Senior Paraplanner - Hybrid Financial Planning Support in Carlisle

Senior Paraplanner - Hybrid Financial Planning Support in Carlisle

Carlisle Full-Time 40500 - 49500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support the Financial Planning Team with research and advisory tasks.
  • Company: Armstrong Watson LLP, a leading firm in financial planning.
  • Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Strong knowledge of COBS, COCON, and SYSC is essential.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Level 4 Diploma in Financial Planning and substantial paraplanning experience required.

The predicted salary is between 40500 - 49500 £ per year.

Armstrong Watson LLP in Carlisle is recruiting a Paraplanner to support the Financial Planning Team with technical research and advisory support.

You will prepare suitability letters, assist with new business processing, and help develop the team's technical and research capabilities.

The role requires a Level 4 Diploma in Financial Planning and substantial paraplanning experience, with strong knowledge of COBS, COCON and SYSC.

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Senior Paraplanner - Hybrid Financial Planning Support in Carlisle employer: Armstrong Watson LLP

Armstrong Watson LLP is an exceptional employer, offering a dynamic work environment in Carlisle that fosters professional growth and development. With a strong emphasis on teamwork and collaboration, employees benefit from ongoing training opportunities and a supportive culture that values innovation and excellence in financial planning. The hybrid working model allows for flexibility, making it an ideal place for those seeking a meaningful career in the financial services sector.

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Contact Details:

Armstrong Watson LLP Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Paraplanner - Hybrid Financial Planning Support in Carlisle

Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Armstrong Watson LLP. You never know who might be your next boss or a crucial contact!

Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Armstrong Watson LLP.

Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Armstrong Watson LLP. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Senior Paraplanner - Hybrid Financial Planning Support in Carlisle

Technical Research
Advisory Support
Suitability Letter Preparation
New Business Processing
Team Development
Level 4 Diploma in Financial Planning
Paraplanning Experience

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Armstrong Watson LLP and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Armstrong Watson LLP how you can be a team player!

How to prepare for a job interview at Armstrong Watson LLP

Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Armstrong Watson LLP.

Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

Connect with Company Goals

Familiarise yourself with Armstrong Watson LLP's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!