At a Glance
- Tasks: Prepare reports, conduct research, and support clients with financial planning.
- Company: Join a respected financial planning firm with a strong reputation.
- Benefits: Enjoy 27 days holiday, private health cover, and a company pension scheme.
- Other info: Be part of a close-knit team that values your contributions.
- Why this job: Kickstart your career in finance with genuine progression opportunities.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and paraplanning experience required.
The predicted salary is between 50000 - 60000 £ per year.
Location: Fareham, Hampshire
Salary: Up to £45,000 depending on experience
Benefits:
- 27 days paid holiday plus bank holidays
- 1 days leave on your birthday
- Guaranteed 2 days additional leave at Christmas
- Company pension scheme with death in service option at 4x annual salary
- Private health cover
- Social Club and annual company events
- Genuine career progression into Financial Advice for the right candidate
About the Company:
Templegate Recruitment is delighted to be recruiting on behalf of a well-established and highly respected financial planning business within a legal practice. With a loyal client base and an excellent reputation built over many years, this is a fantastic opportunity to join a close-knit team where your contribution will be genuinely valued. The firm provides holistic financial planning, with a strong focus on investment advice for an established client bank and an ongoing source of new clients from the legal practice. This role offers the opportunity to work closely with an experienced Financial Adviser, supporting clients through the ongoing review process while developing your own career within financial planning.
Key Responsibilities:
- Prepare suitability reports and recommendation letters.
- Conduct product, fund and provider research.
- Support the Financial Adviser with annual and ongoing client reviews.
- Liaise directly with clients regarding documentation and review meetings.
- Maintain accurate client records using Intelligent Office (IO).
- Ensure all work is completed in line with FCA and company compliance standards.
- Assist with investment research and portfolio reviews.
- Work closely with the administration team to deliver an excellent client experience.
What We're Looking For:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential.
- Previous experience working as a Paraplanner within an IFA or Wealth Management firm.
- Strong knowledge of investments products.
- Excellent written and verbal communication skills.
- High attention to detail with the ability to manage your own workload.
- A proactive and reliable approach with the confidence to work independently.
- Someone who enjoys building long-term relationships with clients and colleagues.
Desirable Skills:
- Experience using Intelligent Office (IO).
- Experience supporting an Adviser with client review meetings.
- An interest in progressing into a Financial Adviser role in the future.
- Knowledge of FCA regulatory requirements and suitability report writing.
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Paraplanner in Fareham employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Fareham
✨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.
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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.
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Don’t shy away from reaching out directly to firms like All The Top Bananas. 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 Fareham
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 All The Top Bananas.
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 All The Top Bananas'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 All The Top Bananas
✨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 All The Top Bananas.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas 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 All The Top Bananas 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.
