At a Glance
- Tasks: Support advisers with research, analysis, and report writing to deliver top-notch client solutions.
- Company: Join a dynamic financial services firm focused on client success and professional growth.
- Benefits: Starting salary up to £41,200, 33 days leave, and a non-contributory pension scheme.
- Other info: Enjoy modern offices, free parking, and opportunities for career advancement.
- Why this job: Make a real impact in clients' financial journeys while developing your skills in a supportive environment.
- Qualifications: Experience in paraplanning and strong knowledge of pensions and investments are essential.
The predicted salary is between 41200 - 41200 £ per year.
In this role, you will provide comprehensive paraplanning support to our advisers, including provider and product research, portfolio analysis, and suitability report writing. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.
What we are offering:
- Starting salary up to £41,200 p.a. (depending on skills and experience)
- 33 days annual leave (including bank holidays), increasing with length of service
- 10% non-contributory pension scheme
- Optional personal pension contributions via salary sacrifice
- 4 x life assurance
- Length of Service Anniversary Scheme
- Free onsite parking
- Modern, well-equipped offices with a small onsite gym
Key Responsibilities:
- Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
- Prepare bespoke, compliant suitability reports tailored to individual client needs.
- Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
- Support senior staff and advisers with technical analysis and evidence-based recommendations.
- Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
- Maintain your own workflow, working independently to meet deadlines and service level agreements.
- Communicate effectively with clients and colleagues via phone, email, and written correspondence.
- Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed.
Skills & Experience:
- Proven experience in paraplanning and report writing within financial services.
- Strong technical knowledge of pensions, investments, and retirement planning.
- Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.
- Experience with:
- Fund performance and risk analysis
- Various platforms and providers (preferred but not essential)
- A client-focused approach, with a commitment to excellence and relationship-building.
- Exceptional attention to detail and adherence to compliance and quality standards.
- Excellent organisational and time management skills, with the ability to prioritise and manage a high volume of tasks under pressure.
- Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems.
Qualifications:
Ideally Level 4 Diploma in Regulated Financial Planning (DipPFS) or working towards completion.
Paraplanner in Blaby employer: PSA Financial Services Ltd
As a Paraplanner with us, you will thrive in a supportive and dynamic work environment that prioritises employee well-being and professional growth. With a competitive salary, generous annual leave, and a non-contributory pension scheme, we are committed to fostering a culture of excellence and collaboration. Our modern offices, equipped with amenities like a gym and free parking, create an ideal setting for you to deliver high-quality advice solutions while enjoying a fulfilling work-life balance.
Contact Details:
PSA Financial Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Blaby
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and retirement planning. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Practice your communication skills! Whether it's over the phone or via email, being able to convey complex information clearly is key. Role-play with a friend or family member to get comfortable with discussing suitability reports and client needs.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, get those applications in and show us what you've got!
We think you need these skills to ace Paraplanner in Blaby
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, report writing, and any relevant technical knowledge. We want to see how your skills align with what we’re looking for!
Showcase Your Attention to Detail:Since this role requires exceptional attention to detail, be sure to proofread your application. A well-structured and error-free submission reflects your commitment to quality, which is super important for us at StudySmarter.
Demonstrate Your Client-Focused Approach:In your application, share examples of how you've built relationships and delivered excellent service in previous roles. We love candidates who can show they understand the importance of a seamless client experience!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process. Let’s get started!
How to prepare for a job interview at PSA Financial Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and retirement planning. Familiarise yourself with the tools mentioned in the job description, like FE Analytics, so you can confidently discuss how you've used them in past roles.
✨Tailor Your Examples
When discussing your experience, focus on specific examples that highlight your skills in report writing and technical analysis. Prepare to explain how you've managed complex cases and delivered high-quality advice solutions in previous positions.
✨Showcase Your Communication Skills
Since effective communication is key in this role, be ready to demonstrate how you've successfully interacted with clients and colleagues. Think of instances where your communication made a difference in client outcomes or team collaboration.
✨Stay Organised and Calm
The ability to manage multiple tasks under pressure is crucial. During the interview, share strategies you use to stay organised and meet deadlines, and maybe even mention a time when you successfully juggled competing priorities.
