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For Companies At a Glance
- Tasks: Join our paraplanning team to create reports and conduct research for financial advisers.
- Company: We're a growing firm offering flexible work options in Hampshire.
- Benefits: Enjoy 33+ days of holiday, private medical insurance, and professional development funding.
- Why this job: Be part of a supportive culture while making a real impact in financial planning.
- Qualifications: You need 2+ years as a paraplanner and strong communication skills.
- Other info: Flexible hours available; work full-time or part-time based on your needs.
The predicted salary is between 45000 - 60000 £ per year.
Paraplanner
Hampshire/ Hybrid
Salary – £45,000 – £60,000
The Role
We are looking for a paraplanner to join a growing paraplanning team. The client are flexible and looking for someone working either full time or part time, depending on what suits you.
Working under the Head of Paraplanning, you will be working with financial advisers and in conjunction with the support services team. You will carry out research and analysis and you will be preparing suitability letters, reports, and recommendations.
Key Responsibilities
- Create suitability reports for Investments, Pensions, Protection and Inheritance Tax Planning.
- Conduct research and performance analysis using the tools provided.
- Provide technical support to IFAs enabling them to write business compliantly. This is to include conducting research, gap analysis of a client’s circumstances and reviewing existing arrangements.
- Collaborate with financial advisers and support staff to ensure compliance with regulatory standards and firm procedures.
- Liaise with providers and third parties to obtain information, quotes, illustrations and product details for cases in order to formulate recommendations for clients.
- Maintain Continuous Personal Development (CPD) by attending in-house training and keeping abreast of industry developments.
- Interact and follow the internal Investment Committee (IC) guidelines when researching client solutions.
- Maintain and update back-office systems.
- Perform other ad-hoc tasks in the office as required.
The Person
We are looking for someone with:
- At least two years’ experience working as a paraplanner
- Strong attention to detail
- Good communication skills, both written and verbal
- A solid understanding of compliance within an IFA environment
- Knowledge of industry software (Intelliflo is what we use)
- Good MS Office skills
- Ideally a level 4 diploma
Benefits
- Minimum of 33 days of holiday, inclusive of bank holidays
- Private medical insurance
- Life insurance
- Pension contribution
- Industry specific exam funding
- Professional development
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
Make sure to highlight your experience as a paraplanner in your conversations. Since they are looking for someone with at least two years of experience, be ready to discuss specific projects or tasks you've handled that demonstrate your skills and knowledge.
✨Tip Number 2
Familiarize yourself with the tools and software mentioned in the job description, especially Intelliflo. If you have experience with similar software, be prepared to explain how that experience can translate to using Intelliflo effectively.
✨Tip Number 3
Showcase your understanding of compliance within an IFA environment during discussions. This role emphasizes compliance, so being able to articulate your knowledge and experience in this area will set you apart from other candidates.
✨Tip Number 4
Engage with current trends in financial planning and paraplanning. Being knowledgeable about industry developments will not only help you in interviews but also demonstrate your commitment to Continuous Personal Development (CPD).
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, focusing on relevant skills such as research, analysis, and compliance. Mention any specific software you are familiar with, like Intelliflo.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities listed in the job description, particularly your experience in creating suitability reports and collaborating with financial advisers.
Showcase Your Communication Skills: Since good communication is key for this role, ensure that your application reflects your written communication skills. Use clear and concise language, and structure your documents well to make them easy to read.
Highlight Continuous Learning: Mention any ongoing professional development or training you have undertaken, especially related to compliance and industry standards. This shows your commitment to staying updated in the field.
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Showcase Your Experience
Be prepared to discuss your previous experience as a paraplanner in detail. Highlight specific projects or tasks where you created suitability reports or conducted research, as this will demonstrate your capability to handle the responsibilities of the role.
✨Demonstrate Attention to Detail
Since attention to detail is crucial for this position, provide examples of how you've ensured accuracy in your work. Discuss any processes you follow to double-check your reports and analyses, which will show that you take compliance seriously.
✨Familiarize Yourself with Industry Software
Make sure you have a good understanding of Intelliflo or similar industry software. If you have experience with it, be ready to discuss how you've used it in your previous roles to streamline your work and improve efficiency.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and expectations for the paraplanning role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
