At a Glance
- Tasks: Support Financial Planners by analysing client needs and creating tailored financial solutions.
- Company: Reputable wealth management firm with a strong team and loyal client base.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous annual leave.
- Other info: Enjoy flexible benefits and excellent career growth opportunities.
- Why this job: Join a talented team and develop your financial planning skills in a supportive environment.
- Qualifications: Diploma in Financial Planning and four years of industry experience preferred.
The predicted salary is between 40000 - 50000 £ per year.
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values.
The role
As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You’ll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.
Responsibilities
- Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data
- Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
- Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
- Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- Client Relationship Building - servicing client day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
- Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
- Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan
Requirements
- Chartered Financial Planner status preferable or willingness to work towards
- A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
- Four years industry experience preferable
- Excellent administrative, research, report writing and communication skills
- Excellent analytical skills with a preference for working in a structured, planned manner
- Ongoing self-development to maintain appropriate level of CPD for role
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from
Experienced Paraplanner. Job in Norwich LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a reputable wealth management firm in Norwich that values professional growth and client-centric service. With a supportive team of experienced professionals, you will have access to extensive industry knowledge and resources, ensuring a fulfilling career as a Paraplanner. Enjoy competitive benefits, including a generous pension scheme, private medical insurance, and flexible working options, all within a collaborative and dynamic work culture.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Paraplanner. Job in Norwich LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up LinkedIn. The more you engage with others, the better your chances of landing that Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your analytical skills and experience in financial planning. Make sure they know you’re the perfect fit for their team.
✨Ask Questions
During interviews or networking chats, ask insightful questions about the firm’s approach and values. This shows you’re genuinely interested and helps you figure out if it’s the right place for you.
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying through us gives you a better shot at getting noticed by the right people in the industry!
We think you need these skills to ace Experienced Paraplanner. Job in Norwich LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your analytical skills, report writing, and any relevant qualifications to show us you’re the right fit!
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 your values align with our client’s ethos. Keep it engaging and personal!
Showcase Your Experience:Don’t just list your past jobs; tell us about specific projects or tasks where you’ve excelled. We want to see how you’ve contributed to client relationships and compliance in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates!
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 cash flow models and compliance. Being able to discuss specific strategies or recent regulatory changes will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Showcase Your Experience
Prepare examples from your past roles where you've successfully supported Financial Planners or built client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewers to see your impact.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth management or how they support ongoing professional development. This shows your genuine interest in the role and helps you assess if the company aligns with your values.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who fits their ethos, so being authentic can help them see how you'd mesh with the existing team.
