Paraplanner Cover Letter

Paraplanner Cover Letter

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15 Paraplanner cover letter templates

What to include in a Cover Letter
1
Company Address
2
Salutation
3
Compelling Details
4
Respectful Closing

How to Write the Paraplanner Cover Letter

57667 McClure Parks
Wardmouth, MS 85358-4112
Dear Avery Jaskolski,

I submit this application to express my sincere interest in the paraplanner position.

In the previous role, I was responsible for ongoing financial advice to your growing client base covering a broad range of topics: pension and investment accumulation (pension contributions, carry forward, lifetime allowance (LTA) planning), tax-efficient cash flow strategies (tax wrappers, allowances and exemptions), and later life planning (estate and IHT planning, offshore bonds and trusts).

Please consider my experience and qualifications for this position:

  • Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisors under direct supervision of more senior Paraplanners and Advisors
  • Aware of the office business plans and understands how role supports the office/team in achieving its goals
  • Supports colleagues with client interaction and by developing an awareness of client management and advice processes
  • Supports preparation of client review and new client meetings
  • Supports client delivery under the guidance of Financial Advisors/Planners
  • Actively developing product and industry knowledge
  • Experience using Coin (or similar) Financial Planning software outstanding written and verbal communication skills
  • CII qualified or working towards qualification

I really appreciate you taking the time to review my application for the position of paraplanner.

Sincerely,

Gray Cassin

Responsibilities for Paraplanner Cover Letter

Paraplanner responsible for insight and recommendations to effectively use key digital tools that help lead to results in practice.

Computer literate Excel, Word, PowerPoint, Outlook, Morningstar
Basic knowledge of financial principles, retirement products or financial planning
Handle other administrative duties in a timely manner
Discuss client objectives with the Adviser during debrief
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser
Submit paperwork when advice taken up in accordance with Company procedures
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business
Analyses client’s aims and needs to construct solutions as a tool for advisors to communicate to clients

Paraplanner Examples

Example #1

Example of Paraplanner Cover Letter

90801 Abernathy Village
Wmhaven, MN 40836
Dear Baylor Sauer,

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

Thank you for your time and consideration.

Sincerely,

Tatum Cronin

Example #2

Example of Paraplanner Cover Letter

114 Buckridge Ports
South Juliotown, FL 52631
Dear Campbell Johns,

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

Thank you in advance for taking the time to read my cover letter and to review my resume.

Sincerely,

Dallas Gorczany

Example #3

Example of Paraplanner Cover Letter

28994 Watsica Court
New Bennie, MN 75870
Dear Rowan White,

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

Thank you in advance for taking the time to read my cover letter and to review my resume.

Sincerely,

Drew Stokes

Example #4

Example of Paraplanner Cover Letter

415 Donnie Cliff
Pollichstad, NY 53174
Dear Alexis Wisoky,

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

Thank you in advance for reviewing my candidacy for this position.

Sincerely,

Justice Cummings

Example #5

Example of Paraplanner Cover Letter

3944 Lavelle Knoll
Scottieburgh, PA 65511-8426
Dear Azariah Botsford,

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

Thank you for considering me to become a member of your team.

Sincerely,

Dylan Zulauf

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