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- Tasks: Analyse client information and conduct advanced financial analysis to support advisers.
- Company: Join a respected Independent Financial Adviser in a dynamic team environment.
- Benefits: Enjoy competitive salary, 25 days holiday, pension, and career development support.
- Why this job: Make a real impact in financial planning while working with high-net-worth clients.
- Qualifications: Level 4 Diploma in Financial Planning and 4 years' Paraplanning experience required.
- Other info: Sociable office culture with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Senior Paraplanner Location: Woking, Surrey Role Summary An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities * Analyse client information from Fact Finds, existing records and meeting notes * Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning * Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios * Research products and services to make suitable recommendations * Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business * Attend client meetings with financial advisers when required * Work closely with all members of the team to ensure timely business processing and submission * Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards * Maintain relationships with product and service providers * Active involvement within the in-house Investment Committee Requirements * Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) * Must have at least 4 years’ experience as a Paraplanner * Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office * Technical competence in investments, pensions, tax allowances, protection, trusts and IHT * Conscientious and diligent with meticulous attention to detail * Excellent command of English, both verbal and in writing * Team player * Locally based or within a reasonable commutable distance from the office What we offer * Competitive Salary * 25 days holiday plus bank holidays * Pension * Discretionary annual bonus * Death in service cover * Support with career development and qualifications * Sociable and professional office environment * Free parking
Senior Paraplanner employer: Real Recruitment
Contact Detail:
Real Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to current employees at companies you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a great Paraplanner, but also a perfect fit for their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We believe a little courtesy can go a long way in making a lasting impression.
✨Apply Through Our Website
When you find a role that excites you, 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 are proactive and eager to join our team!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Keep Your CV Fresh: Before you dive into the application, make sure your CV is up to date. Highlight your experience as a Paraplanner and any relevant qualifications, especially if you're working towards that Level 6 Advanced Diploma.
Tailor Your Application: Read through the job specs carefully and tailor your application to match. Use keywords from the job description to show us you understand what we're looking for in a Senior Paraplanner.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Share specific examples of how you've conducted financial analysis or supported advisers in previous roles. We want to see your technical expertise in action!
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’re considered for this exciting opportunity with our team.
How to prepare for a job interview at Real Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be ready to discuss advanced financial analysis, cashflow modelling, and IHT planning. The interviewers will likely want to see how well you can apply your expertise to real-world scenarios.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience as a Paraplanner. Talk about how you've supported advisers, conducted research, and prepared suitability reports. This will demonstrate your hands-on experience and problem-solving skills.
✨Be Detail-Oriented
Since the role requires meticulous attention to detail, be prepared to discuss how you ensure accuracy in your work. You might want to share strategies you use to double-check your analyses or how you stay compliant with regulations.
✨Team Player Vibes
Emphasise your ability to work collaboratively within a team. Share examples of how you've contributed to team success in previous roles, especially in fast-paced environments. This will show that you can fit into their dynamic team culture.
