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For Companies At a Glance
- Tasks: Support financial advisers with technical guidance and client solutions.
- Company: Join a well-established Financial Planning firm in Norwich with a positive team culture.
- Benefits: Enjoy flexible working hours, 28 days holiday, and a birthday day off.
- Why this job: Be part of a supportive team while progressing your career in finance.
- Qualifications: Minimum two years' experience and Level 4 Diploma PFS required.
- Other info: Opportunities for further training and a discretionary bonus.
The predicted salary is between 28800 - 43200 £ per year.
Role purpose
This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal.
You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others.
The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development.
Relevant Skills and Knowledge
The requisite technical knowledge and qualifications, to meet FCA and company expectations.
Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements.
A high degree of technical product and tax knowledge enabling the most appropriate client solutions.
The ability to be able to multi task and juggle a busy workload.
General Responsibilities
- Keep up to date with relevant product, legislative and technical changes.
- Ensure relevant CPD is maintained and recorded accurately.
- Promoting the profile of the business within the professional and wider community.
- Developing and maintaining internal relationships across the business to meet expected business and income targets.
Key Responsibilities
Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up
Interpreting and analyzing data obtained from Advisers and 3rd parties
Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements
Independently identifying planning needs
Implementing and evidencing clear centralised paraplanning procedures
Proficient use of cash flow modeling software
Coordinating the Paraplan work log and ensuring work is completed within service standards
Communicating with the Advisers regarding their work requests
Maintenance and development of compliant client suitability templates and factual technical collateral
Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client
Coordination of AIS model portfolio solution and follow up with clients and platform providers
Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal
Coordination of ongoing client assessments of suitability and the drawdown review service
Review investment portfolios, performance and asset allocation
Carry out due diligence
Submitting business and managing the case to completion
Effective time and caseload management
Managing, recording and monitoring client reviews
Assisting with the writing of technical communications for mass communications to clients and professionals
Project work, management and coordination
Providing technical training to team members
Arranging training sessions for the team members
Preparation of existing client files for review and managing review requirements to ensure all client files are compliant
Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client
Providing technical support to the Advisers and other team members
Answering technical client queries
Ability to achieve desired outcomes with minimum supervision
Updating the company\’s research file
Accurate system updating on IO
Competent administration through wrap platforms utilized by the company
Benefits
Pension (auto-enrolment)
28days holiday (3 of which are kept aside for the festive period office closure)
4 x Death in Service
Full support for relevant Qualifications
Discretionary bonus
Birthday day off if it falls on a working day
Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm)
Early finish on a Friday (3pm)
Free fruit in the office
Flu vaccination voucher
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Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the back-office system 'Intelligent Office' as well as platforms like Transact and Standard Life. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in or around Norwich. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Stay updated on the latest FCA regulations and compliance procedures. This knowledge is crucial for a Paraplanner role and will show your commitment to maintaining high standards in your work.
✨Tip Number 4
Prepare to discuss your experience in multi-tasking and managing workloads effectively. Be ready to share specific examples of how you've successfully handled busy periods in previous roles, as this is key to thriving in a fast-paced environment.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially your familiarity with back-office systems like Intelligent Office and platforms such as Transact and Standard Life. Use specific examples to demonstrate your skills in technical research and compliance.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your previous experience aligns with the responsibilities outlined in the job description, particularly your ability to work as part of a team and manage a busy workload.
Showcase Your Qualifications: Clearly state your qualifications, including your Level 4 Diploma PFS. If you have plans for further training or progression to Chartered status, mention this to show your commitment to professional development.
Highlight Soft Skills: Since the role requires being a great person to work with and a team player, include examples of your interpersonal skills and teamwork experiences. This will help convey that you are not only technically proficient but also a good cultural fit for the company.
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 financial products and compliance procedures. Be prepared to discuss your experience with back-office systems like Intelligent Office and platforms such as Transact or Standard Life, even if it's not essential.
✨Emphasise Teamwork and Communication Skills
This role requires you to work closely with Advisers and other team members. Highlight your ability to collaborate effectively and communicate clearly, especially when discussing client needs and technical solutions.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle multiple tasks. Think of examples from your past experience where you've successfully managed a busy workload or resolved complex client issues.
✨Demonstrate Commitment to Professional Development
The firm values continuous learning and progression towards Chartered status. Be ready to discuss your plans for further qualifications and how you stay updated with industry changes, showcasing your dedication to personal and professional growth.