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 35000 - 45000 £ 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
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 offers a supportive work culture. As a Paraplanner, you will benefit from competitive salaries, private medical insurance, and a generous pension scheme, alongside opportunities for ongoing development and a flexible working environment. With a talented team and a loyal client base, this role provides a meaningful chance to enhance your financial planning expertise while contributing to exceptional client experiences.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Norwich LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at the wealth management firm. A friendly chat can sometimes lead to a referral, which is golden when it comes to landing that Paraplanner role.
✨Tip Number 2
Prepare for the interview by brushing up on your financial planning knowledge. Be ready to discuss how you can contribute to their holistic approach and client relationships. Show them you’re not just another candidate, but someone who truly gets their ethos and values.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got all the resources you need to make your application stand out. Plus, it’s a great way to show you’re serious about joining the team and are keen to be part of their success story.
We think you need these skills to ace 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 firm’s ethos. Keep it concise but engaging!
Showcase Your Experience:Don’t just list your previous jobs; tell us about specific projects or tasks where you’ve excelled. We want to see how your four years of industry experience can benefit our team!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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. Familiarise yourself with the latest industry trends and regulations, as this will show that you're proactive and serious about the role.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've used your analytical skills in previous roles. Think about times when you developed financial solutions or conducted thorough client analyses, and be ready to explain your thought process.
✨Build Rapport
Since client relationship building is key for a Paraplanner, practice how you'll connect with potential clients. Be friendly and approachable during the interview, and think about how you can demonstrate your communication skills effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to wealth management and their team dynamics. This not only shows your interest but also helps you gauge if their ethos aligns with yours, which is crucial for a good fit.
