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- Tasks: Support Financial Planners by researching and analysing financial products for clients.
- Company: Join a dynamic team in Uxbridge focused on delivering top-notch financial advice.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a supportive culture.
- Qualifications: Must have a Diploma and at least 1 year of Paraplanning experience.
- Other info: Ideal for detail-oriented individuals who thrive under pressure and love problem-solving.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a talented Paraplanner to join their team based in Uxbridge.
Key Responsibilities:
- Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
- Review client objectives to ensure they are clear, concise, and achievable based on the client’s financial circumstances.
- Research and analyze investment funds and financial products, considering client objectives.
- Review asset allocation for investment and pension holdings.
- Complete financial cashflow forecasts to demonstrate clients' current and future financial positions.
- Prepare Financial Plans outlining the current position, future goals, and the steps to achieve them.
- Liaise with Product Providers / Third Parties regarding technical queries.
- Accurately complete new business sheets for handover to the PA.
- Support and assist team members to ensure tasks are completed on schedule and deadlines are met.
Minimum Qualifications and Experience:
- Fully Diploma qualified.
- At least 1 year of Paraplanning experience.
- Good understanding of the Financial Planning process.
- Experience using IO and FE Analytics.
- Strong interpersonal, written, and verbal communication skills.
- Excellent customer service skills.
- Strong planning and organizational skills.
- Ability to meet deadlines and work effectively under pressure.
- Attention to detail and accuracy.
- Understanding of cashflow modelling.
- Broad knowledge of the Financial Services Industry with high technical proficiency.
- Experience managing and completing projects.
Paraplanner - London (Uxbridge) employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - London (Uxbridge)
✨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 their experiences.
✨Tip Number 2
Familiarise yourself with the specific tools and software mentioned in the job description, such as IO and FE Analytics. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to the role.
✨Tip Number 3
Prepare for the interview by practising common Paraplanning scenarios. Think about how you would approach client objectives, asset allocation, and cashflow forecasting, and be ready to discuss your thought process and past experiences.
✨Tip Number 4
Showcase your attention to detail and organisational skills during the interview. Bring examples of how you've successfully managed projects or met deadlines in your previous roles, as this will highlight your suitability for the fast-paced environment.
We think you need these skills to ace Paraplanner - London (Uxbridge)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Emphasise your Diploma qualifications, any specific financial planning processes you've worked with, and your familiarity with tools like IO and FE Analytics.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role and how your skills align with the responsibilities listed in the job description. Mention your experience in reviewing client objectives and preparing financial plans.
Showcase Your Technical Skills: Be specific about your technical proficiency in financial services. Include examples of how you've used cashflow modelling and asset allocation in previous roles to demonstrate your expertise.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at TN United Kingdom
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process. Brush up on key concepts and be ready to discuss how you've applied them in your previous roles.
✨Demonstrate Your Analytical Skills
Be prepared to showcase your ability to research and analyse investment funds and financial products. You might be asked to provide examples of how you've assessed client objectives and made recommendations based on your findings.
✨Highlight Your Communication Skills
Since strong interpersonal skills are crucial for this role, think of examples where you've effectively communicated complex information to clients or team members. Practice articulating your thoughts clearly and concisely.
✨Showcase Your Attention to Detail
Given the importance of accuracy in financial planning, be ready to discuss how you ensure precision in your work. You could mention specific tools or methods you use to maintain high standards in your reports and forecasts.
