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 plus bank holidays, pension contributions, and study opportunities.
- Other info: Flexible working options and excellent career development prospects.
- Why this job: Join a trusted team and make a real difference in clients' financial journeys.
- Qualifications: Previous paraplanning experience and strong attention to detail 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 expected.
The benefits include 20 days plus bank holiday (additional holiday at Christmas), Pension (10% employer contribution), Parking Permit, opportunities to study for financial qualifications, and 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 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 superb bonus commissions. 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.
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 proficient in these tools will give you an edge and show potential employers that you're ready to hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you a better chance of landing that interview.
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 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 concise and well-structured documents that reflect your ability to prepare client communications effectively.
Apply Through Our Website:We encourage you to submit your application through our website. This way, we can easily track your application and ensure it reaches the right people. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Alexander Mae 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 topics and be prepared to discuss how you’ve adhered to compliance procedures in past positions. This shows you take confidentiality seriously, which is key for this role.
✨Showcase Your Communication Skills
You'll need to draft strategy documents and liaise with advisers, so practice articulating your thoughts clearly. Bring along samples of your written work if possible, and be ready to explain your process for creating client documents.
✨Be Proactive and Detail-Oriented
The ideal candidate is proactive and detail-oriented. Think of examples where you've taken initiative or gone above and beyond in your previous roles. Highlighting your attention to detail will reassure them that you can handle confidential information responsibly.
