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For Companies At a Glance
- Tasks: Join a team to create tailored financial plans and support clients effectively.
- Company: A leading Independent Financial Advice Practice with a personal touch and over a billion in funds managed.
- Benefits: Enjoy flexible working, wellness support, shopping discounts, and enhanced leave options.
- Why this job: Be part of a caring team that values client relationships and professional growth.
- Qualifications: 3+ years in Paraplanning, Level 4 DipPFS qualified, with strong communication and organisational skills.
- Other info: Hybrid working model and opportunities for professional development.
The predicted salary is between 36000 - 60000 £ 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 all most 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.
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Paraplanner 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 Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software tools mentioned in the job description. If you can demonstrate proficiency in these tools during an interview, it will show that you're ready to hit the ground running.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly any complex analysis you've conducted. Be ready to provide examples of how you've successfully supported advisers in creating financial plans.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage multiple tasks and priorities. Highlight any systems or methods you use to ensure compliance and maintain accurate records, as this is crucial for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Paraplanner position. Tailor your application to highlight relevant experience and skills that align with the job description.
Craft a Strong CV: Your CV should clearly outline your experience in paraplanning and financial services. Emphasise your qualifications, such as the Level 4 DipPFS, and any relevant software skills. Use bullet points for clarity and ensure it is well-structured.
Write a Compelling Cover Letter: In your cover letter, express your passion for the role and the financial services industry. Mention specific examples of how you've successfully handled complex client analyses or written suitability reports in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of complex financial concepts. Be prepared to discuss specific examples of your experience with CGT assessments, IHT evaluations, and suitability reports. This will show that you have the expertise required for the role.
✨Highlight Your Organisational Skills
Given the nature of the role, it's crucial to convey your exceptional organisational skills. Share examples of how you've managed multiple tasks under pressure and adapted to changing priorities in previous positions. This will reassure the interviewers of your ability to handle their workload.
✨Emphasise Communication Abilities
Strong communication skills are vital in this role. Prepare to discuss how you've effectively communicated complex information to clients or colleagues in the past. This will illustrate your capability to build strong relationships and provide excellent customer service.
✨Demonstrate a Commitment to Professional Development
Since the company supports obtaining professional qualifications, express your desire to achieve chartered status and any steps you've taken towards this goal. This shows your commitment to growth and aligns with the company's values of supporting their employees' development.
