professional standards.
✨Tip Number 2
Network with current Paraplanners or financial advisers through LinkedIn or industry events. Engaging with professionals in the field can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your report writing skills, as this is a key responsibility of the role. Consider creating sample reports or summaries to showcase your ability to communicate complex information clearly.
✨Tip Number 4
Stay updated on the latest financial products and market trends. Being knowledgeable about current offerings will allow you to speak confidently during interviews and show your enthusiasm for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner, particularly your understanding of pensions, investments, and tax planning. Use specific examples to demonstrate your skills in report writing and communication.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial sector and your eagerness to learn. Mention how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Technical Skills: Emphasise your competence with various IT systems and software packages. Provide examples of how you've used technology to analyse data and propose client solutions in your previous roles.
Showcase Continuous Learning: Mention any ongoing training or self-development efforts related to financial planning. Highlight your commitment to maintaining a high degree of technical knowledge and meeting quality targets.
How to prepare for a job interview at Paradigm Employment Services
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, protection, and tax planning. Be prepared to discuss how you've applied this knowledge in previous roles, as it will demonstrate your expertise and commitment to the field.
✨Prepare for Practical Scenarios
Since the role involves drafting proposals and suitability reports, practice summarising recommendation options. You might be asked to provide examples or even draft a mock report during the interview, so being ready for this will set you apart.
✨Demonstrate Your Communication Skills
As you'll be communicating directly with clients and IFA's, it's crucial to showcase your excellent communication skills. Practice articulating complex financial concepts in simple terms, and be ready to discuss how you've effectively communicated in past roles.
✨Highlight Your Adaptability
The ability to think independently and work outside formal templates is essential. Share examples of how you've adapted to changing circumstances or developed unique solutions in your previous positions to illustrate your flexibility and problem-solving skills.
