Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by conducting research and preparing high-quality reports.
- Company: Dynamic financial services firm located in Chester City Centre with a hybrid work model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: CII PFS diploma or equivalent, strong numeracy and literacy skills required.
- Other info: Ideal for detail-oriented individuals looking to advance in financial services.
The predicted salary is between 30000 - 42000 £ per year.
Our client based in Chester City Centre (Hybrid) requires a Paraplanner to join their existing team. The role involves supporting Financial Planners and Investment Managers by carrying out research, calculation work, and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers.
The role requires:
- Strong attention to detail
- Deep understanding of financial planning strategies, regulations, and products
- CII PFS diploma qualified or equivalent
- Paraplanner background in Financial Services
- Excellent numeracy and literacy skills
- Ideally educated to A-level standard, or equivalent
Paraplanner in Ellesmere Port employer: Ashley Rees Associates
Contact Detail:
Ashley Rees Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Ellesmere Port
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already working as Paraplanners. They can provide insights and might even refer you to open positions.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning strategies and regulations. We recommend practising common interview questions related to your role, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We make it easy for you to find opportunities that match your skills and qualifications, so don’t miss out!
We think you need these skills to ace Paraplanner in Ellesmere Port
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services, especially any research and report preparation you've done. We want to see how your skills match what we're looking for!
Showcase Your Qualifications: Don’t forget to mention your CII PFS diploma or any equivalent qualifications. This is key for us, as it shows you have the necessary knowledge and understanding of financial planning strategies and regulations.
Attention to Detail is Key: Since the role requires a strong attention to detail, make sure your application is free from typos and errors. We appreciate clarity and precision, so take the time to proofread your documents before sending them our way.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ashley Rees Associates
✨Know Your Financial Stuff
Make sure you brush up on your financial planning strategies, regulations, and products. The interviewers will likely ask you about specific scenarios or case studies, so being well-versed in these areas will show that you're the right fit for the Paraplanner role.
✨Showcase Your Attention to Detail
Since this role requires a strong attention to detail, prepare examples from your past work where your meticulousness made a difference. Whether it was catching an error in a report or ensuring compliance with regulations, these anecdotes will highlight your suitability for the position.
✨Practice Your Numeracy Skills
As a Paraplanner, you'll need excellent numeracy skills. Brush up on your calculations and be ready to demonstrate your ability to interpret financial data accurately. You might even want to bring along a few examples of reports you've prepared in the past to discuss during the interview.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how they support their Paraplanners. This not only shows your interest in the role but also helps you gauge if it's the right fit for you.