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- Tasks: Join a dynamic team to support high-net worth clients with financial planning and analysis.
- Company: Work with a reputable Independent Financial Advisory firm focused on client success.
- Benefits: Enjoy 25 days annual leave, pension, and on-site parking in a supportive environment.
- Why this job: Be part of a collaborative culture that values your input and fosters professional growth.
- Qualifications: Must have DipPFS qualification and at least 3 years of paraplanning experience.
- Other info: This is an office-based role with a Monday to Friday schedule.
We are currently working with an Independent Financial Advisory firm to assist in their recruitment for a Paraplanner. The successful candidate will be reporting into the Managing Director and will work within a small and collaborative team. You will play a pivotal role in providing comprehensive financial planning and assistance to high-net worth clients and will work closely with financial advisers to prepare detailed plans, conduct research and analyse complex financial scenarios.
Make your application after reading the following skill and qualification requirements for this position:
- £40,000 - £55,000
- 25 days annual leave plus 8 bank holidays
- Pension
- Death in service x 3
- Sick pay (after probation) 20 days rolling year
- On-site parking
- Monday to Friday 9am-5pm
- Please note that this is an office-based role
Duties and responsibilities:
- Complex suitability report writing including drawdown, tax free cash and inheritance tax advice
- Review / analyse investment portfolio / asset allocation / risk profile
- Working closely with the Managing Director for technical meeting preparation and fund analysis
- Developing and managing effective systems, processes, and procedures to continuously improve efficiency
- Technical support and assistance to Investment and mortgage administrators to ensure high accuracy
- Establish and maintain strong client relationship management
- Accurately and efficiently support the advisers to enable the achievement of targets
Skills and experience required:
- DipPFS qualified / studying / QBE
- Minimum of 3 years paraplanning experience in a similar environment
- Understanding of investments, pensions, protection planning inheritance tax from a wealth management background
- Understanding of IT systems with knowledge of Intelligent Office, Dynamic Planner and Selectapension desirable
Senior Paraplanner employer: Vanilla Recruitment (UK) Ltd
Contact Detail:
Vanilla Recruitment (UK) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current paraplanners and financial advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as Intelligent Office and Dynamic Planner. Consider taking online courses or tutorials to enhance your skills in these tools, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss your experience with complex suitability report writing during interviews. Be ready to share examples of how you've successfully analysed financial scenarios and provided tailored advice to clients, showcasing your expertise in the field.
✨Tip Number 4
Research the Independent Financial Advisory firm you're applying to. Understand their values, client base, and any recent news. Tailoring your conversation to align with their mission can help you stand out as a candidate who is genuinely interested in contributing to their success.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, particularly any work with high-net worth clients. Emphasise your qualifications, such as DipPFS, and relevant skills in investment analysis and report writing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to conduct complex financial analyses and your collaborative approach within a team.
Highlight Relevant Skills: In your application, clearly outline your skills related to suitability report writing, client relationship management, and technical support. Use examples from your previous roles to illustrate your expertise in these areas.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Vanilla Recruitment (UK) Ltd
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your understanding of complex financial scenarios. Be prepared to discuss your experience with suitability report writing and how you've handled tax-free cash and inheritance tax advice in the past.
✨Highlight Your Collaborative Skills
This role involves working closely with the Managing Director and other team members. Share examples of how you've successfully collaborated in previous roles, particularly in preparing for technical meetings or supporting advisers.
✨Demonstrate Your Client Relationship Management
Strong client relationships are key in this position. Prepare to discuss how you've established and maintained client relationships in your previous roles, and be ready to provide specific examples of how you've added value to clients.
✨Familiarise Yourself with Relevant IT Systems
Knowledge of systems like Intelligent Office, Dynamic Planner, and Selectapension is desirable. If you have experience with these or similar tools, make sure to mention it during the interview, as it shows you're well-prepared for the technical aspects of the role.
