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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 flexibility and a supportive team environment.
- Why this job: Be part of a company that values personal touch and client relationships.
- Qualifications: Must have Level 4 Paraplanning Certificate and 2 years' experience in financial services.
- Other info: Immediate consideration for applicants with relevant paraplanning experience.
The predicted salary is between 30000 - 42000 £ 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.
Paraplanner employer: Advancing People Recruitment
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 specific financial products and services offered by our client. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common paraplanning scenarios. Think about how you would handle client data, compliance issues, and report writing to showcase your skills effectively.
✨Tip Number 4
Research the latest trends and regulations in the financial services industry. Being knowledgeable about current developments will show that you are proactive and committed to staying informed in your field.
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, focus on your previous roles within the financial services sector. Provide 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 errors or typos. 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 concepts to clients or colleagues in the past. This will demonstrate your ability to support financial planners and engage with clients.
✨Highlight Your Analytical Proficiency
Since the role requires financial analysis, come ready to discuss specific examples of how you've conducted financial analyses in previous roles. Mention any tools or methodologies you used to ensure accuracy and compliance with regulatory requirements.
✨Demonstrate Attention to Detail
Attention to detail is crucial in paraplanning. Prepare to share instances where your meticulous nature helped avoid errors or improved processes. This will reassure the interviewer of your capability to handle client data and reports accurately.
✨Prepare Questions About the Company
Show your interest in the company by preparing thoughtful questions about their approach to client relationships and team dynamics. This not only demonstrates your enthusiasm for the role but also helps you assess if the company culture aligns with your values.
