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- Tasks: Support Financial Advisers by conducting research and preparing detailed financial reports.
- Company: Join a dynamic financial advisory firm focused on delivering top-notch client service.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real difference in clients' financial lives while growing your expertise.
- Qualifications: Experience in financial planning and strong analytical skills required.
- Other info: Opportunity to work closely with experienced advisers and enhance your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards.
This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment.
Key Responsibilities- Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions.
- Prepare comprehensive and compliant suitability reports and financial planning recommendations.
- Analyse client financial information including assets, liabilities, income and expenditure.
- Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles.
- Carry out technical calculations and product comparisons to support advice recommendations.
- Ensure all client documentation and files meet regulatory and compliance standards.
- Liaise with product providers, investment platforms and other third parties as required.
- Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently.
- Maintain up-to-date knowledge of financial planning regulations, products and market developments.
- Previous experience in a Paraplanner or Technical Financial Planning role.
- Strong knowledge of pensions, investments, tax planning and financial planning strategies.
- Experience preparing suitability reports and conducting technical research.
- Excellent analytical and problem-solving skills with strong attention to detail.
- Strong written communication skills with the ability to produce clear and accurate reports.
- Ability to manage multiple cases and work to deadlines.
- Diploma in Financial Planning (CII Level 4) or working towards completion.
- Financial services experience within an IFA or wealth management environment.
Paraplannner employer: Shero Talent Consultancy
Contact Detail:
Shero Talent Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplannner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work as advisers or in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best suitability reports and research projects. When you get the chance to meet potential employers, having tangible examples of your work can really set you apart from the crowd.
✨Tip Number 3
Stay updated on industry trends! Make sure you’re clued up on the latest financial planning regulations and products. This knowledge will not only help you in interviews but also show that you’re genuinely passionate about the field.
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. Plus, applying directly means your application gets seen by the right people, increasing your chances of landing that dream job.
We think you need these skills to ace Paraplannner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and showcases your technical knowledge in financial planning, investments, and pensions. We want to see how your skills align with the key responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your analytical skills and attention to detail, and don’t forget to show your enthusiasm for working in a collaborative advisory environment.
Showcase Your Compliance Knowledge: Since compliance is crucial in this role, make sure to highlight any relevant experience you have with regulatory standards and preparing compliant suitability reports. We want to know you can keep everything above board while delivering top-notch advice!
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 you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Shero Talent Consultancy
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and tax planning. The interviewers will likely ask you technical questions to gauge your understanding, so be prepared to discuss specific products and strategies.
✨Showcase Your Reports
Bring examples of suitability reports you've prepared in the past. This not only demonstrates your experience but also gives you a chance to talk through your thought process and how you ensure compliance and accuracy.
✨Be Detail-Oriented
Since this role requires a keen eye for detail, be ready to discuss how you manage multiple cases and ensure all documentation meets regulatory standards. Share any systems or processes you use to stay organised and efficient.
✨Collaborate and Communicate
Highlight your experience working with advisers and other team members. Discuss how you’ve contributed to developing financial strategies and how you ensure clear communication throughout the advisory process.