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- Tasks: Support financial advisers by analysing client data and developing tailored financial solutions.
- Company: Professional financial planning firm focused on client satisfaction.
- Benefits: Competitive salary, hybrid working, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a Paraplanner.
- Other info: Opportunity for career growth and a £250 referral bonus for successful candidates.
The predicted salary is between 30000 - 40000 £ per year.
We are recruiting for an experienced Paraplanner to join a professional and client-focused financial planning firm. Reporting to the Office Manager, the Paraplanner will play a key role in delivering a first-class support service to both Advisers and clients. This role requires a proactive individual who can coordinate their workload effectively, provide high-quality paraplanning and administrative support, and contribute positively to the wider business. You will work closely with Advisers to ensure advice is robust, compliant, and aligned to client objectives.
Key Responsibilities
- Analyse client data and use research tools to develop appropriate financial planning solutions.
- Research whole-of-market products and maintain accurate supporting research records.
- Interpret information gathered by Advisers during client meetings.
- Obtain outstanding information required to progress advice or applications.
- Prepare quotes and illustrations using available tools.
- Construct suitability letters in line with compliance requirements.
- Process new business applications efficiently and accurately.
- Ensure all work is completed in accordance with internal compliance procedures and regulatory requirements.
- Maintain provider online access and monitor system usage.
- Maintain awareness of retainer client service levels.
- Keep up to date with product, legislative, and technical changes.
- Maintain an accurate Training & Competence (T&C) record.
Candidate Criteria
- Level 4 Diploma in Financial Planning (or equivalent).
- Proven experience working in a Paraplanner role.
- Strong understanding of FCA regulations and compliance requirements.
- Excellent organisational and administrative skills.
- High attention to detail with strong analytical ability.
- Professional business manner with a strong client service focus.
Paraplanner in Huntingdon employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Huntingdon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and compliance requirements. We want you to shine when discussing how you can contribute to a first-class support service for Advisers and clients.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss specific examples of how you've used research tools to develop financial planning solutions. This will demonstrate your proactive approach and attention to detail.
✨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 are genuinely interested in joining our team.
We think you need these skills to ace Paraplanner in Huntingdon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your Level 4 Diploma. 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 the perfect fit for our team. Mention specific experiences that demonstrate your understanding of FCA regulations and compliance requirements.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, include examples of how you've maintained accuracy in your work, whether it's processing applications or preparing suitability letters. We love candidates who take pride in their work!
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. Plus, we’re excited to see your application come through!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and compliance requirements. Being able to discuss these confidently will show that you're not just familiar with the role, but that you truly understand the industry.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical abilities in previous roles. Whether it's analysing client data or developing financial planning solutions, having specific instances ready will demonstrate your capability as a Paraplanner.
✨Be Organised
Since this role requires excellent organisational skills, consider bringing a portfolio or a well-structured document that outlines your past experiences and achievements. This will help you present your qualifications clearly and effectively during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and compliance. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your professional values.
