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- Tasks: Prepare financial reports, conduct research, and support Advisers with tailored advice.
- Company: Join a forward-thinking financial planning firm focused on client success.
- Benefits: Enjoy life assurance, health plans, hybrid working, and generous holiday options.
- Why this job: Combine your financial expertise with mentoring in a collaborative environment.
- Qualifications: Strong Paraplanning experience and excellent communication skills required.
- Other info: Flexible working arrangements and opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity for an experienced Senior Paraplanner to join a growing and forward-thinking financial planning firm that prides itself on delivering comprehensive, client-focused financial advice. You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills.
Key Responsibilities
- Prepare accurate, timely, and compliant suitability reports and recommendation documents.
- Conduct detailed research and analysis to support the delivery of tailored financial advice.
- Perform complex financial calculations, including CGT and annual allowance assessments.
- Ensure all advice and documentation meet regulatory and compliance standards.
- Collaborate with Advisers to gather necessary information for advice preparation.
- Provide clear and structured instructions to Administrators to ensure smooth case progression.
- Utilise technology and financial planning tools to deliver accurate and efficient solutions.
- Communicate effectively with clients and colleagues to maintain a high standard of service.
As a Senior Paraplanner, you will also:
- Support workflow management to ensure the team meets deadlines and quality standards.
- Review and refine processes, templates, and reports to ensure consistency and efficiency.
- Help identify training needs within the team and assist with mentoring and knowledge sharing.
Requirements
- Strong experience in a Paraplanning role within a financial planning or wealth management environment.
- Excellent technical knowledge of financial planning, including experience with complex and bespoke cases.
- Confident in conducting research, analysis, and financial calculations.
- High attention to detail, strong written communication skills, and a proactive attitude.
- A collaborative mindset with a willingness to support and develop others.
Benefits
- 4x life assurance
- Critical illness cover (2x)
- Employee Assistance Programme
- Health Cash Plan
- 5% employer pension contribution
- Discretionary annual bonus
- 22 days holiday plus bank holidays (option to purchase an additional 5 days)
- Hybrid working
- Open to full-time or part-time working arrangements
Paraplanner in Coventry employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and communication skills. Practice explaining complex financial concepts in simple terms, as this will show your ability to connect with clients and colleagues alike.
✨Tip Number 3
Don’t forget to showcase your mentoring skills! If you’ve helped train or support others in your previous roles, make sure to highlight this experience. It shows you’re not just a team player but also someone who can help elevate the whole team.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our collaborative team. Plus, it gives you a chance to stand out from the crowd and show us why you’d be a great fit for the role.
We think you need these skills to ace Paraplanner in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical expertise in financial planning and any mentoring roles you've had, as we love a collaborative mindset!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Senior Paraplanner role. Share specific examples of your past work that demonstrate your attention to detail and strong communication skills.
Showcase Your Technical Skills: Since this role involves complex financial calculations and compliance standards, be sure to mention any relevant tools or software you’re familiar with. We want to see how you can utilise technology to deliver efficient solutions!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning. Be ready to discuss complex cases and calculations, like CGT and annual allowance assessments. This will show that you’re not just a great communicator but also have the expertise to back it up.
✨Showcase Your Collaboration Skills
Since this role involves working closely with Financial Advisers and other team members, be prepared to share examples of how you've successfully collaborated in the past. Highlight any mentoring experiences too, as they’ll want to see your willingness to support and develop others.
✨Prepare for Compliance Questions
Given the importance of regulatory standards in this role, expect questions about compliance and documentation. Familiarise yourself with the latest regulations and be ready to explain how you ensure all advice meets these standards in your previous roles.
✨Demonstrate Your Attention to Detail
In a Paraplanning role, attention to detail is crucial. Bring along examples of reports or documents you've prepared that required a high level of accuracy. Discuss how you approach quality control and ensure consistency in your work.
