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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, and attractive pension scheme.
- Other info: Opportunity for ongoing self-development and career growth in a supportive environment.
- Why this job: Join a talented team and gain valuable experience in holistic financial planning.
- Qualifications: Diploma in Financial Planning and strong communication skills required.
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.
Requirements:
- 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.
Benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer)
Paraplanner in Norfolk employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning solutions. Be ready to discuss how you can contribute to the team and enhance client experiences. Show them you’re not just a fit for the role, but a perfect match for their ethos!
✨Tip Number 3
Don’t forget to showcase your analytical skills! Bring examples of past work where you’ve developed cash flow models or constructed financial planning solutions. This will help you stand out as someone who can hit the ground running.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our talented team and contributing to our clients’ success.
We think you need these skills to ace Paraplanner in Norfolk
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 experience to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your values align with ours. Keep it concise but engaging, and don’t forget to mention your experience in client relationship building.
Showcase Your Analytical Skills: As a Paraplanner, strong analytical skills are key. In your application, give examples of how you've successfully analysed client needs or developed financial solutions in the past. This will help us see your problem-solving abilities in action!
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’re considered for the role. Plus, it shows us you’re keen to join 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 industry regulations and be ready to discuss how you've applied this knowledge in your previous roles.
✨Showcase Your Skills
Prepare examples that highlight your analytical skills and experience in constructing financial planning solutions. Think about specific cases where you've successfully supported Financial Planners or built strong client relationships, as these will resonate well with the interviewers.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth management and how they support their Paraplanners. This shows your genuine interest in the role and helps you assess if the company aligns with your values.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don’t forget to let your personality shine through. The firm values a great client experience, so demonstrating your communication skills and ability to build rapport will be key during the interview.