At a Glance
- Tasks: Prepare client files, ensure compliance, and assist with financial planning.
- Company: Family-owned IFA with over 20 years in the financial sector.
- Benefits: Competitive salary, funded training, flexible environment, and bonus opportunities.
- Other info: Great opportunity for career progression in a supportive family business.
- Why this job: Join a close-knit team and grow your career in financial advising.
- Qualifications: Two years of paraplanner experience and relevant financial qualifications.
The predicted salary is between 35000 - 55000 £ per year.
PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients.
This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the center of Folkestone.
Your responsibilities will include (but not limited to):
- Preparing and maintaining client files including discussing clients objectives with the adviser.
- Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance.
- Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser.
- Implementing recommendations including packaging reports and making changes to investments as instructed.
- Assisting with completion of application forms, submitting applications and tracking and reporting progress.
- Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients.
Experience, Skills and Qualifications
Essential:
- At least two years experience of working in a paraplanner position.
- Minimum qualifications RO1, RO2, RO3 and working towards Level 4.
- Experience of financial planning software.
- Proficient in use of MS Office with good typing skills.
- Confident and effective in communication by telephone.
- Good command of written English and its use in client communications.
- Highly numerate.
- Adaptable and able to manage shifting workload and client demands.
- Excellent organisational skills and ability to plan.
Desirable:
- FE Analytics Intelliflo Office Defaqto Level 4 qualified in financial services.
What we offer:
- Salary from £35,000 - £55,000 pa dependent on experience.
- Salary increasing with experience & qualifications.
- Funded training, exam costs and development support.
- A flexible and supportive family business environment.
- Discretionary Bonus.
- NEST pension.
- Opportunity to progress and develop.
Paraplanner. Job in Hawkinge LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established, family-owned IFA in Hawkinge, where you will be part of a close-knit team dedicated to ethical financial practices. With competitive salaries and funded training opportunities, this role not only offers a supportive work culture but also the chance for personal and professional growth as you work towards becoming an adviser. Enjoy the benefits of a flexible environment, discretionary bonuses, and a commitment to your development in the financial sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Hawkinge LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at family-owned IFAs. A personal recommendation can go a long way in landing that Paraplanner role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of compliance and financial planning software. Be ready to discuss how your experience aligns with the responsibilities listed in the job description. Show them you’re the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, send a thank-you email expressing your enthusiasm for the role. It keeps you fresh in their minds and shows your genuine interest in joining their close-knit team.
✨Tip Number 4
Apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it’s a great way to ensure your application stands out from the crowd.
We think you need these skills to ace Paraplanner. Job in Hawkinge LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially those two years in a paraplanner position, and any qualifications like RO1, RO2, or RO3. We want to see how you fit into our family business!
Show Off Your Skills:Don’t forget to showcase your skills in financial planning software and MS Office. If you’ve got good typing skills and can communicate effectively, let us know! We love seeing candidates who are confident and organised.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Explain why you’re interested in joining our close-knit team and how you can contribute to our ethical practice. We appreciate a personal touch, so be yourself!
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 to know you better. Don’t miss out on this opportunity to grow with us!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific regulations relevant to the role. Familiarise yourself with the company’s values and how they align with your own, as this will show your genuine interest in their practice.
✨Showcase Your Experience
Prepare examples from your past work that highlight your skills as a paraplanner. Be ready to discuss how you've managed client files, ensured compliance, and prepared recommendations. This will demonstrate your hands-on experience and problem-solving abilities.
✨Practice Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend or family member to get comfortable discussing your qualifications and experiences.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and future growth opportunities. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.
