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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 in Kettering.
- Benefits: Enjoy 25 days annual leave, pension, and on-site parking.
- Why this job: Be part of a collaborative culture that values your input and growth.
- Qualifications: Must be DipPFS qualified with at least 3 years of paraplanning experience.
- Other info: This is an office-based role with Monday to Friday working hours.
The predicted salary is between 34000 - 46000 £ per year.
We are currently working with an Independent Financial Advisory firm to assist in their recruitment for a Senior 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.
Salary: £40,000 - £55,000
Benefits:
- 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
- Working hours 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
- Excellent interpersonal skills, working with positivity and a drive for results
Senior Paraplanner in Kettering employer: Vanilla Recruitment
Contact Detail:
Vanilla Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Kettering
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working as paraplanners or financial advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨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 and demonstrate your commitment to mastering these tools.
✨Tip Number 3
Prepare for the interview by researching common financial planning scenarios and case studies. Be ready to discuss how you would approach complex suitability report writing and client relationship management, showcasing your analytical and interpersonal skills.
✨Tip Number 4
Showcase your understanding of current market trends and regulations in the financial advisory space. Being knowledgeable about recent changes can set you apart and demonstrate your proactive approach to staying informed in the industry.
We think you need these skills to ace Senior Paraplanner in Kettering
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: In your cover letter, explain why you are interested in the Senior Paraplanner role specifically at this Independent Financial Advisory firm. Mention your experience in preparing complex suitability reports and your ability to work collaboratively within a team.
Showcase Relevant Skills: Highlight your understanding of financial planning, investments, and tax implications in your application. Mention any familiarity with IT systems like Intelligent Office or Dynamic Planner, as these are desirable for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Vanilla Recruitment
✨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 financial advisers and the Managing Director. Share examples of how you've successfully collaborated in previous roles, focusing on teamwork and communication to achieve common goals.
✨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 the past, and be ready to provide specific examples of how you've added value to clients' financial planning.
✨Prepare for Technical Questions
Expect questions about your knowledge of investments, pensions, and protection planning. Brush up on relevant IT systems like Intelligent Office and Dynamic Planner, and be ready to explain how you've used these tools to improve efficiency in your work.
