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- Tasks: Support Independent Financial Advisers by preparing financial reports and conducting product research.
- Company: Dynamic financial services firm in Banbury with a focus on innovation.
- Benefits: Competitive salary up to £60,000, professional development, and a collaborative work environment.
- Why this job: Be the analytical backbone of financial planning and make a real difference for clients.
- Qualifications: Strong computer skills and excellent communication abilities required.
- Other info: Opportunity to champion technology advancements, including AI, within the business.
The predicted salary is between 43200 - 72000 £ per year.
As a Paraplanner, you will play a pivotal role in supporting our Independent Financial Advisers by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant and tailored to client needs. You will be the analytical backbone of the advice process, helping deliver high-quality, client-centric financial planning. You will act as a quality controller and should feel comfortable challenging advisers if you feel a more appropriate solution is available for a client.
Key Responsibilities
- Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies.
- Research & Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions.
- Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients.
- Suitability Reports: Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations.
- Provider Liaison: Communicate with product providers to gather illustrations, valuations, and technical data.
- Client File Preparation: Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards.
- Meeting Preparation: Help prepare agendas, documentation, and follow-up actions for client meetings.
- Compliance Support: Assist in maintaining audit trails and ensuring all advice meets regulatory and internal compliance standards.
- Continuous Development: Stay up to date with financial legislation, market trends, and product developments.
- General Administrative Support: Providing administrative support as and when required.
Other responsibilities
- Preparation of materials and making arrangements in support of the marketing effort.
- Active input to the general business development of the firm.
- Support and champion the advancement of technologies within the business in particular the use of AI in a safe and productive way.
- Other relevant and reasonable duties that might arise from time-to-time.
Critical Skills Required
- Fully computer literate including excellent Microsoft Office skills.
- Understanding of in-house systems such as Intelligent Office, Fintegrate, Defaqto.
- Excellent telephone manner with good interpersonal and communication skills.
- Ability to work alone and communicate well with others.
- Ability to work under pressure and prioritise work effectively and efficiently.
Paraplanner in Hook Norton employer: Third Nexus Group Limited
Contact Detail:
Third Nexus Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Hook Norton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work as IFAs or in similar roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanner scenarios. Think about how you’d handle client queries or compliance issues. We want you to feel confident and ready to showcase your analytical skills and attention to detail!
✨Tip Number 3
Don’t forget to tailor your approach! When you’re applying through our website, make sure your application reflects the specific skills mentioned in the job description. Highlight your experience with financial reports and compliance to stand out.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind. It shows your enthusiasm for the role and gives you another chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Paraplanner in Hook Norton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning, research, and compliance to show us you’re the perfect fit for our team.
Showcase Your Skills: We want to see your analytical skills shine! Include examples of how you've conducted research or prepared reports in previous roles. This will help us understand how you can support our Independent Financial Advisers.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Third Nexus Group Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and tax planning solutions. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Prepare for Collaboration
Since you'll be working closely with Independent Financial Advisers, think about how you can demonstrate your teamwork skills. Be ready to share examples of how you've successfully collaborated in the past and how you can contribute to a positive adviser-client relationship.
✨Showcase Your Research Skills
Be prepared to discuss your approach to conducting product and investment research. You might even want to bring along a case study or example of a report you've prepared in the past to illustrate your analytical abilities.
✨Understand Compliance Inside Out
Familiarise yourself with FCA regulations and compliance standards relevant to the role. During the interview, highlight your attention to detail and any experience you have in maintaining audit trails or ensuring documentation is compliant.