At a Glance
- Tasks: Support financial advisers with cash-flow modelling and client strategy documentation.
- Company: Join a reputable financial services firm in a collaborative environment.
- Benefits: Enjoy 20 days holiday, pension contributions, and study opportunities for financial qualifications.
- Other info: Flexible working options and excellent career growth potential.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Previous paraplanning experience and strong attention to detail required.
The predicted salary is between 35000 - 45000 £ per year.
The role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research.
Responsibilities will include:
- Prepare and maintain electronic client files in line with compliance procedures.
- Draft strategy documents and suitability letters based on adviser recommendations.
- Complete application forms and online business submissions.
- Update client strategy documents as instructed.
- Receive and act on instructions from advisers following client meetings.
- Analyse data and produce cash-flow forecasts, research summaries and product comparisons.
- Liaise with product providers to obtain client asset information.
- Compile quotes for protection business and submit transfer business.
- Respond to client queries regarding withdrawals, fund switching and pension drawdown.
- Support the Client Services team with meeting packs, presentations and post-meeting updates.
The person for this role should have previous Paraplanning experience. The ideal candidate is highly trustworthy, detail-oriented and proactive, with a strong commitment to maintaining client confidentiality. Proven experience in financial services or paraplanning, including cash-flow modelling and research analysis is required. A strong understanding of FCA and data protection regulations, with a track record of adhering to strict confidentiality standards is essential. Excellent written and verbal communication skills for preparing client documents and liaising with advisers and product providers are necessary. Proficiency with financial software, Microsoft Office suite and CRM systems such as Salesforce is also important.
The benefits include:
- 20 days plus bank holiday (additional holiday at Christmas)
- Pension (10% employer contribution)
- Parking Permit
- Opportunities to study for financial qualifications
- Superb bonus & commission
The location is Clifton, Bristol with 1 day from home if required. The hours are Monday to Friday 9am to 5pm. The salary is depending on experience.
Paraplanner in Bath employer: Alexander Mae (Bristol) Ltd
Join a dynamic team in Clifton, Bristol, where we prioritise employee growth and development. As a Paraplanner, you will benefit from a supportive work culture that values trust and confidentiality, alongside competitive perks such as a generous pension scheme, additional holiday during Christmas, and opportunities for further financial qualifications. With a focus on collaboration and innovation, this role offers a meaningful career path in the financial services sector, making it an excellent choice for those seeking rewarding employment.
Contact Details:
Alexander Mae (Bristol) Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your cash-flow modelling and research analysis skills. Be ready to discuss how you've handled confidential client information in the past, as this will show your commitment to maintaining client confidentiality.
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can give you a better chance of standing out from the crowd.
✨Tip Number 4
Show off your tech skills! Make sure you're comfortable with financial software and CRM systems like Salesforce. Being proficient in these tools can really set you apart and demonstrate your readiness for the role.
We think you need these skills to ace Paraplanner in Bath
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight your experience in paraplanning, cash-flow modelling, and client strategy documentation. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant experience!
Be Clear and Concise:When drafting your documents, clarity is key! Use straightforward language and get straight to the point. We appreciate well-structured applications that are easy to read, so keep it professional yet approachable.
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is crucial. Make sure your application is free from typos and errors. We’re looking for candidates who can maintain high standards, so double-check everything before hitting send!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be good to go!
How to prepare for a job interview at Alexander Mae (Bristol) Ltd
✨Know Your Stuff
Make sure you brush up on cash-flow modelling and research analysis. Familiarise yourself with the latest FCA regulations and data protection standards, as these are crucial for the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Prepare Your Documents
Since you'll be drafting strategy documents and suitability letters, it’s a good idea to prepare a few examples of your previous work. This will not only demonstrate your writing skills but also your attention to detail and understanding of compliance procedures.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions related to paraplanning, such as how you handle confidential information or how you approach cash-flow forecasts. This will help you articulate your thoughts clearly during the actual interview.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the tools they use for financial modelling, or how they support ongoing professional development. This shows your genuine interest in the role and the company.
