At a Glance
- Tasks: Support advisers with research, analysis, and tailored reports for clients.
- Company: Dynamic financial services firm focused on client success.
- Benefits: Starting salary up to £41,200, 33 days leave, and a non-contributory pension scheme.
- Other info: Modern offices with a gym and opportunities for career growth.
- Why this job: Make a real impact by delivering high-quality advice and enhancing client experiences.
- Qualifications: Experience in paraplanning, strong technical knowledge, and excellent organisational skills.
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 and 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: Impactful Research & Bespoke Reports in Blaby employer: PSA Financial Services Ltd
Join a dynamic and supportive team where your contributions as a Paraplanner will directly impact client satisfaction and success. With a competitive starting salary, generous annual leave, and a commitment to employee development, we foster a culture of excellence and collaboration in our modern offices equipped with amenities like a gym. Our focus on bespoke solutions and continuous learning ensures that you will thrive in your role 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: Impactful Research & Bespoke Reports 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 paraplanning roles. 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 report writing. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you get an interview, research the company and their specific needs. Show them how your skills in provider research and suitability report writing can directly benefit their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner: Impactful Research & Bespoke Reports in Blaby
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in paraplanning and report writing. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Technical Skills:Since this role involves a lot of technical analysis, be sure to mention your proficiency with tools like FE Analytics and your knowledge of pensions and investments. We love seeing candidates who can hit the ground running!
Be Clear and Concise:When writing your suitability reports or any correspondence, clarity is key. We appreciate well-structured and easy-to-read documents, so keep it straightforward and to the point while demonstrating your attention to detail.
Apply Through Our Website:We encourage you to submit your application through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
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 would conduct provider and product research.
✨Tailor Your Approach
Prepare to showcase your ability to write bespoke suitability reports. Bring examples of past reports you've created, highlighting how you tailored them to meet individual client needs. This will demonstrate your attention to detail and client-focused approach.
✨Showcase Your Workflow Management
Be ready to discuss how you manage your own workflow and meet deadlines. Share specific examples of how you've handled complex cases from start to finish, resolving any technical queries along the way. This will show your organisational skills and ability to work independently.
✨Communicate Like a Pro
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, whether it's through phone calls, emails, or written correspondence. You might even want to prepare a few questions to ask during the interview to show your engagement and interest.
