At a Glance
- Tasks: Support financial advisers with cash-flow modelling and client strategy documentation.
- Company: Dynamic financial services firm in Clifton, Bristol.
- Benefits: 20 days holiday, pension contributions, study opportunities, and a superb bonus scheme.
- Other info: Flexible working options and a supportive environment for career growth.
- Why this job: Join a trusted team and make a real difference in clients' financial journeys.
- Qualifications: Previous paraplanning experience and strong analytical skills required.
The predicted salary is between 35000 - 45000 £ per year.
The Role:
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 we prioritise employee growth and development. As a Paraplanner, you will benefit from a supportive work culture that values trust and confidentiality, alongside competitive benefits such as a generous pension scheme 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, allowing you to make a real impact while enjoying a balanced work-life environment.
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 your previous experience and how it aligns with the responsibilities of the role. We want to see that you can handle confidential information with ease!
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight specific examples where you've maintained compliance and confidentiality in your past roles. This will demonstrate that you're the trustworthy candidate we're looking for.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Read the Job Description Carefully:Before you start your application, make sure to read through the job description thoroughly. We want to see that you understand what we're looking for in a Paraplanner, so take note of the key responsibilities and skills required.
Tailor Your CV and Cover Letter:When applying, don’t just send a generic CV. We love it when candidates tailor their applications to highlight relevant experience, especially in cash-flow modelling and client strategy documentation. Show us how your background fits the role!
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is crucial. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and accurately.
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 makes the process smoother for everyone involved!
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 even create mock documents. This will demonstrate your attention to detail and your ability to produce high-quality client documentation.
✨Practice Your 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 using online resources to refine your verbal communication skills. Remember, clear communication is key in this role!
✨Show Your Proactivity
Be ready to discuss how you've taken initiative in past roles, especially in handling confidential information or improving processes. Employers love candidates who can demonstrate a proactive approach, so think of specific examples that highlight your problem-solving skills.
