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- 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 required.
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) 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)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with report writing and financial calculations. Make sure they know you're the go-to person for accuracy and client-focused service.
✨Tip Number 3
Practice makes perfect! Before any interviews, brush up on your knowledge of pensions, ISAs, and cashflow modelling. Being able to talk confidently about these topics will set you apart from the competition.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. Plus, it shows you're proactive and keen to be part of the StudySmarter family!
We think you need these skills to ace Paraplanner (Solihull)
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, financial calculations, and client service. 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, include examples that demonstrate your attention to detail. Whether it's a project you worked on or a report you wrote, let us know how you ensure everything is spot on.
Communicate Clearly: Your written communication skills are super important for this position. Keep your application clear and concise, and make sure to articulate your thoughts well. We love a good communicator!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling. We can’t wait to hear from you!
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 other financial products. Familiarise yourself with the latest FCA rules and regulatory changes, as well as the specific tools mentioned in the job description, like Xplan and cashflow modelling software.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, be prepared to discuss examples from your past work where your attention to detail made a difference. Bring along any reports or documents you've created that demonstrate your ability to produce clear and compliant advice reports.
✨Demonstrate Client Focus
Think of instances where you've gone above and beyond for clients. Be ready to share how you’ve handled client communications and ensured a high standard of service. This will show that you understand the importance of client relationships in the paraplanning role.
✨Be Proactive and Solution-Oriented
Prepare to discuss how you've identified problems in previous roles and suggested improvements. This could relate to operational systems or client processes. Showing that you can think on your feet and contribute to team efficiency will impress your interviewers.