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For Companies At a Glance
- Tasks: Support Financial Advisers by developing financial strategies and preparing detailed reports.
- Company: Reputable Independent Financial Advisers firm with a supportive culture.
- Benefits: Remote work flexibility, monthly office meet-ups, and career growth opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and a Level 4 Diploma PFS (or equivalent).
- Other info: Opportunity to travel occasionally and collaborate with a passionate team.
The predicted salary is between 36000 - 60000 £ per year.
We are working on behalf of a well-established and reputable firm of Independent Financial Advisers in Ipswich who are seeking an experienced Paraplanner to join their growing team and support their Financial Advisers in delivering comprehensive financial solutions. Our client will consider applicants on a remote basis, where they just need to join the office for a face-to-face meeting once a month.
Skills & Experience
- Previous paraplanning experience within an IFA or wealth management setting
- Minimum Level 4 Diploma PFS (or equivalent)
- Proficient with major research tools (e.g., Analytics, Voyant)
- Experience working within the pension transfer market
- Knowledge of administering IHT and/or investment products
- Up-to-date understanding of relevant regulations and legislation
- Ability to research, analyse, and interpret financial data
- Strong organisational skills and the ability to manage multiple tasks
- Effective communication skills, both written and verbal
Key Responsibilities:
- Provide high-level technical paraplanning support to the Practice
- Work closely with Advisers to achieve client objectives, identifying effective financial planning opportunities and sourcing suitable solutions that meet clients’ needs and expectations
- Develop financial planning strategies (investment, retirement, tax, and estate planning) supported by detailed computer models and reports
- Prepare financial reports, suitability letters, and client recommendations
- Conduct research and analysis on financial products, investments, and pensions
- Assist in preparing client reviews and meeting notes
- Support Financial Advisers with the implementation of financial plans
- Maintain and update client records and financial plans within the CRM system
- Ensure all work complies with regulatory requirements and industry best practice
- Communicate with clients and providers, ensuring timely responses to queries
- Assist in developing financial strategies based on client needs and goals
Due to the nature of the role, the successful applicant may be required to travel occasionally to other office locations throughout the UK. If you are passionate about financial planning and looking to further your career in a supportive and dynamic environment, we would love to hear from you.
Locations
Paraplanner in Ipswich, Suffolk employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Ipswich, Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work with IFAs or wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your paraplanning experience and any successful strategies you've developed. This will help you stand out during interviews and demonstrate your expertise.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to refine your responses. Focus on how you can support Financial Advisers and meet client needs effectively.
✨Tip Number 4
Apply through our website! We make it easy for you to find roles that match your skills. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Paraplanner in Ipswich, Suffolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your previous paraplanning experience and any relevant qualifications, like your Level 4 Diploma PFS. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your application, don’t just list your skills—show us how you've used them! Talk about your experience with research tools and your knowledge of financial products. We love seeing real examples of how you’ve made an impact in your previous roles.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate a well-structured letter that outlines your motivation for applying and how you can contribute to our team. Remember, we’re looking for effective communication skills!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates. Plus, it’s super easy to do—just a few clicks and you’re on your way!
How to prepare for a job interview at Time Appointments
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around financial products, pensions, and regulations. Familiarise yourself with the tools mentioned in the job description, like Analytics and Voyant, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in providing technical support to Financial Advisers. Think about times when you identified effective financial planning opportunities or developed strategies that met client needs, as these will resonate well with the interviewers.
✨Communication is Key
Since you'll be working closely with Advisers and clients, practice articulating complex financial concepts in a clear and concise manner. Be ready to demonstrate your written communication skills by discussing how you've prepared reports and suitability letters in the past.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and how they support their Advisers. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values and career goals.
