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- Tasks: Prepare client files, ensure compliance, and assist with financial planning.
- Company: Family-owned IFA with over 20 years in the financial sector.
- Benefits: Salary from £35,000 - £55,000, funded training, and a supportive environment.
- Other info: Flexible work culture with opportunities for professional development.
- Why this job: Join a close-knit team and grow your career as a future adviser.
- Qualifications: Two years of paraplanner experience and relevant financial qualifications.
The predicted salary is between 35000 - 55000 £ per year.
PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients. This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the center of Folkestone.
Responsibilities
- Preparing and maintaining client files including discussing clients objectives with the adviser.
- Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance.
- Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser.
- Implementing recommendations including packaging reports and making changes to investments as instructed.
- Assisting with completion of application forms, submitting applications and tracking and reporting progress.
- Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients.
Qualifications
Essential
- At least two years experience of working in a paraplanner position.
- Minimum qualifications RO1, RO2, RO3 and working towards Level 4.
- Experience of financial planning software.
- Proficient in use of MS Office with good typing skills.
- Confident and effective in communication by telephone.
- Good command of written English and its use in client communications.
- Highly numerate.
- Adaptable and able to manage shifting workload and client demands.
- Excellent organisational skills and ability to plan.
Desirable
- FE Analytics
- Intelliflo
- Office
- Defaqto
- Level 4 qualified in financial services.
Benefits
- Salary from £35,000 - £55,000 pa dependent on experience
- Salary increasing with experience & qualifications
- Funded training, exam costs and development support
- A flexible and supportive family business environment
- Discretionary Bonus
- NEST pension
- And above all the opportunity to progress and develop
Paraplanner employer: PSM Recruitment Ltd
Contact Detail:
PSM Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at family-owned IFAs. A personal recommendation can go a long way in landing that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and financial planning software. Be ready to discuss how your experience aligns with the responsibilities listed in the job description. We want to see you shine!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client files or handled shifting workloads. This will demonstrate your adaptability and readiness for the role.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in financial planning and compliance, and don’t forget to mention any qualifications like RO1, RO2, or RO3. We want to see how you fit into our family-owned business!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about becoming a Paraplanner and how your skills align with our values. Keep it professional but let your personality show through – we love a bit of character!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your communication skills in your application. Whether it’s through clear writing in your CV and cover letter or mentioning your experience in client communications, we want to know you can connect with clients effectively.
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at PSM Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific regulations relevant to the role. Familiarise yourself with the company’s values and how they align with your own, as this will show your genuine interest in their practice.
✨Showcase Your Experience
Prepare examples from your past work that highlight your skills as a paraplanner. Be ready to discuss how you've managed client files, ensured compliance, and prepared recommendations. This will demonstrate your hands-on experience and problem-solving abilities.
✨Practice Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing complex financial concepts in simple terms.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and growth. This not only shows your enthusiasm for the role but also helps you gauge if the company culture is the right fit for you.