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- Tasks: Support financial planners by preparing and maintaining comprehensive financial plans for clients.
- Company: Join a dynamic financial services team dedicated to client satisfaction and regulatory compliance.
- Benefits: Enjoy a competitive salary and the chance to develop your skills in a supportive environment.
- Why this job: Make a real impact by helping clients achieve their financial goals through meticulous planning.
- Qualifications: Qualifications in Financial Planning and proven Paraplanning experience are essential.
- Other info: This is a temporary role with a contract length of 3 months.
The predicted salary is between 32000 - 48000 £ per year.
We are seeking a detail-oriented and motivated Paraplanner to join our financial services clients team. The ideal candidate will play a crucial role in supporting financial planners by preparing and maintaining comprehensive financial plans for clients. This position requires strong analytical skills, excellent communication abilities, and proficiency in various IT applications to ensure efficient workflow and client satisfaction.
Duties:
- Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant
- Assist in the preparation of financial plans and reports for clients, ensuring accuracy and compliance with regulatory standards.
- Conduct thorough research and analysis of financial products, market trends, and client portfolios.
- Maintain up-to-date knowledge of financial planning regulations and best practices.
- Collaborate with financial planners to gather necessary information from clients and ensure all documentation is complete.
- Utilise software tools such as Outlook, Word, and Excel for documentation, communication, and data analysis.
- Provide exceptional customer service by addressing client inquiries promptly and professionally.
- Organise and manage client files, ensuring all information is easily accessible and securely stored.
Skills:
- Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
- Proven background in Paraplanning is essential
- Excellent communication skills
- Strong numeric & analytical skills
- Strong team player
- Work well under pressure to meet deadlines
- Strong work ethic
- Tech Savvy
- Proficient in IT applications including Outlook, Word, and Excel.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication skills, both written and verbal, to effectively convey information to clients and team members.
- Knowledge of financial services and financial planning principles is highly desirable.
- Strong organisational skills with the ability to manage multiple tasks efficiently.
- A customer service-oriented mindset with a commitment to delivering high-quality support to clients.
If you are passionate about helping clients achieve their financial goals through meticulous planning and support, we encourage you to apply for this exciting opportunity as a Paraplanner.
Job Type: Temporary
Contract length: 3 months
Pay: £40,000.00-£45,000.00 per year
Paraplanner employer: Smarter Recruitment Services
Contact Detail:
Smarter Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific software tools mentioned in the job description, such as IO, Dynamic Planner, and FE Analytics. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Stay updated on the latest financial planning regulations and market trends. This knowledge will not only help you in discussions with potential employers but also demonstrate your commitment to the field.
✨Tip Number 3
Practice your communication skills by engaging in mock interviews or discussions about financial planning topics. Being able to articulate complex financial concepts clearly will impress interviewers and show your expertise.
✨Tip Number 4
Network with professionals in the financial services industry, especially those who work as Paraplanners. They can provide valuable insights into the role and may even refer you to job openings, including our positions at StudySmarter.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications in Financial Planning and any relevant experience in Paraplanning. Use specific examples to demonstrate your analytical skills and proficiency with IT applications like Outlook, Word, and Excel.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client satisfaction. Mention your ability to conduct thorough research and analysis, as well as your strong communication skills.
Highlight Relevant Skills: In your application, emphasise your strong numeric and analytical skills, as well as your ability to work under pressure. Make sure to mention your knowledge of financial services and planning principles, as these are highly desirable for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Smarter Recruitment Services
✨Showcase Your Analytical Skills
As a Paraplanner, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used these skills in previous roles, particularly in preparing financial plans or conducting market research.
✨Demonstrate IT Proficiency
Familiarity with various platforms like IO, Dynamic Planner, and Excel is essential. During the interview, mention your experience with these tools and how you’ve utilised them to enhance workflow and client satisfaction.
✨Communicate Clearly and Professionally
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. This will show your ability to convey information effectively to clients and team members.
✨Highlight Your Customer Service Mindset
A customer service-oriented approach is vital for this position. Prepare to share examples of how you've addressed client inquiries or resolved issues in a professional manner, demonstrating your commitment to high-quality support.
