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 excellence and client satisfaction.
- Benefits: Earn up to £41,200, enjoy 33 days off, and access a range of perks including a gym.
- Other info: Collaborative team culture with opportunities for professional development and career advancement.
- Why this job: Make a real difference in clients' financial journeys while growing your career in a supportive environment.
- Qualifications: 3+ years in paraplanning, strong knowledge of pensions and investments, and excellent report writing 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.
We Offer
- Salary up to £41,200 p.a. dependent on experience plus profit-related bonuses
- 33 days annual leave (including Bank Holidays) increasing with length of service
- 10% non-contributory pension, optional personal pension contributions via salary sacrifice, 4 x life assurance
- Excellent working environment including free onsite parking, breakfast cereal and fresh fruit, 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.
- Maintain and update the back-office system to ensure client records accurately reflect the advice provided and all related actions undertaken.
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, cashflow modelling, 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
- A minimum of 3 years’ industry experience is essential.
- Ideally qualified to Level 4 Diploma in Regulated Financial Planning (DipPFS) or currently working towards completion.
Paraplanner in Leicester employer: PSA Financial Services Ltd
As a Paraplanner with us, you will thrive in a supportive and dynamic environment that prioritises employee well-being and professional growth. With competitive salaries, generous annual leave, and a range of benefits including a non-contributory pension and onsite amenities, we foster a culture of collaboration and excellence. Join us to make a meaningful impact while enjoying a fulfilling career in the heart of the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leicester
✨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 Leicester
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 you can bring your unique skills to our team!
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your skills align with the job description. Talk about your experience with provider research, portfolio analysis, and suitability reports. We love seeing real examples of your work!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that’s easy to read and understand.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at PSA Financial Services Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and retirement planning. Be ready to discuss specific products and providers, as well as demonstrate your understanding of fund performance and risk analysis.
✨Tailor Your Reports
Prepare to showcase your report writing skills by bringing examples of bespoke suitability reports you've created in the past. Highlight how you tailored these reports to meet individual client needs, as this will show your attention to detail and client-focused approach.
✨Showcase Your Workflow Management
Be prepared to discuss how you manage your own workflow and meet deadlines. Share specific examples of how you've handled complex cases from inception to completion, and how you resolved any technical queries along the way.
✨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 the interviewers about their communication practices within the team.
