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- Tasks: Join a close-knit team to manage client files and prepare financial recommendations.
- Company: A family-owned IFA with over 20 years of experience in the financial sector.
- Benefits: Enjoy a competitive salary, funded training, flexible work environment, and a discretionary bonus.
- Why this job: Great opportunity for growth into an adviser role while working in a supportive culture.
- Qualifications: Two years of paraplanner experience and relevant financial qualifications required.
- Other info: Office-based role located in the centre of Folkestone.
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.
Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
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 centre of Folkestone.
As part of the team your responsibilities will include (but not limited to):
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.
Experience, Skills and 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 it’s use in client communications.
Highly numerate.
Adaptable and able to manage shifting workload and client demands.
Excellent organisational skills and ability to plan. xiskglj
Desirable
FE Analytics
Intelliflo Office
Defaqto
Level 4 qualified in financial services.
What we can offer
In return for the above experience and personal traits we can offer:
Salary from £30,000 – £40,000 p.a 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 with professionals in the financial sector, especially those who work as paraplanners or advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific financial planning software mentioned in the job description, such as FE Analytics and Intelliflo Office. Having hands-on experience with these tools can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in detail during the interview. Be ready to provide examples of how you've managed client files, ensured compliance, and prepared recommendations in your past roles.
✨Tip Number 4
Showcase your communication skills by preparing thoughtful questions for the interviewers. This demonstrates your interest in the role and helps you understand how you can contribute to their team effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a paraplanner. Focus on your skills in financial planning software, compliance, and client communication, as these are essential for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your desire to grow within the company. Mention specific experiences that align with the job description, such as preparing client files or implementing recommendations.
Highlight Relevant Qualifications: Clearly list your qualifications, especially RO1, RO2, and RO3, and mention any progress towards Level 4. This will demonstrate your commitment to professional development and suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A strong command of written English is crucial for client communications, so ensure your application reflects this.
How to prepare for a job interview at PSM recruitment Ltd
✨Showcase Your Experience
Make sure to highlight your two years of experience in a paraplanner position. Be prepared to discuss specific examples of how you've managed client files, ensured compliance, and prepared recommendations.
✨Demonstrate Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly. Prepare to discuss how you've successfully communicated with clients and third parties in the past.
✨Familiarise Yourself with Financial Software
Brush up on your knowledge of financial planning software, especially if you have experience with FE Analytics or Intelliflo Office. Be ready to discuss how you've used these tools to enhance your work.
✨Prepare Questions About Growth Opportunities
Since the company is looking for someone to develop their client bank, prepare insightful questions about growth opportunities within the role. This shows your interest in long-term development and commitment to the company.
