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- Tasks: Analyse client financial situations and create detailed reports to support Financial Advisers.
- Company: Award-winning private Financial Planning business with a thriving culture.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and training support.
- Why this job: Join a successful team and make a real impact in clients' financial journeys.
- Qualifications: Previous Paraplanning experience and strong report writing skills required.
- Other info: Flexible working hours and excellent career development opportunities.
The predicted salary is between 45000 - 45000 £ per year.
An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business. This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train).
What's in it for you:
- Competitive salary of £45,000 per annum
- Hybrid flexible working structure
- 25 days holiday (inc. bank holidays)
- 5% pension contribution
- Death In Service
- Training available. First exam paid for. CIIRO. Level 4 Dip.
What you'll be doing as Paraplanner:
- Understanding and analysing new and existing client current personal and financial circumstances and objectives
- Fielding new business calls from prospective clients
- Writing and producing detailed suitability reports
- Researching products for client individual circumstances and goals
- Communicating with clients and working closely with the Financial Advisers
- Supporting Financial Adviser and working as a team
- Joining client meetings where required
- Working with Network regulator to assist with FCA compliance
What we're looking for in an ideal Paraplanner:
- Previous Paraplanning experience
- Report writing and financial analysis capability
- Knowledge of FCA compliance and regulatory framework
- Experience researching financial products and solutions
This is a full-time, permanent role working Monday-Friday, 09:00-17:30.
To apply for this role as Paraplanner, please click apply online and upload an updated copy of your CV.
Paraplanner in Watford employer: TEAM
Contact Detail:
TEAM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Watford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a Paraplanner role!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA compliance and product research. Be ready to discuss how you’ve tackled challenges in previous roles. Show us your independent thinking and how you can contribute to our thriving business!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on articulating your experience in report writing and financial analysis. The more comfortable you are, the better you’ll shine during the real deal!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace Paraplanner in Watford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your previous paraplanning experience and any relevant skills that match the job description. We want to see how you can contribute to our thriving business!
Craft a Compelling Cover Letter: Your cover letter is your chance to show off your personality and independent thinking. Explain why you're excited about this opportunity and how your background aligns with our needs. Let us know why you’re the perfect fit!
Showcase Your Report Writing Skills: Since report writing is key for this role, consider including examples of your previous work or summarising your approach to writing detailed suitability reports. We love seeing your analytical capabilities in action!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures it gets to the right people. We can’t wait to see what you bring to the table!
How to prepare for a job interview at TEAM
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and the FCA compliance framework. Being able to discuss these topics confidently will show that you're not just a Paraplanner, but a knowledgeable one who can add real value.
✨Show Off Your Report Writing Skills
Prepare to discuss your experience with writing detailed suitability reports. Bring examples if possible, as this will demonstrate your ability to communicate complex information clearly and effectively, which is crucial for the role.
✨Be Ready for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. This could involve analysing a client's financial situation or suggesting suitable products. Showing your independent thinking in these situations will impress the interviewers.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to financial planning and their team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.