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- Tasks: Support Financial Planners by analysing client needs and creating tailored financial solutions.
- Company: Reputable wealth management firm with a strong team and loyal client base.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous annual leave.
- Other info: Enjoy flexible benefits and excellent career development opportunities.
- Why this job: Join a talented team and gain valuable experience in holistic financial planning.
- Qualifications: Diploma in Financial Planning and four years of industry experience preferred.
The predicted salary is between 40000 - 50000 £ per year.
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values.
The role involves providing a more holistic financial planning solution, with access to a hub of knowledge built up by the firms Partners who have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.
Responsibilities:- Full analysis of clients requirements, development of cash flow models and accurate recording of client data.
- Construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports.
- Preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process.
- Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
- Client Relationship Building – servicing client day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations.
- Coordination – working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process.
- Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan.
- Chartered Financial Planner status preferable or willingness to work towards.
- A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes.
- Four years industry experience preferable.
- Excellent administrative, research, report writing and communication skills.
- Excellent analytical skills with a preference for working in a structured, planned manner.
- Ongoing self-development to maintain appropriate level of CPD for role.
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from!
Paraplanner in England employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or colleagues, make sure to highlight your skills and experience. Prepare a few examples of how you've tackled challenges in the past, especially those related to financial planning. We want to see you shine!
✨Practice Makes Perfect
Before any interviews, practice your responses to common questions. We recommend doing mock interviews with friends or family to build your confidence. The more prepared you are, the better you'll perform when it counts!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your financial planning qualifications and any relevant industry experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your values align with ours. Keep it concise but engaging, and let your personality come through.
Showcase Your Analytical Skills: As a Paraplanner, analytical skills are key. In your application, give examples of how you've successfully analysed client needs or developed financial solutions in the past. We want to see your problem-solving prowess!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Service Service
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cash flow models and compliance. Familiarise yourself with the latest regulations and be ready to discuss how you've applied your skills in previous roles.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate complex information clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past, whether through reports, presentations, or meetings.
✨Demonstrate Teamwork
This role involves working closely with Financial Planners and other professionals. Be ready to share experiences where you've collaborated successfully, highlighting your ability to coordinate and support team efforts.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management and client relationships. This shows your genuine interest in their ethos and values, and helps you assess if it's the right fit for you.