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- Tasks: Support Financial Advisers with high-quality financial planning and report writing.
- Company: Join a prestigious Financial Services company based in Ipswich, known for excellence.
- Benefits: Enjoy a competitive salary and opportunities for further qualifications.
- Why this job: Be part of a professional team that values client satisfaction and offers growth.
- Qualifications: CII DipPFS qualified or equivalent with at least 12 months paraplanning experience.
- Other info: Experience with First software or Intelliflo is a plus.
The predicted salary is between 36000 - 60000 £ per year.
We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for an experienced Paraplanner to join their team.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Skills & Experience Required:
- CII DipPFS qualified or equivalent as a minimum
- At least 12months industry experience in a paraplanning role involving report writing
- Client focussed to ensure client satisfaction and retention
- Experience of providing excellent customer service to high-net-worth clients
- Previous experience using First software or Intelliflo would be advantageous
Key Duties & Responsibilities:
- Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner
- Drafting suitability reports
- Ensuring correct completion of all necessary documents
- Ensuring product research is kept up to date
- Dealing with pension queries
- Maintaining and updating client records and financial plans in the CRM system
- Ensuring all work complies with regulatory requirements and industry best practices
- Communicating with clients and providers, ensuring timely responses to queries
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Paraplanner employer: TIME Appointments Ltd
Contact Detail:
TIME Appointments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about job openings.
✨Tip Number 2
Familiarise yourself with the latest financial planning software, particularly First and Intelliflo, as these tools are often used in paraplanning roles. Consider taking online courses or tutorials to boost your proficiency.
✨Tip Number 3
Stay updated on regulatory changes and best practices within the financial services sector. This knowledge will not only enhance your expertise but also demonstrate your commitment to compliance during interviews.
✨Tip Number 4
Prepare for interviews by practising how to articulate your experience in client-focused roles. Highlight specific examples of how you've ensured client satisfaction and retention, especially with high-net-worth clients.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially focusing on your report writing skills and client management. Use specific examples that demonstrate your ability to provide excellent customer service to high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your understanding of the role. Mention your CII DipPFS qualification and any relevant software experience, such as First or Intelliflo, to make your application stand out.
Highlight Relevant Experience: In your application, emphasise your 12 months of industry experience in a paraplanning role. Detail your responsibilities, particularly in drafting suitability reports and maintaining client records, to show you meet the key duties outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at TIME Appointments Ltd
✨Showcase Your Qualifications
Make sure to highlight your CII DipPFS qualification or equivalent during the interview. Discuss how your educational background has prepared you for the role and any additional qualifications you are pursuing.
✨Demonstrate Industry Experience
Be ready to talk about your previous paraplanning roles, especially your experience with report writing and client interactions. Use specific examples to illustrate how you've successfully supported Financial Advisers in the past.
✨Emphasise Client Focus
Since the role requires a strong client focus, prepare to discuss how you ensure client satisfaction and retention. Share examples of how you've provided excellent customer service, particularly to high-net-worth clients.
✨Familiarity with Software
If you have experience using First software or Intelliflo, mention it! If not, express your willingness to learn and adapt quickly to new systems. This shows your proactive attitude and readiness to fit into their processes.
