Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to create financial plans and support Independent Financial Advisers.
- Company: Bartlett Wealth Management is a friendly, fast-paced firm focused on client success.
- Benefits: Enjoy hybrid working options and a collaborative team environment.
- Why this job: Make a real impact by helping clients achieve their financial goals with your expertise.
- Qualifications: Experience as a Paraplanner and strong attention to detail are essential.
- Other info: This role is key to our business, offering growth and development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Job Description Salary: Dependent on experience Location: Horsforth, Leeds based Head Office but hybrid working available. Role: Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as part of a fast paced, friendly team, you will prepare written advice and provide technical support to a team of Independent Financial Advisers. This is a key role within our business, and we are looking for an efficient and focused individual who prides themselves on attention to detail, is highly organised and works to standards in line with our client values. The role will include but is not limited to: Analysing a client’s objectives and circumstances to identify holistic financial planning needs and opportunities. You’ll work collaboratively with Advisers to get the best outcome for our clients. Undertaking high quality technical research and administrative tasks to support to our team of Advisers. Bespoke fund and portfolio research on clients’ existing portfolios. Carrying out whole of market research for non-CIP products and so…
Paraplanner employer: Bartlett Group
Contact Detail:
Bartlett Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial planning tools and software that are commonly used in the industry. Being proficient in these tools can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 2
Network with current or former Paraplanners and Independent Financial Advisers. They can provide valuable insights into the role and may even refer you to opportunities within their firms, including ours at StudySmarter.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession and your potential value to our team.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported financial advisers in the past. Highlighting your experience with technical research and client analysis will showcase your ability to contribute effectively to our team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, such as attention to detail and technical research capabilities.
Tailor Your CV: Customize your CV to highlight relevant experience in financial planning and support roles. Emphasize your organizational skills and any previous work with Independent Financial Advisers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work collaboratively with a team. Mention specific examples of how you've successfully supported advisers in the past.
Highlight Technical Skills: Make sure to include any technical skills or software knowledge that is relevant to the role. This could include experience with financial planning tools or portfolio management systems.
How to prepare for a job interview at Bartlett Group
✨Show Your Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, provide examples of how you've ensured accuracy in your previous work, whether it's in preparing financial plans or conducting research.
✨Demonstrate Your Technical Knowledge
Be prepared to discuss your understanding of financial planning and investment products. Brush up on current market trends and be ready to explain how you would approach a client's financial needs.
✨Highlight Your Collaborative Skills
Since you'll be working closely with Independent Financial Advisers, share experiences where you've successfully collaborated with others. Emphasize your ability to communicate effectively and contribute to team goals.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills. Think about potential client scenarios and how you would analyze their objectives and recommend solutions. This will showcase your analytical abilities.
