At a Glance
- Tasks: Support financial advisers with advanced analysis and client meetings in a dynamic role.
- Company: Respected Independent Financial Adviser with over 20 years of expertise.
- Benefits: Competitive salary, 25 days holiday, pension, and career development support.
- Other info: Sociable office environment with free parking and discretionary bonuses.
- Why this job: Join a fast-growing team and make a real impact on high-net-worth clients.
- Qualifications: Level 4 Diploma in Financial Planning and paraplanning experience required.
The predicted salary is between 50000 - 50000 £ per year.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.
Responsibilities
- Analyse client information from Fact Finds, existing records and meeting notes
- Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
- Support advisers ahead of client meetings/reviews and analyse client's existing portfolios
- Research products and services to make suitable recommendations
- Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively new investments, transfers, drawdown, IHT and protection business
- Attend client meetings with financial advisers when required
- Work closely with all members of the team to ensure timely business processing and submission
- Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
- Maintain relationships with product and service providers
- Active involvement within the In-house Investment Committee
Requirements
- Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
- Experience as a Paraplanner
- Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
- Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
What we offer
- Salary up to £50,000 (dependent upon experience)
- 25 days holiday plus bank holidays
- Pension
- Discretionary annual bonus
- Death in service cover
- Support with career development and qualifications
- Sociable and professional office environment
- Free parking
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Senior Financial Planning Paraplanner. Job in Knaphill LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established and respected Independent Financial Adviser in Knaphill, where you will be part of a dynamic team dedicated to providing tailored wealth management solutions. With a strong focus on employee growth, the company offers comprehensive support for career development, a sociable office environment, and competitive benefits including a generous holiday allowance and discretionary bonuses. This is an excellent opportunity to work with high-net-worth clients and complex financial cases, all while enjoying the perks of a supportive and professional workplace.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Paraplanner. Job in Knaphill LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that interview.
✨Tip Number 2
Prepare for the interview by researching the company and its values. Understand their approach to client-focused financial planning and think about how your experience aligns with their needs. We want you to shine when you get that chance to impress!
✨Tip Number 3
Showcase your skills during the interview! Be ready to discuss specific examples of your past work, especially those involving complex financial cases. This will demonstrate your technical competence and how you can add value to their team.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great way to reiterate your interest in joining their dynamic team.
We think you need these skills to ace Senior Financial Planning Paraplanner. Job in Knaphill LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planning Paraplanner role. Highlight your relevant experience, especially with HNW clients and complex financial planning cases. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Don’t forget to mention your experience with Intelliflo, cashflow planning software, and other tools. We’re keen on candidates who are technically savvy, so make sure to highlight your proficiency in these areas.
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 don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
As a Senior Financial Planning Paraplanner, you'll need to demonstrate your technical competence. Brush up on your financial analysis skills, cashflow modelling, and investment research. Be ready to discuss specific examples from your past experience where you successfully analysed client portfolios or conducted advanced financial analysis.
✨Familiarise Yourself with the Tools
Make sure you're comfortable with the software mentioned in the job description, like Intelliflo and FE Analytics. If you have experience with these tools, be prepared to share how you've used them to support advisers or enhance client outcomes in previous roles.
✨Understand the Client's Needs
Since this role involves working closely with high-net-worth clients, it's crucial to show that you can tailor financial solutions to meet their unique needs. Think about how you've approached complex financial planning cases before and be ready to discuss your thought process during the interview.
✨Stay Updated on Regulations
Compliance is key in financial planning. Make sure you’re up to date with the latest legislation and best practices. During the interview, mention any recent changes in regulations that could impact financial planning and how you ensure compliance in your work.
