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.
Locations
Paraplanner in Newport, Wales 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 Newport, Wales
✨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; focus on companies that align with your values and career goals. Check out our website for tailored opportunities that suit your skills and experience in paraplanning. We’ve got your back!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from the interview to remind them of your conversation and reinforce your interest in the role.
We think you need these skills to ace Paraplanner in Newport, Wales
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in cash-flow modelling and research, as well as your understanding of FCA regulations. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail:Since this role involves handling confidential client information and preparing strategy documents, it's crucial to demonstrate your detail-oriented nature. Use specific examples from your past work to show how you've maintained accuracy and confidentiality.
Communicate Clearly:Excellent written communication is key for this position. When drafting your application, ensure that your language is clear and professional. We appreciate a well-structured application that reflects your ability to prepare client documents effectively.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
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 bring examples of your previous work or any relevant documents. This not only demonstrates your experience but also gives you a chance to showcase your attention to detail.
✨Practice Your Communication Skills
As the role involves liaising with advisers and product providers, practice articulating your thoughts clearly and concisely. You might want to prepare answers to common questions about client queries or how you handle confidential information to highlight your communication skills.
✨Show Your Proactivity
Be ready to discuss instances where you've taken initiative in your previous roles. Whether it’s improving a process or going above and beyond for a client, demonstrating your proactive nature will resonate well with the interviewers looking for someone who can support their team effectively.
