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For Companies At a Glance
- Tasks: Conduct financial analysis and prepare tailored reports for clients' financial goals.
- Company: Established Wealth Management firm with over sixty years of experience.
- Benefits: Competitive salary, hybrid work, private medical insurance, and generous holiday allowance.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Level 4 qualified Paraplanner with at least 4 years of experience.
- Other info: Opportunities for professional development and mentorship within a supportive environment.
My client is a Wealth Management firm located in Stevenage, offering independent financial advice to both private and corporate clients for over sixty years. My client is looking for an experienced and qualified Paraplanner to join their well established team of professionals. The desired candidate must be Level 4 (Diploma) qualified with a minimum of 4 years paraplanning experience in a typical practice setting.
Accountabilities and Responsibilities
- Financial Analysis: You will conduct in-depth analysis of clients' financial situations, including their income, expenses, assets, liabilities, and financial goals. This analysis may involve using financial planning software and tools to create detailed financial plans.
- Report Preparation: You will prepare comprehensive financial planning reports, including investment analysis, retirement planning, risk management, tax planning, and estate planning. These reports should be tailored to meet the specific needs and objectives of each client.
- Client Communication: You will communicate with clients to gather necessary financial information, clarify their financial goals and objectives, and explain the details of their financial plans.
- Research and Due Diligence: You will conduct research on various financial products, investment options, and strategies to support the development of sound financial plans. This may involve evaluating investment opportunities, analysing market trends, and assessing the performance of different asset classes.
- Recommendation Support: You will assist financial planners in developing suitable investment recommendations and strategies based on clients' risk tolerance, time horizon, and financial objectives. This may include asset allocation modelling, investment selection, and portfolio construction.
- Documentation and Record-Keeping: You will maintain accurate records of client interactions, financial plans, recommendations, and other relevant documentation. Ensure that all client files and records are organised and up to date, in compliance with internal policies and regulatory requirements.
- Continuous Professional Development: You will stay abreast of developments in the financial services industry, including changes in regulations, tax laws, investment products, and financial planning strategies. Pursue ongoing education and professional certifications to enhance skills and knowledge.
In addition to working as part of the team and covering the tasks above, my clients Senior Paraplanners will undertake the following duties:
- Report Preparation: You will undertake complex report writing.
- Client Communication: You will serve as a point of contact for clients and may participate in client meetings alongside financial planners.
- Research and Due Diligence: You will conduct analysis and research on more complex financial products, investment options, and strategies to support the development of sound financial plans.
- Training and Mentorship: You will provide guidance and support to paraplanners or other team members, sharing knowledge and best practices related to financial planning processes, software tools, and industry trends.
- Workflow Management: You will coordinate tasks and deadlines effectively to ensure timely completion of client deliverables and administrative responsibilities. Prioritise tasks based on urgency and importance; delegating tasks as appropriate within the team when requested.
Required Knowledge Skills and Experience
- Good communication both verbal and written – essential
- Ability to coach, manage and mentor a team and ensure accurate work within tight deadlines - essential
- Broad knowledge of the financial services sector – desirable
- Ability to work with accuracy and attention to detail – essential
- Fully qualified Paraplanner
- Knowledge of IO, Excel and other research, analysis and data management tools – essential
- Ability to work under pressure to meet deadlines – essential
- A team player – essential
- Be able to roll out new processes to the team - desirable
Benefits
- A competitive salary of up to £47,000 (depending on experience)
- This is a hybrid role, and you will be required to work a minimum of two days per week in the office, you may be required to work full time in the office initially, whilst your initial training is carried out.
- My client operates a 35 hour week.
- On site parking.
- Private Medical Insurance
- Life Insurance (4 x salary)
- 28 days holiday plus bank holidays (increasing with service)
- Discretionary Bonus
- Company Pension
Paraplanner in Stevenage employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Stevenage
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about paraplanning roles. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss how you've tackled complex financial situations in the past. Use real examples to showcase your expertise and problem-solving abilities.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for the latest job openings! We often have exclusive listings that might not be advertised elsewhere. Plus, applying through us can give you a better chance of landing that dream paraplanner position.
We think you need these skills to ace Paraplanner in Stevenage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experience mentioned in the job description. Highlight your Level 4 qualification and any relevant paraplanning experience to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our needs. Be sure to mention your experience with financial analysis and report preparation, as these are key aspects of the role.
Showcase Your Communication Skills: Since good communication is essential, make sure your application is clear and concise. Use professional language but let your personality shine through – we want to see who you are beyond your qualifications!
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 during the process.
How to prepare for a job interview at Service Service
✨Know Your Financial Stuff
Make sure you brush up on your financial analysis skills and the latest trends in the wealth management sector. Be ready to discuss how you've used financial planning software in your previous roles, as this will show your practical experience.
✨Tailor Your Reports
Prepare to talk about your report writing experience. Bring examples of comprehensive financial planning reports you've created, and be ready to explain how you tailored them to meet specific client needs. This will demonstrate your attention to detail and client-focused approach.
✨Communication is Key
Since client communication is a big part of the role, think of examples where you've effectively gathered information from clients or explained complex financial concepts. Practising these scenarios can help you articulate your communication skills during the interview.
✨Show Your Team Spirit
Be prepared to discuss your experience working in a team and how you've mentored or supported others. Highlight any instances where you've coordinated tasks or helped improve processes, as this will showcase your ability to work collaboratively and lead when needed.
