At a Glance
- Tasks: Create and recommend financial plans while supporting advisers in delivering exceptional client experiences.
- Company: A thriving Independent Financial Advice Practice with a personable team culture.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Other info: Be part of a dynamic team with over seventy professionals across East Anglia.
- Why this job: Join a dedicated team and make a real difference in clients' financial journeys.
- Qualifications: Experience in paraplanning or strong exposure to financial analysis required.
The predicted salary is between 35000 - 45000 € per year.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia, managing over a billion in funds. They are a sizeable group with over seventy employees but maintain a small and personable collective of likeminded professionals who genuinely care about their clients.
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 write 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.
Paraplanner in Suffolk employer: Service Service Employment Agency Limited
As a leading Independent Financial Advice Practice in East Anglia, our client offers a supportive and collaborative work environment where employees are valued and encouraged to grow. With a focus on professional development and a commitment to delivering exceptional client service, this role as a Paraplanner provides the opportunity to work alongside experienced advisers while contributing to meaningful financial planning solutions. The company culture fosters teamwork and personal connections, making it an excellent place for those seeking a rewarding career in finance.
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in paraplanning. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss CGT assessments, IHT evaluations, and suitability reports. We want you to impress the interviewers with your expertise!
✨Tip Number 3
Showcase your soft skills! Being personable and client-focused is key in this role. During interviews, share examples of how you've delivered excellent client experiences or worked effectively in a team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Paraplanner in Suffolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and qualifications, especially any exposure to paraplanning. We want to see how your skills align with what our client needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to the team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Technical Skills:Since the role involves complex analysis and reporting, make sure to mention any software or tools you’re familiar with. We want to know you can handle CGT assessments and IHT evaluations like a pro!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
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 CGT assessments, IHT evaluations, and the various types of bonds. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully created financial plans or written suitability reports. This will help demonstrate your hands-on experience and how it aligns with what the company is looking for.
✨Understand Their Values
Research the company culture and values. Since they pride themselves on being a personable collective, think about how you can convey your own values and how they align with theirs during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. For instance, ask about their approach to client relationships or how they support their paraplanners in professional development. This will help you stand out as a candidate who is genuinely engaged.
