At a Glance
- Tasks: Support Advisers by crafting high-quality financial reports and conducting technical research.
- Company: Dynamic financial institution in Tenterden with a focus on client-centric solutions.
- Benefits: Competitive salary, 25 days holiday, exam support, private healthcare, and annual bonuses.
- Other info: Clear progression opportunities and a commitment to inclusivity and diversity.
- Why this job: Make a real impact in financial planning while advancing your career in a supportive environment.
- Qualifications: Experience in financial planning or paraplanning; strong communication and detail-oriented skills.
The predicted salary is between 30000 - 40000 £ per year.
Paraplanner Tenterden, Kent
Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm.
Salary: competitive salary depending on experience.
Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required.
Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you!
About the Role
We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise.
Key Responsibilities
- Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning.
- Analysing client information and conducting comprehensive technical research.
- Structuring advice that aligns with client objectives and adheres to FCA requirements.
- Maintaining precise client records and workflows using Salesforce.
- Producing cash flow modelling and planning illustrations when necessary.
- Assisting Advisers with pre and post meeting preparations.
- Collaborating on complex planning cases and addressing technical queries.
- Staying updated on regulatory and legislative changes.
Skills & Experience
Essential:
- Experience within a UK financial planning or paraplanning environment.
- Strong understanding of the regulated advice process.
- Excellent written communication skills with a keen eye for detail.
- Ability to juggle multiple cases and meet deadlines.
- Proficient in using Salesforce or similar CRM systems.
Desirable:
- Experience independently writing suitability reports.
- In-depth knowledge of pensions and retirement planning.
- Familiarity with cash flow planning software.
Qualifications
Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent). Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience. Exam support and study funding available where required.
Whats on Offer
- Competitive salary based on experience.
- Exam funding and study support.
- Clear progression opportunities to elevate your career.
- A supportive and professional working environment.
If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration.
Office Angels is an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Financial Paraplanner. Job in Tenterden LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic financial institution in Tenterden as a Financial Paraplanner, where you will benefit from a supportive work culture that prioritises professional growth and development. With competitive salaries, generous leave policies, and exam support, we empower our employees to excel in their careers while enjoying a balanced work-life environment. Our commitment to inclusivity ensures that every team member can thrive and contribute meaningfully to our clients' financial success.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Paraplanner. Job in Tenterden LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show how your skills align with their mission. Practise common interview questions and think of examples from your experience that highlight your expertise as a Paraplanner.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to remind them why you’re the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and eager to join our team. Let’s get you that Paraplanner position!
We think you need these skills to ace Financial Paraplanner. Job in Tenterden LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications. 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 the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since this role involves a lot of technical work, make sure to mention your experience with Salesforce or similar CRM systems. We’re keen to see how you’ve used these tools in your previous roles.
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 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 knowledge of financial planning, especially around pensions and retirement. Familiarise yourself with the FCA requirements and be ready to discuss how you've applied this in your previous roles.
✨Showcase Your Writing Skills
Since you'll be crafting suitability reports, it’s crucial to demonstrate your excellent written communication skills. Bring examples of your past reports or be prepared to discuss how you approach report writing during the interview.
✨Be Ready for Technical Questions
Expect questions that test your understanding of technical concepts and your ability to analyse client information. Brush up on cash flow modelling and be ready to explain how you would structure advice based on client objectives.
✨Demonstrate Team Spirit
This role involves collaborating with Advisers and handling complex cases. Be prepared to share examples of how you've worked effectively in a team, supported colleagues, and contributed to achieving common goals.
