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For Companies At a Glance
- Tasks: Assist a high-performing IFA Principal and manage wealthy clients' portfolios.
- Company: Established wealth management firm with a friendly and growing team.
- Benefits: Full-time role with competitive salary and professional development opportunities.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 Diploma qualified with strong technical skills and attention to detail.
The predicted salary is between 35000 - 45000 £ per year.
Our client, a very well-established wealth manager, are now looking for a technically proficient Paraplanner to join the business. This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices.
Key Responsibilities:
- Assisting a high producing IFA Principal.
- Dealing with wealthy private clients' portfolios.
- Attend client meetings and record comprehensive notes.
- Draft detailed, compliant suitability reports.
- Conduct product and investment research.
- Build cash flow models and support complex planning.
- Liaise with providers and manage review prep.
- Play a key role in ensuring a seamless client journey.
About You:
- Level 4 Diploma qualified.
- Experience in a Paraplanning role within an IFA.
- Strong technical skills and attention to detail.
- IT Skills: Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc.).
- Previous experience using report writing software is a distinct advantage.
- Previous experience of all the main Platforms and IO will be advantageous.
The role is offered on a full-time basis.
Paraplanner (Pensions Management) in Horsham employer: The Coast Partnership Ltd
Contact Detail:
The Coast Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) in Horsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. 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 technical skills. Since this role requires strong attention to detail and proficiency in software, practice explaining your experience with Microsoft Word, Excel, and any report writing tools you’ve used. Show them you’re the right fit!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Research potential employers and tailor your approach. When you find a role that excites you, apply through our website to streamline your application process!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your enthusiasm for the Paraplanner position.
We think you need these skills to ace Paraplanner (Pensions Management) in Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Diploma and any relevant experience in paraplanning, especially with IFA practices. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about pensions management and how your technical skills can benefit our team. Keep it friendly and professional – we love a good personality!
Showcase Your Technical Skills: Since this role requires strong technical skills, make sure to mention your proficiency in Microsoft Word, Excel, and any report writing software you've used. We want to know how you can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at The Coast Partnership Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions management and paraplanning. Familiarise yourself with the latest regulations and products in the industry, as well as any specific software mentioned in the job description. This will show that you're not just qualified but genuinely interested in the role.
✨Prepare for Client Scenarios
Since you'll be dealing with wealthy private clients, think about how you would handle various client scenarios. Prepare examples of how you've assisted clients in the past or how you would approach complex planning situations. This will demonstrate your ability to provide a seamless client journey.
✨Practice Your Note-Taking Skills
As attending client meetings and recording comprehensive notes is part of the job, practice summarising key points from mock meetings or discussions. Being able to capture essential information quickly and accurately will be crucial, so show that you can do this effectively.
✨Showcase Your IT Proficiency
Since the role requires proficiency in Microsoft Word, Excel, and Outlook, be ready to discuss your experience with these applications. If you've used report writing software or have experience with platforms and IO, make sure to highlight this during the interview. It’s all about showing you can hit the ground running!