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- Tasks: Prepare financial plans and reports, assist in client meetings, and improve paraplanning processes.
- Company: Join a dynamic team focused on delivering top-notch financial planning services.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional development.
- Why this job: Make a real impact in clients' lives while growing your skills in a supportive environment.
- Qualifications: Diploma Level Four qualification or nearing completion; strong understanding of financial planning required.
- Other info: Ideal for driven individuals looking to advance towards Chartered or Certified financial planner status.
The predicted salary is between 32000 - 38000 £ per year.
Job Description
Paraplanner
York
c. £38,000 – £45,000, plus bonus and benefits
Duties and responsibilities include:
- Prepare Financial Plans, Suitability Reports and Letters.
- Cash flow modelling and forecasting.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
- Assist with client meetings when required, including note taking and follow up any actions as required.
- Manage your own workflows and tasks.
- Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements:
- You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
- Good understanding of the financial planning process and associated compliance aspects.
- Driven and focused with the ability to complete tasks under pressure on time and right first time.
- Experience of report writing and conducting investment and product market research.
- Technically proficient across all areas of financial planning, especially pensions.
- Ability to use technical financial planning tools, financial modelling and back office software.
How to apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on
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Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software. Being technically proficient is crucial for a Paraplanner role, so make sure you can demonstrate your skills in using these tools during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience with cash flow modelling and report writing. Be ready to share specific examples of how you've successfully completed these tasks in previous roles, as this will showcase your capability to handle the responsibilities of a Paraplanner.
✨Tip Number 4
Stay updated on compliance regulations and financial products. Understanding the current landscape will not only help you in your role but also impress potential employers like us at StudySmarter when you demonstrate your knowledge during conversations.
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 in financial planning, report writing, and any technical skills related to paraplanning. Use keywords from the job description to demonstrate your fit for the role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities and requirements listed in the job description. Explain how your qualifications and experiences align with the role of a Paraplanner.
Showcase Your Qualifications: Clearly mention your Diploma Level Four qualification and any progress towards Chartered or Certified financial planner status. This will show your commitment to professional development in the financial planning field.
Highlight Process Improvement Experience: If you have experience in reviewing and enhancing processes, make sure to include specific examples in your application. This will demonstrate your ability to contribute to the efficiency of the paraplanning team.
How to prepare for a job interview at Reward Recruitment
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial planning processes and compliance. Be prepared to discuss specific tools and software you’ve used, and how they’ve helped you in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage workflows under pressure. Think of examples from your past experiences where you successfully handled tight deadlines or complex tasks.
✨Highlight Your Report Writing Skills
Since report writing is a key responsibility, be ready to discuss your experience in this area. Bring examples of reports you've written, and explain how you ensure accuracy and clarity in your documentation.
✨Demonstrate Your Client Interaction Experience
Client meetings are part of the role, so share your experiences in this area. Talk about how you’ve taken notes, followed up on actions, and contributed to client satisfaction in previous positions.
