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- Tasks: Assist a high-performing IFA and manage wealthy clients' portfolios.
- Company: Established wealth manager with a friendly and growing practice.
- Benefits: Full-time role with opportunities for professional growth.
- Other info: Experience with report writing software is a plus.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 Diploma and strong technical skills required.
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.
Pension Paraplanner 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 Pension Paraplanner in Horsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. You never know who might have a lead on a Pension Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Make sure you can confidently discuss cashflow models, suitability reports, and investment research. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and the company.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’ve got all the latest opportunities listed, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Pension Paraplanner in Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pension 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!
Show Off Your Technical Skills: Since this role requires strong technical skills, don’t hold back! List your proficiency in Microsoft Word, Excel, and Outlook, and mention any experience with report writing software. We love seeing candidates who can hit the ground running!
Be Detail-Oriented: Attention to detail is key in this role. When you write your application, make sure it’s free from typos and clearly structured. We appreciate candidates who take the time to present their information neatly and accurately.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our friendly team!
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 pension planning and paraplanning. Familiarise yourself with the latest regulations and products in the market, 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 potential client scenarios you might encounter. Prepare to discuss how you would handle complex planning situations or client meetings. This will demonstrate your ability to think on your feet and provide tailored solutions.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Bring examples of your previous work where you’ve had to draft detailed reports or conduct thorough research. Be ready to explain your process and how you ensure accuracy in your work.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients they work with, or how they measure success in this role. This shows that you’re engaged and serious about finding the right fit for both you and the company.