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- Tasks: Support Financial Planners by preparing reports and conducting research for tailored financial strategies.
- Company: Join a dynamic team dedicated to providing high-quality financial advice to clients.
- Benefits: Enjoy competitive salary, performance bonuses, professional development support, and health insurance.
- Why this job: Be part of a collaborative culture that values your input and helps you grow in the finance sector.
- Qualifications: Must have a Diploma in Financial Planning and at least 2 years of relevant experience.
- Other info: Opportunity for exam sponsorship and progression towards Chartered Financial Planner status.
The predicted salary is between 36000 - 60000 £ per year.
About the role
We are seeking a Paraplanner to support Financial Planners in providing high-quality advice to clients. This role involves preparing suitability reports, conducting research, ensuring compliance, and helping to develop tailored financial strategies based on client needs.
Key Responsibilities:
- Prepare detailed, compliant suitability reports and recommendations
- Conduct technical research across investments, pensions, tax planning, and protection products
- Liaise with clients and product providers to gather relevant information
- Analyse client fact finds, risk profiles, and financial objectives
- Assist in the preparation and presentation of financial plans
- Maintain accurate records on back-office systems.
- Keep up to date with financial products, legislation, and industry trends
- Work closely with advisers to ensure client needs are met promptly and effectively
- Support with annual reviews and ongoing client servicing
Skills and Qualifications:
Essential:
- Diploma in Financial Planning (DipPFS or equivalent)
- Minimum 2 years of experience in a paraplanning or similar role
- Strong knowledge of pensions, investments, tax planning, and protection
- Excellent written and verbal communication skills
- Strong attention to detail and accuracy
- Proficient in Microsoft Office and financial planning software
Desirable:
- Progress towards Chartered Financial Planner status
- Experience with Transact.
- Familiarity with FCA compliance requirements
Personal Attributes:
- Organised and able to manage multiple tasks efficiently
- Analytical mindset and problem-solving skills
- Team-oriented with a proactive approach
- Discreet and professional with handling sensitive information
Benefits:
- Competitive salary and performance bonuses
- Professional development support and exam sponsorship
- Pension scheme and private health insurance
- Annual bonus Based on individual and company performance
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Paraplanner employer: Talent Smart
Contact Detail:
Talent Smart Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current paraplanners and financial advisers. This can provide you with insights into the role and potentially lead to job referrals.
✨Tip Number 2
Stay updated on the latest financial products and legislation. Subscribe to industry newsletters or follow financial news outlets. Demonstrating your knowledge of current trends during interviews can set you apart from other candidates.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter through LinkedIn. Ask them about their experiences and any tips they might have for applying. This can give you a better understanding of the company culture and expectations.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common paraplanning scenarios. Think about how you would handle client interactions, compliance issues, and report preparation. Being well-prepared will boost your confidence during the interview.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning or similar roles. Emphasise your knowledge of pensions, investments, and tax planning, as well as any qualifications like the Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your skills align with the company's needs. Mention specific experiences where you've prepared suitability reports or conducted technical research.
Showcase Attention to Detail: In your application, provide examples that demonstrate your strong attention to detail and accuracy. This could include instances where you successfully managed compliance requirements or maintained accurate records.
Highlight Communication Skills: Since excellent written and verbal communication skills are essential for this role, include examples of how you've effectively liaised with clients or product providers in your previous positions.
How to prepare for a job interview at Talent Smart
✨Showcase Your Technical Knowledge
Make sure to demonstrate your understanding of pensions, investments, tax planning, and protection products during the interview. Prepare examples from your past experience where you successfully applied this knowledge.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be ready to discuss your familiarity with FCA regulations and how you've ensured compliance in previous positions. This will show your attention to detail and professionalism.
✨Highlight Your Communication Skills
As a Paraplanner, you'll need to liaise with clients and product providers. Be prepared to share examples of how you've effectively communicated complex information in a clear and concise manner.
✨Demonstrate Organisational Skills
Discuss how you manage multiple tasks efficiently, especially when preparing suitability reports or conducting research. Providing specific examples will illustrate your ability to stay organised under pressure.
