At a Glance
- Tasks: Support financial planners by conducting research and producing detailed reports.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth in a successful and supportive practice.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Experience in paraplanning or technical support, strong report writing skills.
The predicted salary is between 45000 - 45000 € per year.
This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Key Responsibilities:
- Paraplanner Technical Support
- Conduct research across pensions, investments, protection and estate planning solutions
- Prepare and write clear, compliant and client-focused suitability reports
- Analyse existing client arrangements and identify planning opportunities
- Assist advisers with technical queries and financial planning strategies
- Case Ownership
- Assist in managing cases from beginning to end, alongside the advisers and administration team
- Work closely with the administration team to ensure applications are processed accurately
- Monitor progress of business submitted and liaise with providers where necessary
- Ensure all client files and back-office systems are fully updated
- Financial Planning Support
- Prepare cashflow models using Voyant
- Provide analysis with use of Financial Express Analytics
- Assist with client meeting preparation and post-meeting actions
- Produce illustrations, product comparisons and supporting documentation
- Team Collaboration
- Work closely with advisers, administration staff and practice manager
- Help maintain a smooth workflow between advice, paraplanning and administration
- Contribute to improving processes and efficiencies within the practice
About You:
We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have:
- Experience working in a Paraplanning or Technical Adviser Support role
- Strong suitability report writing skills
- Good knowledge of pensions, investments, protection and estate planning
- St. James’s Place experience preferable, but not essential as training can be provided
- Experience with Voyant is desired
- Excellent attention to detail and organisational skills
- You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Paraplanner in Farnham employer: Premium site
Join a highly successful and established practice in Farnham, Surrey, where you will play a pivotal role as a Paraplanner, supporting both senior and next-generation advisers in delivering exceptional financial planning advice. Our collaborative work culture fosters professional growth, offering opportunities for training and development, while our commitment to high-quality service ensures that you will be part of a team that values attention to detail and client satisfaction. With competitive salary packages and a focus on employee well-being, this is an excellent opportunity for those seeking meaningful and rewarding employment in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and estate planning confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you’re keen and professional, which is exactly what we love to see in a paraplanner.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We’ve got all the info you need, and it’s the quickest way to get your application in front of the right people. Let’s get you that job!
We think you need these skills to ace Paraplanner in Farnham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in paraplanning, technical support, and report writing to show us you’re the perfect fit!
Showcase Your Skills:Don’t forget to mention your knowledge of pensions, investments, and estate planning. We want to see how your skills align with what we do, so be specific about your expertise!
Be Clear and Concise:When writing your suitability reports or any other documents, clarity is key! We appreciate well-structured and compliant reports that demonstrate your attention to detail.
Apply Through Our Website:Remember to apply through our website for a smoother process. It’s super easy, and you’ll get a confirmation email once you’ve submitted your application. We can’t wait to hear from you!
How to prepare for a job interview at Premium site
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and estate planning. The interviewers will likely ask you technical questions, so being able to demonstrate your expertise will set you apart from other candidates.
✨Showcase Your Report Writing Skills
Since strong suitability report writing skills are crucial for this role, prepare a few examples of your previous work. Be ready to discuss how you approach writing reports and ensure they are compliant and client-focused.
✨Demonstrate Team Spirit
This role involves working closely with advisers and the administration team, so be prepared to talk about your experience in collaborative environments. Share examples of how you've contributed to team success and improved processes in your past roles.
✨Prepare for Client Interaction
As you may attend client meetings, think about how you would handle client queries and support advisers during these interactions. Practice articulating your thoughts clearly and confidently, as this will show your ability to communicate effectively with clients.
