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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 a competitive salary of £40,000 - £50,000.
- 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: Opportunity to manage a diverse portfolio of clients across the UK.
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.
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 Study/exam support up to financial advice Responsibility of managing a national Financial Planning firm's clients across the whole of the UK.
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Senior paraplanner
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and employers. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Stay updated on the latest trends and changes in financial regulations and products. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous learning during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your paraplanning experience. Be ready to explain how you've successfully supported advisers and clients in the past, showcasing your problem-solving skills and attention to detail.
✨Tip Number 4
Familiarise yourself with the company’s values and mission. Tailor your conversations and questions during interviews to reflect your alignment with their goals, showing that you’re genuinely interested in contributing to their success.
We think you need these skills to ace Paraplanner - Senior paraplanner
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 report writing, research, and client communication.
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 financial products and your ability to manage client relationships effectively.
Showcase Technical Knowledge: In your application, demonstrate your technical knowledge of financial products, including pensions, investments, and tax strategies. This will show the employer that you are well-equipped to handle the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, it's crucial to demonstrate your understanding of financial products and services. Be prepared to discuss specific examples of how you've applied your knowledge in previous roles, especially regarding pensions, investments, and tax strategies.
✨Prepare for Report Writing
Since you'll be responsible for preparing in-depth suitability reports, practice articulating your thought process behind financial analyses. Bring samples of your previous work if possible, as this will showcase your strong report-writing skills.
✨Emphasise Client Communication Skills
Highlight your experience in managing client relationships and handling enquiries. Be ready to discuss how you ensure clear and timely communication with clients, as this is a key aspect of the role.
✨Demonstrate Commitment to Continuous Learning
The financial industry is always evolving, so show your enthusiasm for professional development. Discuss any recent courses or certifications you've pursued, and how you stay updated on industry trends and legislative changes.
