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- Tasks: Support Financial Advisers with estate planning, investment recommendations, and pension analysis.
- Company: Well-regarded financial services organisation in Birmingham.
- Benefits: Annual bonus, 28 days leave, flexible working, and a company pension scheme.
- Other info: Opportunity for career progression and a great work-life balance.
- Why this job: Join a dynamic team and develop your skills in a key role with real impact.
- Qualifications: Experience in Paraplanning and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
We are working exclusively with a well-regarded financial services organisation, who are currently looking to appoint an experienced Paraplanner to join their adviser support team. This is a key role where you'll add real value day to day, supporting Financial Advisers with in depth technical input across estate planning, investment recommendations, pension analysis and switching as well as retirement strategies. This is a great opportunity for someone who is looking for career progression or looking to develop their skills within Paraplanning.
Location: Birmingham - Twice a Week Onsite
What you'll be doing:
- Preparing case documentation, carrying out research and analysis with a focus on Estate Planning - completing relevant calculations and producing suitability reports. These reports must meet both internal and external compliance standards, whilst reflecting on advice provided and client circumstances.
- Prepare application forms and product information packs as required.
- Update point of sale systems with relevant data, notes and information gathered either directly or via consultants.
- Support the delivery of a web based, telephone and email helpdesk for complex cases.
- Provide technical support and guidance to field based staff in relation to Estate Planning advice, investment replacement and pension switching.
Key Skills and Experience:
- Technical proficiency in more complex advice areas such as estate planning.
- Understanding of pension products.
- Knowledge of annual allowance and lifetime allowance.
- Experience in writing suitability reports.
- Excellent communications.
- Previous experience within Paraplanning.
Benefits:
- Annual bonus to recognise your contribution.
- 28 Days Annual Leave (plus a culture day) - rising to 30 days with service.
- Flexible hybrid working for better work-life balance.
- Company pension scheme.
- Free secure underground parking.
- Salary sacrifice schemes.
Paraplanner employer: Sanderson
Contact Detail:
Sanderson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work as Paraplanners or Financial Advisers. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, make sure to highlight your technical proficiency in estate planning and pension products. We want them to see how you can add real value to their team!
✨Tip Number 3
Prepare for the interview like it’s the big game! Research the company and its values, and think about how your experience aligns with their needs. Practise answering common Paraplanning questions so you can showcase your expertise confidently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that Paraplanner role!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in estate planning, pension analysis, and suitability reports. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about Paraplanning and how you can add value to our adviser support team. Keep it concise but impactful!
Showcase Your Technical Skills: Since this role requires technical proficiency, don’t shy away from showcasing your knowledge of pension products and compliance standards. We love seeing candidates who are confident in their expertise!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Sanderson
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around estate planning, pension products, and suitability reports. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your skills in preparing case documentation and conducting research. This will help demonstrate your hands-on experience and how it aligns with what the company is looking for.
✨Ask Smart Questions
Come prepared with insightful questions about the company's approach to financial advising and their expectations for the Paraplanner role. This shows your genuine interest and helps you assess if it's the right fit for you.
✨Practice Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing complex topics.