At a Glance
- Tasks: Support financial advisors by analysing data and preparing detailed financial plans.
- Company: Join a dynamic team dedicated to exceptional client service in financial planning.
- Benefits: Enjoy a competitive salary, bonus potential, and generous holiday allowance.
- Other info: Opportunity for growth in a supportive and collaborative environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial planning and strong analytical skills are essential.
The predicted salary is between 31500 - 38500 £ per year.
Job Description
All potential candidates should read through the following details of this job with care before making an application.
We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning.
As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.
Key Responsibilities
- Collaborate with financial advisors to prepare detailed financial plans and investment reports.
- Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
- Create retirement projections, cash flow models, and insurance analyses using financial planning software (e. g., Voyant)
- Conduct product and fund research to support investment recommendations.
- Ensure that all planning recommendations are compliant with regulatory and internal standards.
- Maintain accurate and up-to-date client records in CRM and planning systems.
- Provide general administrative support to advisors as needed.
Qualifications
- Previous experience in a financial planning or wealth management firm
- Knowledge & experience of wide range of financial services products
- Confidence in determining the advice journey.
- Strong analytical skills with attention to detail
- Excellent written and verbal communication skills
- Ability to prioritise tasks and manage time effectively. xgikmsk
Benefits
- Competitive salary and bonus potential
- Death in Service and Income Protection
- Pension scheme
- 23 days holiday increasing to 25 days
If you would like to apply for this role then please submit your CV to Sam at Artemis Recruitment.
Paraplanner in Preston employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Preston
✨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 Artemis Recruitment Consultants Ltd Careers. 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 Artemis Recruitment Consultants Ltd Careers.
✨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 Artemis Recruitment Consultants Ltd Careers. 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 Paraplanner in Preston
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 Artemis Recruitment Consultants Ltd Careers 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 Artemis Recruitment Consultants Ltd Careers how you can be a team player!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd Careers
✨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 Artemis Recruitment Consultants Ltd Careers.
✨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 Artemis Recruitment Consultants Ltd Careers'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!
