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- Tasks: Support Financial Advisers with research, analysis, and report writing for tailored financial advice.
- Company: Award-winning private Financial Planning business in York.
- Benefits: Competitive salary, hybrid working, health cover, and 25 days holiday.
- Other info: Dynamic environment with opportunities for professional growth.
- Why this job: Join a thriving team and progress your career in financial planning.
- Qualifications: Experience in financial planning and strong analytical skills required.
An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career.
Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism.
Duties of the Paraplanner role:
- Client Acquisition
- Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database.
- Maintain accurate and up-to-date client records within the CRM and contribute to process improvements.
- Submit and track applications with providers, ensuring timely follow-up.
- Ensure client documentation and forms remain current and compliant.
- Attend client meetings to provide technical and administrative support as required.
- Prepare performance data and supporting materials for client review meetings, including meeting check sheets.
- Record and action agreed follow-ups from client reviews, including portfolio risk profile updates.
- Support account changes and set-up for existing clients as needed.
- Assist with client queries, including guidance on the Investor Portal.
- Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes.
Skills and experience required for the Paraplanner role:
- Experience and Knowledge
- Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience.
- Familiarity with FCA regulations, compliance requirements, and suitability reporting.
- Experience liaising with clients, advisers, and management to gather information and support the advice process.
- Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude.
- Experience in producing client reports, cashflow modelling, and product research (desirable).
- Strong analytical and problem-solving skills with the ability to interpret complex financial information.
- Excellent organisational skills with a keen eye for accuracy and attention to detail.
- Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines.
- High standard of written, numerical, and verbal communication skills, able to explain technical information clearly.
- Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers.
Salary and Benefits for the Paraplanner role:
- £42,000 - £50,000 based on experience
- Annual bonus based on company performance
- Hybrid flexible working structure (1 day per week at home)
- Health cover
- 5% pension contribution
- 25 days holiday (inc. bank holidays)
- 35 hour week
Please apply online or call Mary for more information.
Paraplanner in York employer: RecruitAbility Ltd
Contact Detail:
RecruitAbility Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a paraplanner role!
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best work, like reports or analyses you've done. This will help you stand out during interviews and give potential employers a taste of what you can bring to their team.
✨Tip Number 3
Practice makes perfect! Get comfortable with common interview questions for paraplanners. Think about how you can demonstrate your understanding of FCA regulations and your analytical skills. We can help you with mock interviews if you need it!
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to apply directly. Don’t forget to follow up after you apply; it shows your enthusiasm!
We think you need these skills to ace Paraplanner in York
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and any relevant skills that match the job description. We want to see how you can contribute to our thriving business!
Show Off Your Skills: Don’t hold back on showcasing your analytical and problem-solving skills. Mention specific examples where you've interpreted complex financial information or produced client reports. This is your chance to shine, so let us know what you can do!
Be Professional and Clear: When writing your application, keep it professional but also clear and concise. Use straightforward language to explain your experience and qualifications. Remember, we value clarity just as much as technical expertise!
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 the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at RecruitAbility Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning principles and products. Be ready to discuss your previous paraplanning experience and how it relates to the role. This will show that you’re not just familiar with the basics, but you can also apply your knowledge effectively.
✨Master the Compliance Game
Familiarise yourself with FCA regulations and compliance requirements. Prepare examples of how you've ensured compliance in past roles. This will demonstrate your attention to detail and understanding of the importance of regulatory standards in financial advice.
✨Show Off Your Tech Skills
Be prepared to talk about your experience with financial planning tools and CRM systems. If you’ve used specific software, mention it! Highlighting your technical aptitude will reassure them that you can hit the ground running.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. During the interview, focus on your communication skills, both verbal and written. Being able to convey information clearly is crucial for a Paraplanner, so make sure you showcase this ability.