At a Glance
- Tasks: Support Advisers by crafting high-quality financial planning reports and conducting technical research.
- Company: Dynamic financial institution focused on client-centric solutions.
- Benefits: Competitive salary, 25 days holiday, exam support, and private healthcare.
- Other info: Clear progression opportunities and a supportive work environment.
- Why this job: Make a real impact in financial planning while advancing your career.
- Qualifications: Experience in financial planning or paraplanning; strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Paraplanner in 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.
Paraplanner. Job in Tenterden LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic financial institution in Tenterden, where we prioritise employee growth and well-being. With a competitive salary, generous benefits including 25 days of annual leave, private medical healthcare, and exam support, we foster a supportive work culture that encourages professional development and collaboration. Experience a fulfilling career as a Paraplanner, contributing to meaningful financial planning solutions while enjoying a balanced work-life environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land 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 join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your skills as a Paraplanner align with their mission. Practise common interview questions and be ready to discuss your experience with technical reports and client-focused solutions.
✨Tip Number 3
Showcase your expertise! Bring along examples of your suitability reports or any cash flow modelling you've done. This will not only demonstrate your skills but also give you a chance to discuss your thought process and how you tackle complex cases.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining our team and ready to make an impact in the financial planning space.
We think you need these skills to ace 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 Attention to Detail:As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work professionally.
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’re considered for the role. Plus, it’s super easy!
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 crafting suitability reports is a key part of the role, prepare examples of your written work. Bring along a report you've created or be ready to discuss your writing process and how you ensure accuracy and compliance.
✨Be Ready for Technical Questions
Expect questions that test your understanding of technical concepts. Review common paraplanning scenarios and think about how you would approach them. This will show your analytical skills and ability to structure advice effectively.
✨Demonstrate Your Team Spirit
This role involves collaborating with Advisers and handling complex cases. Be prepared to share examples of how you've worked in a team before, highlighting your communication skills and how you support others in achieving client objectives.
