At a Glance
- Tasks: Support advisers with detailed research and prepare clear, compliant suitability reports.
- Company: High-performing financial planning firm valuing technical expertise and analytical skills.
- Benefits: Competitive pension scheme, 26 days holiday, private medical insurance, and life assurance.
- Other info: Opportunity to work on sophisticated cases and build effective relationships with Financial Planners.
- Why this job: Make a meaningful impact on client outcomes while developing your specialist knowledge.
- Qualifications: Level 4 Diploma in Financial Planning and experience in a Paraplanning role.
The predicted salary is between 40500 - 49500 £ per year.
Are you a qualified Paraplanner who thrives on solving complex financial planning challenges and making a meaningful impact on client outcomes? Join a high-performing financial planning firm where your technical expertise and analytical skills are highly valued. You'll have the opportunity to work on sophisticated cases, undertake in-depth research and analysis, and contribute to exceptional client experiences.
If you're looking for a role where your expertise will be recognised, your development supported and your contribution truly valued, we'd love to hear from you.
About the role
You will play a vital role in supporting advisers through detailed research, technical analysis and the preparation of clear, compliant suitability reports. This role offers the opportunity to work with Financial Planners, acting as a key technical partner in the advice process while continuing to develop your own specialist knowledge and expertise. You'll utilise your technical knowledge to inform planning strategies, help identify solutions, and ensure advice recommendations are thoroughly researched and accurately documented.
Accountabilities
- Produce accurate, high-quality suitability reports that deliver clear, compliant and client-friendly advice within agreed Service Level Agreements.
- Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products to support adviser recommendations.
- Apply technical knowledge and experience to help Financial Planners develop appropriate planning strategies to achieve the best client outcomes.
- Develop effective working relationships with Financial Planners through regular communication via email, Teams and face-to-face interactions.
- Apply your technical expertise to support Financial Planners in delivering sophisticated financial planning solutions, acting as a trusted sounding board for complex cases and planning ideas.
Skills and Experience
- Previous experience in a Paraplanning or similar technical financial planning role, ideally gained within a wealth management or financial advice environment.
- Level 4 Diploma in Financial Planning through the CII, CISI or LIBF, or an equivalent qualification.
- Strong technical knowledge across pensions, investments, protection, long-term care and inheritance tax planning.
- Experience producing high-quality suitability reports, research and technical analysis to support client recommendations.
- Confident using cashflow modelling to support clients’ financial planning strategies and long-term objectives.
- Experience supporting Financial Planners with complex client cases, including gathering, analysing and presenting technical information.
- Excellent analytical, research and problem-solving skills, with strong attention to detail.
- High standard of written communication, with the ability to produce clear, accurate and client-friendly documentation.
- Strong organisational skills, with the ability to manage multiple cases, priorities and deadlines.
- Working towards Chartered status, or already Chartered, would be advantageous.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
Paraplanner - Bristol/Plymouth employer: Atomos
Join a dynamic and supportive team in Bristol, where your role as a Client Administrator will not only enhance your career in Financial Planning but also allow you to thrive in a fast-paced, friendly environment. With a strong focus on employee growth, we offer a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy, ensuring that you can maintain a healthy work-life balance while delivering exceptional client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Bristol/Plymouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Atomos. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner - Bristol/Plymouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Atomos.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Atomos's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Atomos
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Atomos.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Atomos will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Atomos employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
