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 a supportive team culture await you.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Previous paraplanning experience and strong analytical skills 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, and opportunities to study for financial qualifications. There is a 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 employer: Alexander Mae (Bristol) Ltd
Join a dynamic team in Clifton, Bristol, where our client offers an exceptional work environment for Paraplanners. With a strong focus on employee growth, you will benefit from opportunities to study for financial qualifications, enjoy a generous pension scheme with a 10% employer contribution, and receive a superb bonus and commission structure. The company fosters a culture of trust and collaboration, ensuring that your contributions are valued while maintaining a healthy work-life balance with the option to work from home one day a week.
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 skills. Be ready to discuss how you've handled client information and prepared strategy documents in the past. Show them you’re detail-oriented and proactive!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each one. It’s all about finding the right fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight your experience in paraplanning and cash-flow modelling. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Be Clear and Concise:When drafting your strategy documents or suitability letters, clarity is key! We appreciate well-structured and easy-to-read applications that get straight to the point while demonstrating your analytical skills.
Showcase Your Attention to Detail:Since this role involves handling confidential client information, it’s crucial to demonstrate your attention to detail. Make sure your application is free from errors and clearly outlines your understanding of compliance procedures.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role without any hiccups!
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 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 Communication Skills
You'll need to liaise with advisers and product providers, so practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your verbal communication skills, especially when discussing complex financial concepts.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client strategy documentation and how they handle compliance. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
