At a Glance
- Tasks: Write technical suitability reports and conduct market research for clients.
- Company: Established firm of Chartered Financial planning professionals with a strong reputation.
- Benefits: Exam sponsorship, generous holiday allowance, and hybrid working options.
- Other info: Opportunity for professional development and a supportive work environment.
- Why this job: Join a respected team and grow your career in financial planning.
- Qualifications: Experience in paraplanning or a willingness to learn; all levels considered.
The predicted salary is between 30000 - 40000 £ per year.
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for almost two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business.
Core Duties
- You will write suitability reports for clients of the firm's IFAs. These reports are often of a technical nature.
- You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems.
- You will be expected to competently use my clients CRM system to ensure clients records are kept accurately.
- You will be expected to complete administrative duties as and when required – e.g. application Forms, illustrations, covering letters and sign up packs etc.
- You will carry out file reviews.
- You will carry out platform work – wizards, setting clients up and arranging payments and switches where there are tax implications involved.
- You will ensure clients are correctly invested every time.
- You will adhere to consumer duty principles and the delivery of correct client outcomes.
- You will carry out client contact – when required.
- You will assist with IC project work.
- You will carry out adhoc Project work – when required.
BENEFITS
- Group DIS x 4
- Exam Sponsorship (aim to pass 2 exams per year)
- Group income protection (After 2 years)
- Pensions scheme 5 & 5%
- 23 days holiday (max 30 days holidays with length of service) between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave.
- WFH/hybrid working post probation dependent on experience and location.
Paraplanner (Pensions Management) in Colchester employer: Service Service Employment Agency Limited
Join a well-respected and established firm of Chartered Financial planning professionals, where your contributions as a Paraplanner will be valued in a supportive and collaborative work culture. With a commitment to employee growth through exam sponsorship and flexible working arrangements, you will thrive in an environment that prioritises both professional development and work-life balance. Located in the vibrant regions of London, East Anglia, and the South East, this is an excellent opportunity for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Colchester
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We think you need these skills to ace Paraplanner (Pensions Management) in Colchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Service Service Employment Agency Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Service Service Employment Agency Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Service Service Employment Agency Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Service Service Employment Agency Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Service Service Employment Agency Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
