At a Glance
- Tasks: Support advisers with detailed research and prepare clear, compliant suitability reports.
- Company: Join a high-performing financial planning firm that values your expertise.
- Benefits: Enjoy a competitive pension scheme, private medical insurance, and 26 days holiday.
- Other info: Agile working environment with opportunities for growth and diverse projects.
- 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 similar role.
The predicted salary is between 41850 - 51150 £ 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. This role is part of the Atomos Group and works with MWA colleagues.
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
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Paraplanner - MWA - Fareham employer: Atomos
Atomos is an exceptional employer that fosters a dynamic and collaborative work culture, making it an ideal place for professionals in financial planning and wealth management. With a strong focus on employee growth, Atomos offers comprehensive benefits including a competitive pension scheme, private medical insurance, and a flexible 'Work From Anywhere' policy, ensuring that team members can thrive both personally and professionally. The opportunity to engage with senior stakeholders and lead critical transition programmes not only enhances your career trajectory but also contributes to the long-term success of Financial Planners and acquired firms within the organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - MWA - Fareham
✨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 Atomos. 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 Atomos.
✨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 Atomos. 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 - MWA - Fareham
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 Atomos 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 Atomos how you can be a team player!
How to prepare for a job interview at Atomos
✨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 Atomos.
✨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 Atomos'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!
