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- Tasks: Support financial planners by preparing reports and conducting financial analysis.
- Company: Join a multi-sited client in the independent financial advice sector.
- Benefits: Enjoy a full-time hybrid role with a personal touch in client service.
- Why this job: Be part of a supportive team that values communication and client relationships.
- Qualifications: Level 4 Paraplanning Certificate or working towards it, plus 2 years' experience.
- Other info: Immediate consideration for applicants with relevant paraplanning experience.
The predicted salary is between 36000 - 60000 £ per year.
Are you a paraplanner looking for your next long term role in the Chester area? If so, our multi-sited client within the independent financial advice sector is keen to hear from you!
This is a full-time hybrid on-site role for a Paraplanner located in the Chester Area. You will be responsible for supporting financial planners in preparing client reports, conducting financial analysis, researching investment options and assisting in developing financial plans.
Day-to-day tasks will include gathering client data, processing and analysing information and ensuring compliance with regulatory requirements.
We are looking for a great communicator with hands-on paraplanning experience who thrives on supporting a business and its clients. Our client prides itself on the personal touch they deliver and you will play a key part in this.
More Detail:
- Proficiency in financial analysis and analytical skills
- Level 4 Paraplanning Certificate (or working towards)
- Excellent report writing skills
- Ability to work independently and as part of a team
- Strong attention to detail and organisational skills
- 2 years' experience within the financial services sector
Apply now in complete confidence for immediate consideration, if you have the paraplanning experience our client is looking for, or contact Dominic Quirke directly at Advancing People.
Contact Detail:
Advancing People Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as paraplanners. Attend industry events or join online forums to connect with potential colleagues and learn about job openings.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that requires compliance with regulatory requirements.
✨Tip Number 3
Prepare to discuss specific examples of your paraplanning experience during interviews. Highlight situations where you successfully supported financial planners, conducted thorough analyses, or improved client satisfaction through your work.
✨Tip Number 4
Research the company culture of the organisation you're applying to. Understanding their values and how they deliver a personal touch can help you tailor your approach and show that you're a great fit for their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant skills. Emphasise your proficiency in financial analysis, report writing, and any qualifications like the Level 4 Paraplanning Certificate.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the role. Mention your hands-on experience and how you can contribute to the personal touch the company values.
Highlight Relevant Experience: In your application, clearly outline your previous roles within the financial services sector. Include specific examples of how you've supported financial planners and ensured compliance with regulatory requirements.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail, which is crucial for a paraplanner.
How to prepare for a job interview at Advancing People Recruitment
✨Showcase Your Communication Skills
As a paraplanner, strong communication is key. Be prepared to discuss how you've effectively communicated complex financial information to clients or colleagues in the past. Use specific examples to demonstrate your ability to convey information clearly and concisely.
✨Highlight Your Analytical Proficiency
Since the role requires financial analysis, be ready to talk about your experience with data analysis and investment research. Discuss any tools or software you’ve used and how they helped you in your previous roles. This will show your potential employer that you have the necessary skills for the job.
✨Demonstrate Attention to Detail
Attention to detail is crucial in paraplanning. Prepare to provide examples of how you've ensured accuracy in your work, whether it’s through report writing or compliance checks. This will reassure the interviewer that you can maintain high standards in your tasks.
✨Prepare Questions About the Company
Research the company and prepare thoughtful questions to ask during the interview. This shows your genuine interest in the role and helps you understand how you can contribute to their mission. It also gives you a chance to assess if the company culture aligns with your values.
