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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 in Knutsford, dedicated to high-quality service.
- Benefits: Enjoy 25 days holiday, flexible hours, and support for professional development.
- Why this job: Be part of a supportive team that values your growth and offers a dynamic work environment.
- Qualifications: Must have 2 years' paraplanning experience and a Level 4 Diploma in financial planning.
- Other info: Work in a business park with free parking and a focus on career happiness.
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!
Locations
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 online forums where you can 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 trends and regulations in financial planning. Subscribe to relevant newsletters or follow industry leaders on social media. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Consider reaching out directly to the hiring manager or team at the company. A brief, professional 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. Think about how you would handle specific client situations or produce suitability reports. This will help you articulate your thought process and problem-solving skills 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, especially your understanding of the financial planning process and your ability to produce professional reports. Use keywords from the job description to catch the employer's attention.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for paraplanning and your technical background. Mention specific experiences that demonstrate your skills in analysing client information and providing tailored solutions.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in financial planning and any other relevant qualifications. This will show that you meet the educational requirements for the role and are committed to your professional development.
Showcase Your Soft Skills: In your application, emphasise your strong organisational skills and ability to work independently. Provide examples of how you've successfully managed workloads and prioritised tasks in previous roles.
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 tailor solutions. Practice articulating how you would handle various client scenarios, including how you would consolidate their needs into actionable plans.
✨Highlight Your Organisational Skills
Since the role requires managing multiple tasks and deadlines, be ready to share examples of how you've successfully prioritised your workload in previous positions. This will show your potential employer that you can work independently and efficiently.
✨Demonstrate Your Commitment to Professional Development
Discuss any further studies or qualifications you are pursuing or plan to pursue. This shows your dedication to advancing within the financial planning field and aligns with the company's support for professional development.
