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- Tasks: Support Advisers by analysing client portfolios and preparing recommendation reports.
- Company: Join an award-winning team in a dynamic financial planning firm.
- Benefits: Enjoy hybrid working, competitive salary, and generous holiday allowance.
- Other info: Opportunities for professional development and a supportive work environment.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: CII Diploma in Financial Planning and strong analytical skills required.
The predicted salary is between 35000 - 45000 £ per year.
Are you a Diploma qualified Paraplanner looking for a new role? Do you want to work with an award-winning team? As a Paraplanner, you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.
Responsibilities:
- Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
- Providing high quality technical, administrative and research support to the Advisers;
- Undertaking whole-of-market research as required, including investments, pensions and protection plans;
- Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
- Liaising with the Regulatory & Technical team to ensure the advice is compliant;
- Be able to prioritise work in your queue by liaising with advisers on a regular basis;
- Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
- Building strong and effective working relationships with other teams in the firm and third party product providers;
- Attending and contributing to meetings – both internal and external;
- Ensuring that all client records and data are maintained accurately and efficiently;
- Participating in ad hoc projects and tasks as and when required.
Benefits:
- True hybrid working model
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Company Pension scheme;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications; *after qualifying period
Key Skills & Experience:
- CII Diploma in Financial Planning (as a minimum);
- The ability to produce comprehensive, accurate, and clear recommendation reports;
- Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
- Proficiency in complex report writing;
- Experience liaising with third party providers;
- Excellent grammar, spelling and punctuation skills;
- Excellent interpersonal and communication skills;
- A high standard of personal organisational and time management skills;
- Experience within Private Wealth Management;
- Experience of working to targeted service standards and procedures;
- A good working knowledge of regulatory requirements;
- Ambitious and goal-oriented;
- Evidence of continual learning and development of skills and knowledge;
- Experience of working unsupervised with a high level of self-motivation;
- Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
Paraplanner employer: The Private Office LLP
Contact Detail:
The Private Office LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨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 those interviews! Research the company and its culture, and think about how your skills align with their needs. Practise common interview questions, especially around client service and report writing, so you can showcase your expertise.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Paraplanners like you. Keep an eye on our listings and make sure your application stands out by tailoring it to each role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Diploma in Financial Planning and any relevant experience you have in analysing clients' circumstances and preparing recommendation reports. 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 the role and how you can contribute to our award-winning team. Be sure to mention your experience with compliance and liaising with third-party providers, as these are key aspects of the job.
Showcase Your Communication Skills: As a Paraplanner, you'll need excellent interpersonal skills. In your application, demonstrate your ability to communicate effectively, whether it's through clear writing or by sharing examples of how you've built strong working relationships in the past. We love seeing that teamwork spirit!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at The Private Office LLP
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and protection plans. Be ready to discuss how you've analysed clients' circumstances in the past and prepared recommendation reports.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to liaise with advisers and third-party providers regularly. Practice articulating your thoughts clearly and confidently, and be prepared to demonstrate your excellent grammar and punctuation skills during the interview.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you prioritise your workload and manage your time effectively. Share examples of how you've handled multiple tasks or projects simultaneously while maintaining high standards of accuracy and quality.
✨Build Rapport
Interpersonal skills are key in this role. During the interview, try to build a connection with your interviewers. Ask questions about their team dynamics and how they collaborate with other departments to show you're keen on building strong working relationships.