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- Tasks: Provide essential support to financial advisers through research and analysis.
- Company: Join Ascot Lloyd, a leading independent wealth management firm in the UK.
- Benefits: Enjoy competitive perks like private medical, pension, and paid time off for celebrations.
- Why this job: Make a real impact in wealth management while growing your skills in a dynamic environment.
- Qualifications: Experience in paraplanning and strong communication skills are essential.
- Other info: Opportunity for personal growth with tailored training and professional development support.
The predicted salary is between 40000 - 50000 £ per year.
Location: Bristol hybrid [3 days per week]
Reports to: Client Services & Operations Manager
SMCR Function: Certified Role
Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
What's on offer at Ascot Lloyd?
- Skills accelerator: A chance to work autonomously and strive for excellence in a high growth environment.
- Support to Succeed: Investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave.
- Benefits: A corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering, discounted Ascot Lloyd financial advice for employees, enhanced parental leave — plus fun perks to help you thrive.
- Recognition: A package including performance bonuses and long-term incentives, length-of-service awards, and values recognition.
What does Paraplanning look like at Ascot Lloyd?
The Paraplanning function provides critical support to the Advice team by ensuring high-quality research, analysis, and suitability reporting. You will contribute to delivering consistent, compliant, and proactive client service while supporting Treating Customers Fairly (TCF) and Consumer Duty obligations.
Your impact on stakeholders:
- Deliver timely, high-quality paraplanning support including research, analysis, and suitability reports.
- Support Financial Advisers by preparing pre-meeting documents, analysing products, charges, tax implications, and risk profiles.
- Build strong partnerships with Advisers, refining recommendations collaboratively.
- Drive excellence by identifying opportunities to improve processes and client outcomes.
- Maintain accurate records within Intelligent Office and adhere to agreed timescales.
What you’ll bring to the position:
- Financial Planning Diploma qualified (or equivalent).
- Strong experience in end-to-end paraplanning.
- Excellent communication, written and verbal.
- High attention to detail and strong organisational skills.
- Ability to personalise suitability reports beyond templated wording.
- Integrity, professionalism, and adherence to Consumer Duty.
Technical Skills:
- Research tools experience such as Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner.
- Understanding of centralised investment propositions including model portfolios and DFMs.
- Strong MS Office skills.
Soft Skills:
- Clear communication.
- Strong attention to detail.
- Ability to prioritise workload.
- Client confidentiality.
- Strong adherence to policies and compliance requirements.
Experience:
- Demonstrable experience in paraplanning.
- Strong understanding of the advisory process.
- Experience working with Intelligent Office preferred.
Qualifications and Certifications:
- Level 4 Diploma in Financial Planning [ideal but not essential]
- Commitment to ongoing CPD.
Hybrid Paraplanner: Growth, Learning & Impact in Wealth in Bristol employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Growth, Learning & Impact in Wealth in Bristol
✨Network Like a Pro
Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching Ascot Lloyd and understanding their values and services. We recommend practising common interview questions and having examples ready that showcase your paraplanning skills. Confidence is key!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience with research tools and your attention to detail. We want to see how you can add value to the team, so bring your A-game!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Hybrid Paraplanner: Growth, Learning & Impact in Wealth in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Hybrid Paraplanner role. Highlight your paraplanning experience and any relevant qualifications, like the Financial Planning Diploma, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our mission at Ascot Lloyd. Be genuine and let your personality come through.
Showcase Your Attention to Detail: In paraplanning, attention to detail is key. Make sure your application is free from typos and errors. This not only shows your professionalism but also reflects the high standards we uphold at Ascot Lloyd.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Ascot Lloyd group
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and paraplanning skills. Familiarise yourself with tools like Selectapension and Intelligent Office, as well as the advisory process. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role requires excellent communication, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information in the past, whether in written reports or verbal discussions. This will demonstrate your ability to personalise suitability reports and collaborate with advisers.
✨Highlight Your Attention to Detail
Attention to detail is crucial in paraplanning. Bring examples of how you've maintained accuracy in your work, whether through meticulous research or ensuring compliance with policies. You might even want to mention any processes you've improved to enhance client outcomes.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about Ascot Lloyd's approach to wealth management and their commitment to professional development. This shows your genuine interest in the company and helps you assess if it's the right fit for you.