At a Glance
- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Rapidly expanding national IFA brand in Cardiff.
- Benefits: 25 days holiday, e-discounts, electric car scheme, and life assurance.
- Other info: Flexible work environment with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial advice and strong report writing skills required.
The predicted salary is between 30000 - 40000 € per year.
Our client, a rapidly expanding national IFA brand, has a fantastic opportunity for a Paraplanner to join their Cardiff Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
The successful candidate will need to be motivated, friendly and professional at all times.
Job Responsibilities
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintaining client records on the company software and ensuring the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keeping up to date with financial products and legislation.
- Complying with all company and industry guidelines, rules and regulations.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Requirements
- Experience in a Financial Advice firm and Paraplanner/report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
Paraplanner in Cardiff employer: Bond Recruitment
Join a rapidly expanding national IFA brand in Cardiff, where your role as a Paraplanner will be pivotal in delivering exceptional client service and support to Financial Planners. With a strong emphasis on employee growth, our company offers 25 days of holiday, a Holiday Purchase Scheme, and various benefits including an Electric Car Scheme and Life Assurance, all within a friendly and professional work culture that values teamwork and adaptability.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your Financial Planning Reports or any research you've conducted in previous roles. This will demonstrate your expertise and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Cardiff
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial advice and report writing, as these are key for us. Show how your skills align with what we’re looking for!
Showcase Your Communication Skills:Since outstanding communication is a must-have, don’t shy away from demonstrating this in your application. Use clear and concise language, and make sure to proofread for any errors. We love attention to detail!
Be Professional Yet Friendly:We’re looking for someone who’s not just professional but also friendly. Let your personality shine through in your application while maintaining a professional tone. This will help us see how you’d fit into our team!
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application promptly and can get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around products and legislation. Being able to discuss recent changes or trends in the financial sector will show that you're not just a candidate, but someone who is genuinely interested in the field.
✨Showcase Your Report Writing Skills
Since writing Financial Planning Reports is a key part of the role, be prepared to discuss your experience with report writing. Bring examples if possible, and be ready to explain your process for ensuring accuracy and compliance in your documents.
✨Demonstrate Team Spirit
This role involves working closely with Financial Planners, so highlight your teamwork skills. Share examples of how you've successfully collaborated in the past, and how you can support others while managing your own workload.
✨Be Client-Focused
The client experience is crucial, so think about how you can demonstrate your commitment to excellent client service. Prepare to discuss how you've handled client queries or requests in previous roles, and how you ensure their needs are met effectively.
