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 a focus on professional growth.
- 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 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 development, a supportive work culture, and competitive benefits including a salary up to £50,000, 25 days holiday, and opportunities for career advancement, this role offers a meaningful and rewarding career path in financial planning.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner. Job in Knaphill LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Senior Paraplanner role!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with advanced financial analysis and cashflow modelling. We want them to see how you can add value to their team right from the get-go!
✨Prepare for Interviews
Do your homework on the company and its services. Be ready to discuss how your skills align with their needs, especially around HNW clients and complex financial cases. Confidence is key, so practice those answers!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Paraplanner. Job in Knaphill LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with financial analysis, cashflow modelling, and any relevant software like Intelliflo. We want to see how your skills match 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 professional but let your personality come through – we love a bit of character!
Showcase Relevant Experience:When detailing your experience, focus on your work with HNW clients and complex financial cases. We’re keen to see examples of how you've supported advisers and prepared suitability reports. Make it clear how you can add value to our team!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re proactive – a quality we admire!
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, especially around investments, pensions, and IHT. Familiarise yourself with the tools mentioned in the job description, like Intelliflo and cashflow planning software, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past work as a Paraplanner that highlight your analytical skills and ability to support Financial Advisers. Think about complex cases you've handled and be ready to explain your thought process and the outcomes.
✨Ask Smart Questions
Demonstrate your interest in the role by preparing insightful questions about the company’s approach to wealth management and their investment strategies. This shows you're not just looking for any job, but that you're genuinely interested in contributing to their team.
✨Be Personable
Remember, this is a client-focused role, so being personable is key. Practice your communication skills and be ready to discuss how you build relationships with clients and colleagues alike. A friendly, professional demeanour can go a long way in making a great impression.
