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For Companies At a Glance
- Tasks: Support client advisers by analysing data and creating tailored financial solutions.
- Company: Join a growing financial planning practice with a focus on professional development.
- Benefits: Enjoy flexible hours, 25 days holiday, and employer pension contributions.
- Why this job: Be part of a supportive team that values high-quality service and personal growth.
- Qualifications: Must have 2 years' paraplanning experience and a Level 4 Diploma in financial planning.
- Other info: Opportunity to work in a business park location with free parking.
The predicted salary is between 30000 - 40000 £ per year.
An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning practice, providing support to a team of client-facing advisers. If you have a passion for delivering high-quality paraplanning services and enjoy working in a professional, supportive environment, this could be the perfect role for you.
What can you expect?
- Salary: £30,000 - £40,000 (depending on experience and qualifications).
- 25 days holiday per year.
- 4x Death in Service Benefit.
- Employer pension contributions.
- Flexible working hours.
- Business Park location with free parking.
- Support for professional development and further study to advance within the business.
Key Responsibilities:
- Receive instructions from advisers following client meetings and interpret the data provided.
- Analyse client information and conduct thorough research using various tools to provide tailored solutions.
- Consolidate client needs and objectives into clear recommendations and action plans, delivered through suitability reports, illustrations, and key features documents.
- Ensure all tasks comply with company procedures and regulatory standards.
- Prepare client files for reviews and ensure they remain compliant on an ongoing basis.
- Research and analyse appropriate financial products and services based on individual client circumstances.
- Propose and draft financial solutions that meet each client’s goals, needs, and objectives.
Relevant Skills and Experience:
- A minimum of 2 years’ experience in a Paraplanning role, preferably within an independent financial adviser (IFA) environment.
- A clear understanding of the financial planning process.
- Ability to produce professional, technical reports that support the advice process.
- Strong organisational skills, with the ability to work without supervision and meet agreed outcomes.
- Capable of prioritising your workload and managing the Paraplanning team’s tasks.
- Technical knowledge of investments and pensions advice.
- Proficiency in MS Word, Excel, Outlook, and Intelligent Office.
Qualifications:
- Level 4 Diploma qualified in financial planning.
- High-level knowledge of investment and pension products.
If you are a highly motivated paraplanner with a strong technical background and a desire to contribute to a growing practice, apply now to be part of our supportive and forward-thinking team!
Paraplanner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with other paraplanners and advisers. This can help you gain insights into the role and potentially lead to job referrals.
✨Tip Number 2
Stay updated on the latest financial products and regulatory changes. Subscribe to financial news outlets or join professional bodies that provide resources and training. This knowledge will not only enhance your skills but also demonstrate your commitment to potential employers.
✨Tip Number 3
Consider reaching out directly to the hiring manager or team members at the company. A brief, polite message expressing your interest in the Paraplanner position can make a memorable impression and show your enthusiasm for the role.
✨Tip Number 4
Prepare for potential interviews by practising common paraplanning scenarios and questions. Familiarise yourself with the tools and software mentioned in the job description, such as Intelligent Office, to showcase your technical proficiency during discussions.
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, particularly any roles within an independent financial adviser environment. Emphasise your technical knowledge of investments and pensions advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering high-quality paraplanning services. Mention specific examples of how you've supported advisers in the past and how you can contribute to the team.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in financial planning and any other relevant qualifications. This will demonstrate your commitment to professional development and your understanding of the financial planning process.
Showcase Your Organisational Skills: In your application, provide examples of how you've successfully managed your workload and prioritised tasks in previous roles. This is crucial for a Paraplanner position where meeting deadlines and compliance is key.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and the planning process. Be prepared to discuss specific investment and pension products you've worked with and how they align with client needs.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to analyse client information. Practise articulating how you would approach different client scenarios and the steps you would take to provide tailored solutions.
✨Highlight Your Organisational Skills
Since the role requires managing multiple tasks and prioritising workloads, be ready to share examples of how you've successfully organised your work in previous roles. Discuss any tools or methods you use to stay on top of your responsibilities.
✨Demonstrate Your Commitment to Professional Development
The company values ongoing professional development, so express your enthusiasm for further study and qualifications. Share any relevant courses or certifications you are pursuing or plan to pursue in the future.
