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- Tasks: Compile compliant case files and deliver exceptional client solutions.
- Company: Join a dynamic financial planning team with a thriving culture.
- Benefits: Earn up to £45,000, enjoy 25 days holiday, and flexible working hours.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: 2+ years of Paraplanning experience and strong organisational skills.
- Other info: Great career growth opportunities and a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions.
Responsibilities:
- Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submissions.
- Manage and prioritise your workload to meet specified deadlines.
- Ensure accuracy, attention to detail, and impeccable grammar and spelling in all tasks.
Requirements:
- Minimum of 2 years' Paraplanning experience within an independent financial advice practice.
- Advanced pensions experience is highly desirable, particularly with pre-, at-, and post-retirement planning, including drawdown, pension switching, SIPPs, and SSAS.
- Familiarity with tools such as Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler, ATEB Suitability, and Microsoft Office (Word and Excel).
- Strong organisational and communication skills, with the ability to work independently.
Benefits:
- Competitive salary of up to £45,000 (depending on experience and qualifications).
- 25 days holiday plus bank holidays.
- Flexible working hours with a core time system to fit your schedule.
- Company pension scheme.
- Death in Service Life Insurance.
- Optional private healthcare scheme.
Apply now or contact Luke at Brook Street for more information!
Paraplanner in Cardiff employer: Brook Street UK
Contact Detail:
Brook Street UK Recruiting Team
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 financial planning world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and case studies. Be ready to discuss your experience with tools like Iress XPLAN and your approach to creating compliant case files. Show them you’re the expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that suit your skills as a Paraplanner. We’ve got some great opportunities waiting for you!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Reiterate your enthusiasm for the role and how your skills can contribute to their team. It shows you’re keen and professional!
We think you need these skills to ace Paraplanner in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in pensions and financial planning, and don’t forget to mention any tools you’re familiar with like Iress XPLAN or CashCalc.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your past work that align with the responsibilities listed in the job description.
Check Your Grammar and Spelling: Attention to detail is key in this role, so make sure your application is free from typos and grammatical errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Brook Street UK
✨Know Your Stuff
Make sure you brush up on your Paraplanning knowledge, especially around pensions and retirement planning. Familiarise yourself with the tools mentioned in the job description, like Iress XPLAN and CashCalc, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare examples that highlight your attention to detail. Bring along a sample of your work, like a suitability report or case file, to demonstrate your ability to compile compliant documents with impeccable grammar and spelling.
✨Time Management is Key
Be ready to discuss how you manage and prioritise your workload. Think of specific instances where you met tight deadlines while maintaining quality. This will show that you can handle the demands of the role effectively.
✨Communicate Clearly
Strong communication skills are essential for a Paraplanner. Practice explaining complex financial concepts in simple terms, as you might need to do this with clients or colleagues. This will demonstrate your ability to convey information clearly and effectively.
