At a Glance
- Tasks: Create and recommend financial plans while providing exceptional client support.
- Company: A leading Independent Financial Advice Practice with a caring team culture.
- Benefits: Flexible working, wellness support, professional development, and generous holiday allowance.
- Other info: Hybrid working model with excellent career growth opportunities.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years in Paraplanning, Level 4 DipPFS qualified or similar.
The predicted salary is between 40000 - 50000 £ per year.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion funds under management. They are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my client's existing group of administration support professionals. The purpose of this role is to work alongside my client's advisers to create and recommend financial plans that meet clients' needs.
Key Responsibilities- Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
- Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
- Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS.
- Use technical software to complete comparisons and detailed analysis of client’s contracts including reviewing the specific contract benefits and the effects should changes be made.
- Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
- Ensure back office system is maintained detailing all ongoing actions and workflow.
- Prior experience in a Paraplanning role within Financial Services (3+ years).
- Level 4 DipPFS qualified or similar with a desire to achieve chartered status.
- Understanding of advice process.
- Exceptional organisational skills, able to work well under pressure and adapt to changing priorities.
- Excellent communication skills, both written and verbally.
- Ability to work collaboratively with colleagues and build strong relationships.
- A strong work ethic and a flexible attitude.
- Self-motivation, resilience and a clear focus on attention to detail and a high quality output.
- Excellent customer service skills.
- Experience working with Microsoft Word, Excel and Outlook.
- Knowledge of industry specific software systems.
- Life cover 4 x salary.
- Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).
- Wellness platform with 24/7 GP access.
- Shopping discounts platform.
- Support to obtain professional qualifications with study leave and financial support with exam material.
- Enhanced maternity and paternity leave.
- Health Care Cash Plan.
- Enhanced employer pension contributions.
- Hybrid working (3 days in the office, 2 days from home, post probation).
- 9-5 - Mon-Fri.
- 25 days holiday plus bank holidays.
- Free Parking.
Paraplanner in Great Bentley employer: Service Service Employment Agency Limited
Join a dynamic and supportive team at a leading Independent Financial Advice Practice in East Anglia, where your contributions as a Paraplanner will be valued and recognised. With a strong focus on employee growth, we offer comprehensive benefits including flexible working arrangements, professional development support, and a wellness platform to ensure a healthy work-life balance. Experience a collaborative culture that prioritises client satisfaction while providing you with the opportunity to thrive in your career.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Great Bentley
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to current paraplanners or advisers. Building relationships can lead to job opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience. Talk about specific software you’ve used and how you’ve tackled complex analyses. We want to see how you can add value to our team!
✨Prepare for Interviews
Do your homework on the company and its culture before the interview. Be ready to discuss how your experience aligns with their needs, especially around client service and compliance. We love candidates who show they care about our clients just as much as we do!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our friendly team of professionals.
We think you need these skills to ace Paraplanner in Great Bentley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience in financial services and any qualifications you have, especially if you're Level 4 DipPFS qualified. 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 contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Technical Skills:Since the role involves using technical software for analysis and reporting, make sure to mention your experience with these tools. If you've worked with Microsoft Word, Excel, or any industry-specific software, give us the details – we want to know what you can bring to the table!
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and the specific responsibilities mentioned in the job description. Familiarise yourself with terms like CGT, IHT, and the various investment types. This will show that you're not just qualified but genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning roles in detail. Highlight specific projects or tasks where you’ve successfully created financial plans or conducted complex analyses. Use examples that demonstrate your organisational skills and ability to work under pressure.
✨Communication is Key
Since this role involves working closely with advisers and clients, practice articulating your thoughts clearly. Be ready to explain complex financial concepts in a way that’s easy to understand. Good communication can set you apart from other candidates.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and how they support professional development. This shows that you’re not only interested in the role but also in how you can grow within the company. It’s a great way to demonstrate your enthusiasm!
