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For Companies At a Glance
- Tasks: Support an advisor and client bank, write reports, conduct research, and create cashflow models.
- Company: Join a client-focused financial planning firm dedicated to helping clients achieve financial freedom.
- Benefits: Enjoy remote work options, generous holidays, private medical insurance, and a bonus scheme.
- Why this job: Be part of a growing team that values exceptional service and offers career growth opportunities.
- Qualifications: Level 4 Diploma or equivalent with two years' experience as a Paraplanner required.
- Other info: Birthday off and Christmas closure, plus study support for your professional development.
The predicted salary is between 42000 - 46000 £ per year.
Location: Shrewsbury – Office Based with 1-day WFH after probation
Salary: £42,000 - £46,000 (depending on experience)
We are working with a firm committed to a client centric approach, focusing on helping clients achieve financial freedom and security at every stage of life. They pride themselves on providing exceptional service and maintaining professional relationships.
Therefore, we are seeking a highly motivated and experienced Paraplanner to join a growing financial planning business. This is an excellent opportunity to play a key role while delivering exceptional service to clients and also offers opportunities for career growth.
About the Role
As a Paraplanner, you will be responsible for providing one on one support to a specific advisor and client bank, really building on genuine relationships and providing an exceptional service. You will write reports, conduct research and produce cashflow models. The ideal candidate pays strong attention to detail, is analytical and works with a high level of communication.
Key Responsibilities
- Identify the appropriate information to produce cashflow forecasts.
- Carry out research on a variety of products and providers.
- Ensure alignment with FCA regulations.
- Prepare complex financial planning reports and calculations.
- Build genuine client relationships and provide professional support across Advisors, other Paraplanners, Clients, Providers and other colleagues.
About You
- Level 4 Diploma or equivalent with a minimum of two years’ experience as a Paraplanner.
- Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc.
- Excellent verbal and written communication skills with a keen attention to detail.
- Ability to compose professional and bespoke content for reports and client communications.
Remuneration and Benefits
- A good holiday offering with birthday day off and Christmas/New Year closure and increase after a specific time of service.
- Auto-enrolment pension scheme.
- Private Medical Insurance and Death in Service benefit after probation.
- Discretionary bonus scheme of up to 20% of salary.
- Study and exam support.
- Opportunities for volunteering.
Paraplanner employer: Capio Recruitment
Contact Detail:
Capio Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the financial products and services mentioned in the job description, such as cashflow models and FCA regulations. This knowledge will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former Paraplanners in the industry. They can provide insights into the role and share their experiences, which can be invaluable when preparing for your interview.
✨Tip Number 3
Prepare to discuss specific examples of how you've built client relationships in the past. Highlighting your interpersonal skills and ability to provide exceptional service will resonate well with the hiring team.
✨Tip Number 4
Research the company’s values and client-centric approach. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show that you're a great fit for their culture.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as writing reports, conducting research, and producing cashflow models.
Tailor Your CV: Highlight your relevant experience and skills in your CV. Emphasise your Level 4 Diploma or equivalent, your experience as a Paraplanner, and your proficiency with financial systems like Defaqto and CashCalc.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve financial freedom. Mention specific examples of how you've built genuine client relationships and provided exceptional service in your previous roles.
Proofread Your Application: Ensure your application is free from errors. Pay close attention to detail in your CV and cover letter, as strong written communication skills are essential for this role.
How to prepare for a job interview at Capio Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Familiarise yourself with tools like Defaqto and CashCalc, as being able to discuss these confidently will impress your interviewers.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare for the interview by reviewing your past work and be ready to discuss how you've ensured accuracy in reports and calculations. Highlight specific examples where your attention to detail made a difference.
✨Showcase Your Communication Skills
Since the role involves building genuine client relationships, practice articulating your thoughts clearly. Be prepared to discuss how you tailor your communication style to different clients and colleagues, ensuring everyone understands complex financial concepts.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client situations. Think of examples from your experience where you successfully navigated challenges or provided exceptional service, and be ready to share those stories.
