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- Tasks: Join a dynamic team as a Paraplanner, supporting clients and managing operations.
- Company: A well-established financial planning firm in Amersham with a close-knit culture.
- Benefits: Competitive salary up to £50,000 and opportunities for professional growth.
- Why this job: Make a real impact in financial planning while working closely with experienced professionals.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and extensive paraplanning experience required.
- Other info: Apply today to explore your unique skills and potential career paths!
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial planning firm is seeking a highly experienced and proactive Paraplanner / Practice Manager to join its close-knit team. This is a senior position supporting the Director and playing a key role in the day-to-day operations of the firm. The successful candidate will have strong technical knowledge, exceptional organisational skills, and the ability to turn their hand to a broad range of tasks within a small team environment.
Key Responsibilities:
- Provide high-quality paraplanning support, including detailed research, analysis, and suitability report writing across pensions, investments, and protection.
- Work closely with the Director to manage client cases and ensure a smooth client journey.
- Oversee the operational functions of the office, helping to coordinate tasks and support team members as needed.
- Maintain accurate records and ensure files are fully compliant.
- Liaise with clients, product providers, and professional connections as required.
- Assist with process improvements and the implementation of best practices.
Requirements:
- Minimum Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Extensive paraplanning experience in an IFA or wealth management environment.
- Comfortable working in a small team and taking on a variety of responsibilities.
- Strong technical knowledge across pensions, investments, and taxation.
- Excellent written and verbal communication skills.
- Strong attention to detail and organisational skills.
- Proficient in financial planning software and Microsoft Office.
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
Paraplanner in Amersham employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Amersham
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who work in Amersham. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly around pensions, investments, and taxation. This knowledge will not only help you stand out but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your previous paraplanning experiences in detail during the interview. Be ready to share specific examples of how you've contributed to client cases and improved operational processes in your past roles.
✨Tip Number 4
Showcase your organisational skills by preparing a structured approach to how you would manage multiple tasks in a small team environment. This could include examples of tools or methods you use to stay organised and efficient.
We think you need these skills to ace Paraplanner in Amersham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as the Level 4 Diploma in Regulated Financial Planning. Emphasise your technical knowledge in pensions, investments, and taxation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and ability to work in a small team. Mention specific examples of how you've supported senior management or improved processes in previous roles.
Highlight Communication Skills: Since excellent written and verbal communication skills are essential for this role, provide examples in your application that demonstrate your ability to liaise effectively with clients and colleagues.
Showcase Attention to Detail: In your application, mention instances where your attention to detail has positively impacted your work, especially in maintaining compliance and accurate records, which is crucial for this position.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge across pensions, investments, and taxation. Be prepared to discuss specific examples from your past experience where you've applied this knowledge effectively.
✨Highlight Organisational Skills
This role requires exceptional organisational skills. During the interview, share instances where you've successfully managed multiple tasks or projects simultaneously, showcasing your ability to keep everything on track.
✨Prepare for Client Interaction Scenarios
Since you'll be liaising with clients and professional connections, think about how you would handle various client scenarios. Practice articulating your approach to ensuring a smooth client journey and maintaining strong relationships.
✨Demonstrate Team Collaboration
Working in a small team environment is key for this position. Be ready to discuss how you've collaborated with others in previous roles, including any leadership experiences that highlight your ability to support and coordinate with team members.
