At a Glance
- Tasks: Support Financial Planners with research, analysis, and client communication.
- Company: Join a forward-thinking financial services firm dedicated to client care.
- Benefits: Enjoy wellbeing days, private healthcare, and a matched pension scheme.
- Other info: Opportunities for career growth and personal development in a collaborative environment.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
As a Paraplanner, you will provide recommendations, financial analysis, technical and research support to the Financial Planners to deliver excellent client service and outcomes. You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, if necessary, attending review meetings with Financial Planners.
You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others. To be successful you will build deep and meaningful relationships with the clients and the team, always being mindful of the ways we can improve the client experience.
Become a technical expert in a particular specialism, have regular development conversations. Work towards the Advanced Diploma in Financial Planning and Chartered Status. Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner.
As a Financial Planning Technician, you will complete all paraplanning tasks together with responsibility for:
- Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required.
- Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients.
- Liaising with providers: speak to external companies to obtain information about existing and potential investments.
- Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss.
- Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey.
- Compliance and regulation: Working with honesty and integrity, you will be disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role and conduct of the business.
- Supporting the team: share expertise and best practice with others and assist them with complex client matters. Carry out peer reviews.
- Technical knowledge: dedicate time to meet continuous professional development requirements and maintaining your product and technical knowledge.
Benefits:
- Wellbeing day: As part of Progeny’s ongoing commitment to wellbeing, all team members are given a paid day off to focus on themselves.
- Employee Assistance Programme: A programme via Health Assured providing counselling, legal support, bereavement support and more.
- Private Healthcare Scheme: Provided by BUPA, this includes a digital GP, a 24-hour helpline and counselling support.
- Group Pension Scheme: We operate a personal pension plan and will match team members contributions up to 5% with the option for team members to pay in more if they choose.
- Volunteering day: Team members are entitled to a paid volunteering day each year to spend supporting your community.
Skills:
- Exemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes.
- Methodical and organised – An ability to work autonomously and manage your own workload.
- Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development.
- Excellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise.
- Great tech skills - Proficiency in Microsoft Office (with advanced Word/Excel skills) and a good working knowledge of different provider platforms.
- Financial Services experience - Possess sound understanding of financial advice, FCA principles and regulatory standards with experience using a range of provider products, services and capabilities.
- Technical knowledge - Possess the Level 4 Diploma in Financial Planning.
Effectively produce thorough work that meets the needs of our clients and colleagues.
Paraplanner in Nottingham employer: Progeny
Progeny is an exceptional employer that prioritises employee wellbeing and professional growth, offering benefits such as a paid wellbeing day, private healthcare, and a group pension scheme. Our collaborative work culture fosters strong relationships among team members and clients alike, while providing ample opportunities for career advancement within the Paraplanning Centre of Excellence. Join us to be part of a supportive environment where your passion for client care and continuous learning can truly thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Nottingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Progeny. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Nottingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Progeny.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Progeny's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Progeny
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Progeny.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Progeny will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Progeny employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
