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 in Bristol employer: Alexander Mae (Bristol)
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 commitment to maintaining client confidentiality and a focus on collaboration, this role as a Paraplanner offers a rewarding environment with competitive benefits, including a generous pension scheme and a superb bonus structure. Experience the perfect balance of professional fulfilment and personal well-being in a location that values both your contributions and your work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Alexander Mae (Bristol). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Alexander Mae (Bristol).
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Alexander Mae (Bristol)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Alexander Mae (Bristol)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Alexander Mae (Bristol).
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Alexander Mae (Bristol) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Alexander Mae (Bristol) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
