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- Tasks: Support Financial Planners by preparing client meetings and analysing financial data.
- Company: Join a respected wealth management firm focused on high-quality, tailored financial advice.
- Benefits: Enjoy a competitive salary up to £50,000 plus additional benefits.
- Other info: Opportunity for career development in a growing firm within the wealth management sector.
- Why this job: Be part of a forward-thinking team that values client relationships and personal growth.
- Qualifications: Experience as a Paraplanner is preferred; Level 4 Diploma is a plus but not essential.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Paraplanner
Salary up to £50,000 plus benefits
Are you an experienced Paraplanner, looking to join a highly respected and forward-thinking wealth management firm?
This role is with is a client-focused, independent financial planning firm dedicated to delivering high-quality, tailored advice to HNW individuals and families. Due to continued growth, they are seeking an experienced paraplanner with or without the Level 4 Diploma.
Responsibilities include:
- Working closely with the Financial Planners, to offer tailored solutions to clients
- Preparing for client meetings including checking that all compliance paperwork
- Analysing and interpreting data obtained during client meetings
- Analysing client's existing products to determine whether they meet the client's current objectives
- Fund performance comparisons
- Preparing product comparisons and analysing comparison illustrations
- Preparing cashflow plans using Voyant Software
- Preparing draft recommendation reports in line with the Company's compliance procedures
- Analysing client's asset allocations and providing recommendations for rebalancing where necessary
- Completing the FCA pension switching and replacement product templates
- Maintaining client files in line with company standards
- Building and maintaining client relationships through face to face and written/telephone communication
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Paraplanner employer: Thornbury Recruitment Ltd
Contact Detail:
Thornbury Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current paraplanners and financial planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the tools and software commonly used in paraplanning, such as Voyant Software for cashflow planning. Being proficient in these tools can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Stay updated on the latest regulations and compliance requirements in the financial planning industry. Showing that you are knowledgeable about current standards will reassure potential employers of your commitment to maintaining high-quality advice.
✨Tip Number 4
Prepare to discuss your experience in analysing client data and making recommendations. Be ready to share specific examples of how you've successfully supported financial planners in the past, as this will highlight your practical skills and understanding of the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with tasks such as preparing client meetings, analysing data, and maintaining compliance paperwork.
Tailor Your CV: Highlight relevant experience in your CV that aligns with the job description. Emphasise your skills in financial analysis, client communication, and any experience with compliance procedures or software like Voyant.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the firm's client-focused approach. Mention specific experiences that demonstrate your ability to provide tailored solutions.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Thornbury Recruitment Ltd
✨Know Your Financial Products
As a paraplanner, you'll need to demonstrate a solid understanding of various financial products. Brush up on your knowledge of investment vehicles, pensions, and insurance products, as well as any recent changes in regulations that may affect them.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss how you ensure adherence to regulations. Familiarise yourself with the FCA guidelines and be prepared to explain how you would handle compliance paperwork during client meetings.
✨Showcase Your Analytical Skills
The ability to analyse data and provide tailored recommendations is crucial. Prepare examples from your past experience where you've successfully interpreted client data and made informed decisions based on your analysis.
✨Demonstrate Strong Communication Skills
Building and maintaining client relationships is key in this role. Be ready to discuss how you communicate complex financial information clearly and effectively, both in writing and verbally, to clients and colleagues alike.