At a Glance
- Tasks: Support Financial Advisers with paraplanning, research, and client documentation.
- Company: Established wealth management practice in Farnham, Surrey.
- Benefits: Competitive salary, career progression, and support for professional qualifications.
- Other info: Hybrid working options available; perfect for both junior and experienced candidates.
- Why this job: Gain hands-on experience in financial planning and develop your skills in a supportive environment.
- Qualifications: Experience in financial services; Level 4 Diploma is a plus but not essential for juniors.
The predicted salary is between 40500 - 49500 £ per year.
Job Description
- Paraplanner
- Working Pattern: Office-based / Hybrid considered
The Role
An excellent opportunity has arisen for a Paraplanner to join an established wealth management practice in Farnham, Surrey.
This role would suit either a Junior Paraplanner looking to develop their career or an experienced Level 4 Diploma-qualified Paraplanner looking for their next opportunity.
You will work closely with Financial Advisers and the wider support team, providing technical and administrative support throughout the financial planning process.
The role offers excellent exposure to a broad range of financial planning work, with the opportunity to develop your technical knowledge and take on increasing responsibility.
Key Responsibilities
- Provide paraplanning support to Financial Advisers.
- Prepare suitability reports, recommendations and client documentation.
- Conduct research into investments, pensions and financial products.
- Complete technical research and analysis to support client recommendations.
- Assist with client reviews and preparation for Adviser meetings.
- Analyse client information and financial circumstances.
- Assist with pension, investment and retirement planning cases.
- Complete cash-flow modelling and financial planning analysis where required.
- Prepare meeting packs and supporting documentation.
- Liaise with product providers, platforms and third parties.
- Maintain accurate client and case records.
- Ensure reports and documentation are accurate, clear and compliant.
- Work closely with Advisers and Client Services to ensure cases progress efficiently.
- Keep up to date with changes in pensions, investments, taxation and financial services legislation.
- Manage workloads effectively and meet agreed deadlines.
About You
We are open to candidates at different stages of their paraplanning career.
You may be a Junior Paraplanner with relevant financial services experience, or an experienced Paraplanner who is already Level 4 Diploma qualified.
The ideal candidate will have
- Previous experience within Financial Services, Financial Planning or Wealth Management.
- Paraplanning or technical support experience, although junior candidates will be considered.
- Strong attention to detail and excellent organisational skills.
- Good technical and analytical ability.
- Strong written and verbal communication skills.
- The ability to research and interpret financial information.
- Good IT skills, including Microsoft Office and Excel.
- The ability to manage multiple cases and deadlines.
- A genuine interest in developing a career within financial planning.
- A professional and client-focused approach.
- The ability to work independently and as part of a team.
Qualifications
- Level 4 Diploma in Regulated Financial Planning – desirable but not essential for Junior Paraplanners.
- Candidates currently studying towards the Diploma are encouraged to apply.
- Relevant CII qualifications would be advantageous.
- Commitment to ongoing professional development.
What's on Offer?
- Competitive salary depending on experience.
- Opportunity to join an established wealth management practice.
- Suitable for Junior through to Level 4 qualified Paraplanners.
- Exposure to a broad range of financial planning and wealth management cases.
- Support and development from experienced Financial Advisers.
- Opportunity to progress your career within financial planning.
- Support towards professional qualifications and ongoing development.
- Office-based role in Farnham with hybrid working considered.
If you are a Junior Paraplanner looking for your next step or an experienced Diploma-qualified Paraplanner seeking a new opportunity, we would love to hear from you!
Paraplanner in Farnham employer: Artemis Recruitment Consultants Ltd
Join a leading financial advisory firm in Glasgow, where you will thrive in a supportive and collaborative environment dedicated to your professional growth. With an established client portfolio and a commitment to high-quality financial advice, you'll enjoy competitive benefits including a generous salary, discretionary bonuses, and opportunities for career advancement. Experience a workplace that values strong client relationships and offers a positive team culture, making it an excellent choice for your next career move.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Farnham
✨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. 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.
✨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. 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 Farnham
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 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 how you can be a team player!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨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.
✨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'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!
