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.
- Other info: Hybrid working model and opportunities for professional development.
- 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.
The predicted salary is between 36000 - 60000 £ per year.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.
My client is 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 clients existing group of administration support professionals.
The purpose of this role is to work alongside my clients 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.
Knowledge and Experience
Prior experience in a Paraplanning role within Financial Services (3+ years)
Level 4 DipPFS qualified or equivalent 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
Benefits
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 Ipswich employer: Service Service Employment Agency Limited
Join a dynamic and supportive team at our Independent Financial Advice Practice, where we prioritise client care and professional growth. With a strong focus on employee well-being, we offer flexible working arrangements, comprehensive benefits, and opportunities for further qualifications, all within a friendly and collaborative environment in East Anglia. Experience a fulfilling career as a Paraplanner, contributing to meaningful financial solutions while enjoying a healthy work-life balance.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Ipswich
✨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 about their experiences.
✨Tip Number 2
Familiarise yourself with the specific software tools mentioned in the job description. If you can demonstrate proficiency in these tools during your 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 share examples of how you've successfully supported advisers in creating financial plans.
✨Tip Number 4
Research the company culture of the Independent Financial Advice Practice. Understanding their values and client approach will help you tailor your conversation and show that you’re a good fit for their team.
We think you need these skills to ace Paraplanner in Ipswich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant experience in paraplanning and financial services. Emphasise your Level 4 DipPFS qualification and any other certifications that align with the job requirements.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the role and the company. Mention specific skills such as your ability to conduct complex analyses and your experience with technical software, which are crucial for this position.
Showcase Your Communication Skills:In your application, provide examples of how you've effectively communicated complex financial information to clients or colleagues. This will demonstrate your strong communication skills, which are essential for the role.
Highlight Your Organisational Skills:Discuss your experience managing multiple tasks and priorities in a fast-paced environment. Provide examples of how you have maintained compliance and attention to detail in your previous roles, as these are key aspects of the job.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of complex financial concepts. Brush up on topics like CGT assessments, IHT evaluations, and the specifics of various investment vehicles. Be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Communication Skills
Excellent communication is key in this role. Prepare to explain complex financial information clearly and concisely. You might be asked to provide examples of how you've communicated with clients or colleagues in the past, so think of specific instances where you excelled.
✨Demonstrate Organisational Skills
The ability to manage multiple tasks and priorities is crucial. Be prepared to discuss how you stay organised, especially under pressure. You could mention tools or methods you use to keep track of client requests and ensure compliance with regulations.
✨Emphasise Team Collaboration
This role involves working closely with advisers and other professionals. Highlight your experience in collaborative environments and how you've built strong relationships with colleagues. Share examples of successful teamwork that led to positive outcomes for clients.
