Paraplanner Cover Letter

I am excited to be applying for the position of paraplanner. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for required compliance documentation and monitor accounts for client account investment guidelines violations, updates and changes.

My experience is an excellent fit for the list of requirements in this job:

• Completion of Diploma of Financial Services (DFP) and willingness to complete the Advanced Diploma of Financial Services
• Preferably experience in a Paraplanning Role
• Preferably experience in using COIN software
• Very organised
• Sound knowledge and experience with holistic financial plans
• Knowledge of the financial planning industry and legislative framework
• A passion for quality advice, accuracy and timeliness
• Supporting practitioners by providing high quality financial planning services to new & existing clients

In response to your job posting for paraplanner, I am including this letter and my resume for your review.

In my previous role, I was responsible for assistance to the trading desk for all transactions including, but not limited to, individual equities, mutual funds, ETFs, variable annuities and managed accounts.

Please consider my experience and qualifications for this position:

• Detailed technical knowledge across a broad range of financial planning strategies and holistic financial planning
• Industry/related experience is preferred
• VA Life, Accident & Health License (LAH) is also necessary
• Progression with either Regulated Diploma in Financial Planning (CII) – Level 4 or Diploma in Financial Planning
• Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients
• Support colleagues with client interaction and by developing an awareness of client management and advice processes
• Support preparation of client review and new client meetings
• Support client delivery under the guidance of Financial Advisors/Planners

I would like to submit my application for the paraplanner opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for insight on effective use of key tools (website, social media, email, etc.).

My experience is an excellent fit for the list of requirements in this job:

• Insurance Licenses – State Life and Health
• DFP or progressing towards completion of DFP (or equivalent)
• Excellent working knowledge of software such as Visiplan and XPlan
• Proven experience in a similar role dealing with mid-high net worth individuals
• Knowledge of corporate superannuation will be highly regarded
• Strong attention to detail and high accuracy in own work
• Initiative, drive and resilience in working in a quick-paced, team-oriented environment
• Strong analytical and problem-solving skills, with critical thinking know-how that converts core issues into workable solutions

I am excited to be applying for the position of paraplanner. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for support with Incoming member account service inquiries (email, phone) and respond in a timely manner to implement client service model and ensure client satisfaction.

Please consider my experience and qualifications for this position:

• A self-starter able to work with minimal supervision, prioritise workflow and manage multiple tasks simultaneously
• Willingness to obtain licenses
• Warm and professional demeanor
• Superb organizational and follow-through skills
• The Senior Paraplanner will manage the entire process from first point of contact from a new client to undertaking business, ensuring all other relevant staff are engaged, follow and develop robust company procedures and protocol and produce relevant and accurate documentation at each stage of the process
• To provide financial planning advice to clients introduced by Private Bankers
• Previous experience of working within an IFA or similar high net worth environment with a good knowledge of pension transfers, investment, SIPP’s, post retirement and Inheritance tax planning
• Pension Transfer Specialist experience preferential

Please consider me for the paraplanner opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for excellent client service when helping to resolve issues, questions or problems with clients and other professionals.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Actively develop product and industry knowledge
• To be an additional point of contact at Cazenove Capital when Bob Hair or the portfolio managers in Edinburgh are unavailable
• To develop a relationship of trust with clients
• To attend client meetings with Bob Hair and gain a broad understanding of the advisory process
• To strengthen Cazenove Capital’s relationships with clients
• To keep detailed meeting notes of key issues discussed
• To assist Bob Hair in assessing available options and solutions for clients
• To handle other administrative duties in a timely manner