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- Tasks: Create and recommend financial plans while providing exceptional client support.
- Company: A leading Independent Financial Advice Practice with a personable team culture.
- Benefits: Flexible working, wellness support, professional development, and generous holiday allowance.
- Other info: Enjoy hybrid working and excellent career growth opportunities.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years in Paraplanning, Level 4 DipPFS qualified or equivalent.
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 remain a small and personable collective of likeminded professionals who 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 & 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.
- 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 the 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 high-quality output.
- Excellent customer service skills.
- Experience working with Microsoft Word, Excel, and Outlook.
- Knowledge of industry-specific software systems.
- 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
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Ipswich
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join 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 chat with potential employers, make sure to highlight your experience and qualifications. Talk about specific projects you've worked on, especially those involving complex analysis or client interactions. We want them to see how you can add value to their team!
✨Prepare for Interviews
Do your homework before any interview. Understand the company’s values, their approach to client service, and the specifics of the Paraplanner role. We recommend practising common interview questions and preparing some thoughtful questions to ask them too!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged in the process. Let’s get you that Paraplanner role!
We think you need these skills to ace Paraplanner in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Technical Skills: Since this role involves using specific software for analysis and reporting, make sure to mention your experience with these tools. We love seeing candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. 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 technical knowledge related to paraplanning. Familiarise yourself with key concepts like CGT assessments, IHT evaluations, and the various investment vehicles mentioned in the job description. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in paraplanning. Think about times when you successfully created financial plans or handled complex analyses. This will help demonstrate your capability and fit for the position.
✨Communication is Key
Since this role involves working closely with advisers and clients, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your communication skills and ensure you can convey your ideas effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the software they use, or how they measure success in the paraplanning role. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.