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- Tasks: Support Financial Planners with research, analysis, and client reporting.
- Company: Join a well-established Financial Management company in Cardiff.
- Benefits: Enjoy a 4-day work week, 28 days holiday, and private medical insurance.
- Why this job: Be part of a supportive team with opportunities for growth and a positive work culture.
- Qualifications: Experience in financial planning, GCSEs in Maths and English, and strong IT skills required.
- Other info: Must be a driver due to location; salary around £50k based on experience.
The predicted salary is between 30000 - 70000 £ per year.
A fantastic opportunity to join an established Financial Management company in Cardiff as a Paraplanner on a permanent basis.
In this key role, you will technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports.
Location: On the outskirts of Cardiff. Due to location, you will need to be a driver.
Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!)
What you\’ll be doing:
- Preparation of all client cashflows ready for monthly and annual meetings.
- Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting.
- Provide appendices, illustrations, applications and key features documentation for suitability letters and reports.
- Contacting third parties and suppliers to gather relevant information.
- Implementing agreed actions from Authority to Proceed notifications.
- Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions.
- Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances.
- Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team.
What we\’re looking for:
- Strong experience working within a financial planning environment.
- Ability to work efficiently under own initiative with excellent attention to detail.
- GCSEs Grades (A-C/1-3) in Mathematics and English.
- Certificate in Financial Planning or equivalent, or prepared to study to level 6.
- Strong IT skills including Microsoft Office, Excel and financial software.
- Excellent telephone manner with a strong focus on customer service.
Salary & Benefits:
Salary will be circa 50k depending on experience.
A fantastic benefits package including –
- 4 day working week.
- 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week).
- 1 week off for Christmas, not taken from your annual leave entitlement.
- Company pension scheme (after 3 months).
- Private Medical Insurance (after 12 months).
- Summer & Christmas bonus based on company performance.
- Team away days and social events throughout the year.
- Supporting, friendly team with opportunities to progress.
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Paraplanner in City employer: Focus Resourcing
Contact Detail:
Focus Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in City
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software. Being well-versed in these technologies will not only boost your confidence but also demonstrate your commitment to staying current in the industry.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as Paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your analytical skills and attention to detail. This will help you stand out during interviews.
✨Tip Number 4
Research the company’s values and recent projects. Tailoring your conversation to align with their goals can show that you’re genuinely interested in contributing to their success.
We think you need these skills to ace Paraplanner in City
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, such as a Certificate in Financial Planning. Use specific examples to demonstrate your skills in data analysis and client reporting.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ability to work independently and your attention to detail, as these are key traits they are looking for.
Highlight Relevant Skills: In your application, emphasise your strong IT skills, particularly with Microsoft Office and financial software. Provide examples of how you've used these tools in previous roles to support financial planners.
Show Enthusiasm for the Role: Express your excitement about the opportunity to work in a supportive team environment and your willingness to contribute to investment committee meetings. This will show that you are not only qualified but also genuinely interested in the position.
How to prepare for a job interview at Focus Resourcing
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge and be prepared to discuss relevant concepts. Highlight any experience you have in preparing client reports or conducting research, as this will demonstrate your suitability for the role.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, be ready to provide examples of how you've maintained attention to detail in previous positions. You might want to mention specific instances where your meticulousness led to positive outcomes.
✨Prepare for Technical Questions
Expect technical questions related to financial planning tools and software. Familiarise yourself with common financial software and be ready to discuss how you've used these tools in your past roles.
✨Emphasise Your Customer Service Skills
Given the importance of client interaction in this role, prepare to discuss your customer service experience. Share examples of how you've effectively communicated with clients and resolved their issues, showcasing your excellent telephone manner.
