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.
On behalf of our client, we are seeking a Paraplanner. This 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 our client is seeking someone with previous Paraplanning experience. Their 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.
- Strong understanding of FCA and data protection regulations, with a track record of adhering to strict confidentiality standards.
- Excellent written and verbal communication skills for preparing client documents and liaising with advisers and product providers.
- Proficiency with financial software, Microsoft Office suite and CRM systems such as Salesforce.
The Benefits:
- 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: Clifton, Bristol with 1 day from home if required
The Hours: Monday - Friday 9am - 5pm
The Salary: Depending on experience.
Paraplanner employer: Alexander Mae (Bristol) Ltd
Join a dynamic team in Clifton, Bristol, where our client prioritises employee growth and development through opportunities for financial qualifications and a supportive work culture. With a strong emphasis on confidentiality and compliance, this role as a Paraplanner offers a competitive salary, generous benefits including a 10% pension contribution, and the flexibility of working from home one day a week, making it an excellent choice for those seeking a meaningful career in financial services.
Contact Details:
Alexander Mae (Bristol) Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨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 trustworthiness is key in this role.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with financial software and CRM systems like Salesforce. Being able to demonstrate your proficiency can set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Paraplanner
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 compliance.
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 shows you're proactive and keen to join our team!
How to prepare for a job interview at Alexander Mae (Bristol) Ltd
✨Know Your Numbers
As a Paraplanner, you'll be dealing with cash-flow modelling and financial data. Brush up on your numerical skills and be ready to discuss how you've used these in previous roles. Prepare examples of how you've analysed data and produced forecasts.
✨Master the Compliance Game
Understanding FCA regulations and data protection is crucial. Familiarise yourself with these guidelines and be prepared to discuss how you’ve adhered to them in past positions. Show that you take confidentiality seriously and can handle sensitive information responsibly.
✨Communicate Clearly
You'll need to draft strategy documents and liaise with advisers, so strong communication skills are a must. Practice explaining complex financial concepts in simple terms. Bring along samples of your written work if possible, as this can showcase your ability to communicate effectively.
✨Show Your Proactivity
Being proactive is key in this role. Think of instances where you've taken the initiative to improve processes or support your team. Be ready to share these examples during the interview to demonstrate your commitment to going above and beyond.
