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- Tasks: Support advisers by creating detailed reports and conducting research for client portfolios.
- Company: Dynamic financial services firm focused on innovation and collaboration.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous annual leave.
- Why this job: Join a team that values creativity and commitment while making a real impact in clients' financial journeys.
- Qualifications: Level 4 Diploma Qualified Paraplanner with experience in report writing and research.
- Other info: Enjoy a vibrant workplace with flexible benefits and opportunities for personal development.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
The role
To provide a technical service to our team of advisers in order to provide our clients with a positive professional experience, report writing support including the production of suitability reports based on client needs and assisting the Paraplanning team to maintain up to date report templates and models.
Job Responsibilities
- Assist with the provision of fully compliant, potentially complex reports which will include analysis, research and product recommendations for presentation to clients.
- Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
- Assist with obtaining valuations, quotations and completing supporting application documentation.
- Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Manage own workload position and provide updates to line manager.
- Commit to continuous personal development and retain supporting records.
- To carry out any other duties as may reasonably be required.
- Adhere to Consumer Duty outcomes
Job Requirements
- Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role
- Experience of writing and compiling very technical Suitability Reports, coupled with good solid Research experience
- Career focused Paraplanner
- Experience with pension switching and transfer products is highly beneficial
- Cashflow forecasting experience is advantageous
- Excellent organisational skills and attention to detail.
- Strong communication skills and the ability to collaborate effectively with internal and external stakeholders.
- Self-motivated with the ability to work independently and manage multiple priorities.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the office.
- And lots of flexible benefits to choose from!
Paraplanner employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who are already working as Paraplanners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at a networking event or an interview, bring along examples of your work. Suitability reports or research you've done can really impress and show you're the real deal.
✨Tip Number 3
Stay updated on industry trends! Make sure you're clued up on the latest in asset allocation and pension products. This knowledge will not only help you in interviews but also show that you're committed to continuous personal development.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it gives you a better chance to stand out and showcase your passion for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills in report writing, research, and compliance align with our needs. We want to see how you can contribute to our team!
Be Professional Yet Personable: While we appreciate professionalism, don’t be afraid to let your personality shine through. A friendly tone can make your application stand out and show us you're a great fit for our collaborative culture.
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Know Your Reports Inside Out
As a Paraplanner, you'll be expected to write and compile technical suitability reports. Make sure you brush up on your report writing skills and understand the nuances of what makes a report compliant and effective. Familiarise yourself with examples of strong reports to discuss during the interview.
✨Showcase Your Research Skills
Research is a big part of the role, so be prepared to talk about your experience in analysing client portfolios and making product recommendations. Bring examples of past research projects or case studies that highlight your analytical skills and how they benefited clients.
✨Demonstrate Your Ethical Commitment
This company values compliance and ethics highly. Be ready to discuss how you've adhered to ethical guidelines in your previous roles. Share specific instances where you ensured compliance while delivering excellent service to clients.
✨Highlight Your Teamwork Abilities
Collaboration is key in this role, so think of examples where you've worked effectively with others, whether it's within a team or with external stakeholders. Emphasise your communication skills and how you contribute to a positive team environment.
