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 fantastic 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 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 to Friday 9am to 5pm.
The Salary: Depending on experience.
Paraplanner in Bristol employer: Alexander Mae 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 values trust, detail, and proactivity, fostering a culture that prioritises client confidentiality while providing a supportive atmosphere for professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bristol
✨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
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.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team. Plus, it’s a great chance to reiterate your fit for the position.
We think you need these skills to ace Paraplanner in Bristol
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 makes the process smoother for everyone involved!
How to prepare for a job interview at Alexander Mae Ltd
✨Know Your Cash-Flow Modelling
Make sure you brush up on your cash-flow modelling skills before the interview. Be ready to discuss your previous experiences and how you've applied these skills in real scenarios. This will show that you understand the core responsibilities of a Paraplanner.
✨Familiarise Yourself with Compliance Procedures
Since handling confidential client information is crucial, it’s important to demonstrate your understanding of compliance procedures. Review FCA regulations and data protection laws, and be prepared to explain how you’ve adhered to these in past roles.
✨Prepare Strategy Documents
Practice drafting strategy documents and suitability letters based on adviser recommendations. You might be asked to provide examples or even complete a task during the interview, so having a solid grasp of this process will give you an edge.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to liaise with advisers and product providers regularly. Be ready to demonstrate your excellent written and verbal communication skills. Consider preparing a brief presentation or summary of a past project to showcase your ability to convey complex information clearly.
