At a Glance
- Tasks: Support Financial Advisers by analysing client data and preparing suitability reports.
- Company: Award-winning firm in Chichester with a collaborative team culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Exciting opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and strong knowledge of financial products required.
The predicted salary is between 38000 - 45000 £ per year.
Location: Chichester, Hybrid Position
Full time, Permanent
Salary: 38k to 45k DOE
Our client is an award-winning firm based in Chichester, now looking for an experienced Paraplanner. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.
Key Responsibilities:
- Analyse client financial information, objectives and risk profiles
- Conduct research on pensions, investments and protection products
- Prepare clear and compliant suitability reports for advisers
- Obtain product illustrations and supporting technical documentation
- Support advisers with financial analysis and cashflow modelling
- Maintain accurate client records and documentation
- Work closely with advisers and administration teams to ensure excellent client service
Skills and Experience:
- Previous Paraplanner experience within an IFA or wealth management environment
- Ideally have worked or have experience within an SJP practice
- Strong knowledge of pensions, investments and financial planning products
- Excellent attention to detail and analytical skills
- Strong organisational skills with the ability to manage multiple tasks
- Confident using financial planning systems and research tools
Qualifications:
- Essential: Level 4 Diploma in Financial Planning (or working towards)
- GCSEs (or equivalent) including English and Maths
For further information on this excellent opportunity, please forward a copy of your CV.
Paraplanner. Job in Bosham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join an award-winning firm in Chichester as a Paraplanner, where you will thrive in a supportive and collaborative work culture that values your expertise. With a focus on employee growth, this hybrid role offers competitive salary packages and the chance to contribute to high-quality financial planning while working alongside experienced Financial Advisers. Enjoy the unique advantage of being part of a team that prioritises exceptional client service and professional development in a vibrant coastal location.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Bosham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work as Paraplanners or in IFA firms. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and financial planning products. We want you to shine when they ask about your experience and how you can support their advisers!
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to share examples of how you've successfully analysed client financial information and prepared suitability reports. This will demonstrate your value as a Paraplanner and how you can contribute to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you that Paraplanner role!
We think you need these skills to ace Paraplanner. Job in Bosham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your previous experience in an IFA or wealth management environment, and don’t forget to showcase your knowledge of pensions and investments!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your Level 4 Diploma in Financial Planning and any relevant skills that align with the job description.
Showcase Your Analytical Skills:Since the role involves analysing financial information, make sure to highlight your analytical skills in your application. Give examples of how you've successfully conducted research or prepared suitability reports in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our collaborative team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning products. Being able to discuss these topics confidently will show that you're technically strong and ready to support the advisers effectively.
✨Research the Company
Take some time to learn about the firm’s values, recent achievements, and their approach to client service. This will not only help you tailor your answers but also demonstrate your genuine interest in the role and the company.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like preparing suitability reports or conducting financial analysis. Think of examples from your past experience where you successfully navigated similar challenges.
✨Show Your Team Spirit
Since this role involves working closely with advisers and administration teams, be ready to discuss how you collaborate with others. Highlight any experiences where teamwork led to successful outcomes, as this will resonate well with the interviewers.
