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- Tasks: Support Financial Planners with research, report writing, and client interactions.
- Company: Join a leading employer in wealth management with a strong team culture.
- Benefits: Enjoy 25 days holiday, company pension, health cash plan, and annual bonuses.
- Why this job: Kickstart your career in financial planning with growth opportunities and mentorship.
- Qualifications: Level four qualified or working towards it, with some experience in Paraplanning.
- Other info: Dynamic environment with regular social events and a focus on personal development.
The predicted salary is between 36000 - 60000 £ per year.
My client is looking for an experienced Paraplanner (or suitable administration professional with a desire to move into Paraplanning) to join their established Financial Planning support team; this is an excellent opportunity to join a well established team of wealth management and retirement provision professionals. My client is ideally looking for a candidate who is level four qualified with two plus years of exposure to Paraplanning, however my client is open to considering someone who has passed four of the six CII exams with some exposure to report writing.
This role has arisen through an internal promotion of one of my client existing Paraplanners into an advice position which should serve as inspiration to anyone applying for this role who has aspirations to become a Financial Planner. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
Role purpose
This role involves providing vital support to my clients team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may on occasion be expected to act as the technical interface between the consultants and the clients, which is valuable exposure in your career progression.
Responsibilities
- Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients
- Developing and maintaining a good working relationship with financial institutions
- Maintaining and developing knowledge in all areas of financial planning
- Attending client meetings
- Achieving personal targets set by department
- Maintaining a good working relationship with existing clients
- Research - products, investment solutions and financial planning strategies
- Report writing - production of compliant reports/suitability letters
- Develop client bank for both existing and new clients (if applicable)
- Ensure all business is conducted in an ethical and compliant manner
Skills required
- Research & reporting skills
- Co-ordination skills
- Financial planning technical skills
- Organisation and prioritisation skills
- Communication skills
- Time Management skills
- Interpersonal skills
Qualifications and experience
- Financial Planning Certificate Diploma required (or working towards)
- Minimum of 3 years experience in similar environment (desirable)
Benefits
- Company pension
- 25 days holiday
- Death in Service 3 x Salary
- Health Cash plan
- Annual pay review
- Annual group bonus
- Regular work social events
Technical Planner / Paraplanner in Costessey employer: Service Service Employment Agency Limited
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Planner / Paraplanner in Costessey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report writing skills. Be ready to discuss your experience with financial products and strategies, as well as how you can support Financial Planners effectively. Confidence is key!
✨Tip Number 3
Showcase your passion for financial planning during interviews. Talk about your aspirations to grow into a Financial Planner role and how you can contribute to the team’s success. Employers love candidates who are eager to learn and develop!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are ready to make an impact in the financial planning sector.
We think you need these skills to ace Technical Planner / Paraplanner in Costessey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Planner/Paraplanner role. Highlight your relevant experience, especially any exposure to report writing and financial planning. We want to see how your skills align with what our client is 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 your background makes you a great fit. Don’t forget to mention any aspirations you have to grow into a Financial Planner role – we love ambition!
Showcase Your Skills: In your application, be sure to showcase your research and reporting skills. Mention specific tools or methods you've used in the past that relate to financial planning. This will help us see how you can contribute to our client's team right away.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re serious about joining our fantastic team!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around products and investment strategies. Familiarise yourself with the latest trends in the industry and be ready to discuss how they relate to the role of a Paraplanner.
✨Showcase Your Skills
Prepare examples that highlight your research and report writing skills. Think about specific instances where you've successfully supported Financial Planners or tackled compliance requirements, as these will resonate well with the interviewers.
✨Build Rapport
Since this role involves client interaction, practice your communication and interpersonal skills. Be friendly and approachable during the interview; showing that you can build relationships is key to success in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and their team dynamics. This not only shows your interest but also gives you a chance to assess if the company aligns with your career aspirations.