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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 success and satisfaction.
- Benefits: Enjoy competitive pay, a collaborative environment, and the chance to make a real impact.
- Why this job: Perfect for detail-oriented individuals passionate about finance and helping clients achieve their goals.
- 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 and 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.
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 Voyant. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Stay updated on the latest financial planning regulations and market trends. Being able to discuss recent changes or insights during your interview will demonstrate your commitment to the field and your proactive approach.
✨Tip Number 3
Practice your communication skills by explaining complex financial concepts in simple terms. This will help you convey information effectively to clients and team members, which is crucial for a Paraplanner role.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the position.
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: In your cover letter, express your passion for financial planning and how you can support financial planners effectively. Mention your strong communication skills and customer service orientation, as these are key for the role.
Showcase Relevant Skills: Emphasise your ability to conduct thorough research and analysis of financial products and market trends. Highlight your organisational skills and your experience managing client files, as these are crucial for the position.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A polished application reflects your attention to detail, which is essential for a Paraplanner.
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
Excellent communication skills are vital for this role. Practice articulating complex financial concepts in simple terms, as you may need to explain these to clients or team members who aren't as familiar with the details.
✨Prepare for Regulatory Questions
Stay updated on financial planning regulations and best practices. Expect questions about compliance and be ready to discuss how you ensure accuracy and adherence to these standards in your work.
