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- Tasks: Support financial advisers by preparing tailored financial planning documents and managing client communications.
- Company: Join a leading UK Wealth Management Firm with a strong reputation in financial services recruitment.
- Benefits: Enjoy hybrid working, study support, and the chance to manage a diverse portfolio of clients.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact on clients' financial futures.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning and strong report-writing skills.
- Other info: This role offers continuous learning opportunities and a commitment to a long-term career in paraplanning.
The predicted salary is between 34000 - 42000 £ per year.
We are seeking an experienced Senior Paraplanner to join our team and play a pivotal role in supporting our financial advisers by delivering high-quality financial planning services to clients nationwide. You will take ownership of paraplanning responsibilities for a wide portfolio of clients across the UK, supporting advisers in the preparation and implementation of financial advice, ensuring all recommendations are compliant, clear, and tailored to client needs.
- Prepare in-depth suitability reports, financial analyses, and tailored recommendations.
- Liaise with advisers to ensure the delivery of accurate, timely, and client-focused financial planning documentation.
- Communicate with investment and insurance providers to obtain relevant client information.
- Review and audit client files for quality and regulatory adherence.
Client Communication & Support:
- Act as a key contact for clients, managing general enquiries, and updating them on progress with investments, switches, and transfers.
Data Management:
- Maintain accurate, confidential, and well-organised client files and financial records.
- Ensure data integrity and privacy at all times.
Technical Knowledge:
- Demonstrate a strong understanding of financial products and services, including pensions, investments, protection, estate planning, and tax strategies.
Continuous Learning:
- Engage in professional development, keeping abreast of industry trends, legislative changes, and best practices to maintain technical excellence.
Qualifications:
- Level 4 Diploma in Regulated Financial Planning (minimum).
- Strong report-writing and research skills.
- Proficient in Microsoft Word and Excel.
- A genuine commitment to a long-term paraplanning career.
Hybrid home/office working with study/exam support up to financial advice.
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions)
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as paraplanners or financial advisers. Attend industry events, webinars, and local meetups to build connections that could lead to job opportunities.
✨Tip Number 2
Stay updated on the latest trends and changes in financial regulations and products, particularly in pensions and investments. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous learning during interviews.
✨Tip Number 3
Consider reaching out directly to financial firms that interest you, even if they don't have current openings. Express your enthusiasm for their work and inquire about potential future opportunities; this proactive approach can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by practising common paraplanning scenarios and questions. Be ready to discuss how you would handle specific client situations, as well as your approach to compliance and quality assurance in financial documentation.
We think you need these skills to ace Paraplanner (Pensions)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and financial services. Emphasise your Level 4 Diploma in Regulated Financial Planning and any specific skills related to pensions, investments, and report writing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for paraplanning and your commitment to delivering high-quality financial planning services. Mention your understanding of compliance and client-focused documentation, as well as your ability to manage client communications effectively.
Showcase Technical Knowledge: In your application, demonstrate your technical knowledge of financial products and services. Provide examples of how you've applied this knowledge in previous roles, particularly in relation to pensions and investment strategies.
Highlight Continuous Learning: Mention any professional development activities you’ve engaged in, such as courses or certifications related to financial planning. This shows your commitment to staying updated with industry trends and best practices, which is crucial for the role.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial products and services, especially pensions and investments. Be prepared to discuss how these products can be tailored to meet client needs during the interview.
✨Demonstrate Strong Report-Writing Skills
Since you'll be preparing in-depth suitability reports, practice articulating your thoughts clearly and concisely. Bring examples of your previous work if possible, as this will showcase your ability to produce high-quality documentation.
✨Prepare for Client Communication Scenarios
Expect questions about how you would handle client enquiries and manage communications. Think of examples from your past experience where you successfully managed client relationships and resolved issues.
✨Emphasise Continuous Learning
Highlight your commitment to professional development and staying updated with industry trends. Discuss any recent courses or certifications you've pursued, as this shows your dedication to maintaining technical excellence.
