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For Companies At a Glance
- Tasks: Support advisers by creating clear advice reports and conducting detailed financial research.
- Company: Join a leading financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for mentorship and career advancement.
- Why this job: Make a real difference in clients' financial futures while growing your skills.
- Qualifications: 1-2 years as a Level 1 Paraplanner and strong report writing skills.
The predicted salary is between 35000 - 45000 £ per year.
Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support.
Responsibilities
- Create clear standard advice reports covering new wrappers, pension, ISA and GIA transfers, and investment top-ups, ensuring recommendations are clearly articulated, suitable for the client’s circumstances, and compliant with regulatory and internal quality standards.
- Carry out detailed research and cashflow modelling using appropriate tools and assumptions to support financial planning recommendations, assess long‑term sustainability, and clearly demonstrate suitability for the client.
- Assist with accurate financial calculations, including Capital Gains Tax (CGT) and detailed cost comparisons, to support client recommendations and suitability assessments.
- Provide support and guidance to Level 1 Paraplanners and be prepared to take ownership of Statements of Suitability (SoS), withdrawal and fund switch recommendations when required to ensure workloads are appropriately shared across the team.
- Ensure the accuracy, appropriateness, and timely delivery of all client communications, including emails, letters, and reports.
- Mentor and train Client Service Associates, actively sharing knowledge and best practice to ensure errors are minimised and the highest level of client service is delivered.
- Manage own workloads, ensuring the best client experience is provided.
- Ensure advice files are fully compliant and accurately maintained within our Practice Management System (Xplan).
- Liaise with third party stakeholders such as accountants, lawyers, and service providers where relevant to provide/obtain information for mutual clients.
- Participate in any projects and relevant business initiatives when required.
- Complete monthly compliance modules in a timely fashion before deadlines.
- Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system).
- Continually suggest realistic & appropriate improvements and solutions to problems to your line manager and others across 7IM and update/create procedures as and when required.
- Subscribe to 7IM's declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives.
- Keep ahead of FCA rules and regulatory changes, embedding compliance into daily practice.
- Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices.
- Other duties, as reasonably required by the line manager.
About You
Skills
- Accuracy and attention to detail.
- Client focussed, delivering a high standard of client service.
- Must be proactive and able to use initiative.
- Excellent written and verbal communication skills.
- Ability to work with minimum supervision whilst managing multiple and conflicting deadlines.
- Adaptive to change.
- Skilled with research tools such as FE Analytics and cashflow modelling.
- Proficient in Microsoft Word, Excel and ideally have experience of Xplan (or a similar Practice Management System).
Knowledge
- Experience in report writing is essential.
- Minimum of 1-2 years’ experience as a Level 1 Paraplanner.
- Product knowledge of pensions, bonds and other wrappers.
- Good working knowledge of all Microsoft office applications specifically Excel.
Qualifications
- Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
- An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired.
Paraplanner (Solihull) in Edinburgh employer: Partners Wealth Management LLP
Contact Detail:
Partners Wealth Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Solihull) in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using online resources to boost your confidence and ensure you can articulate your skills effectively.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, like reports or case studies, to demonstrate your skills during interviews. This will help us see how you can add value to our team right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Paraplanner (Solihull) in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with report writing, client service, and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since accuracy is key in this role, give examples of how you've demonstrated attention to detail in your previous work. Whether it's through financial calculations or compliance checks, let us know how you ensure everything is spot on.
Communicate Clearly: Your written communication skills are crucial, so make sure your application is clear and concise. Use straightforward language and structure your documents well. We appreciate a good flow that makes it easy for us to read!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're proactive—just what we like to see!
How to prepare for a job interview at Partners Wealth Management LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, ISAs, and GIA transfers. Familiarise yourself with the latest FCA rules and regulatory changes, as well as the tools like FE Analytics and cashflow modelling that you'll be using. This will show that you're proactive and ready to hit the ground running.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare to discuss examples where your attention to detail made a difference. Bring along any reports you've written or calculations you've done that demonstrate your ability to deliver high-quality work. This will help you stand out as a candidate who takes pride in their output.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so being able to communicate effectively is crucial. Consider doing mock interviews with a friend to refine your verbal communication skills before the big day.
✨Be a Team Player
This role involves supporting others, so be prepared to discuss how you've collaborated with colleagues in the past. Share examples of mentoring or training experiences, and highlight your ability to manage workloads while ensuring a great client experience. This will show that you're not just focused on your own success but also on helping the team thrive.