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- Tasks: Compile case files and deliver exceptional client solutions in a thriving financial planning team.
- Company: Join a dynamic financial planning team in Cardiff with a supportive culture.
- Benefits: Earn up to £45,000, enjoy 25 days holiday, and flexible working hours.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: 2+ years of Paraplanning experience and strong organisational skills required.
- Other info: Great career growth opportunities and a friendly work environment.
The predicted salary is between 36000 - 54000 £ per year.
Location: CF23 8LL, Cardiff, South Glamorgan, Wales, UK
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 (Cardiff) employer: Brook Street UK
Contact Detail:
Brook Street UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Cardiff)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities for Paraplanners. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, make sure to highlight your experience with tools like Iress XPLAN and your advanced pensions knowledge. We want them to see how you can add value to their team!
✨Tip Number 3
Prepare for the interview! Research the company and be ready to discuss how your background aligns with their needs. Practise common interview questions related to Paraplanning so you can confidently showcase your expertise.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to apply directly. Don’t miss out on the chance to join a dynamic team in Cardiff!
We think you need these skills to ace Paraplanner (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. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your cover letter, showcase your organisational and communication skills. Mention any tools you’re familiar with, like Iress XPLAN or CashCalc, as these are key to the role. Let us know how you can hit the ground running!
Attention to Detail: We can't stress this enough: ensure your application is free from errors. Impeccable grammar and spelling are a must! This reflects your attention to detail, which is crucial for a Paraplanner.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to receive your application and get you into our system. We can’t wait to hear from you!
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, be prepared to demonstrate your attention to detail. Bring examples of past work where you compiled compliant case files or created suitability reports, and highlight how you ensured everything was spot on.
✨Time Management is Key
The ability to manage and prioritise your workload is crucial. Think of specific instances where you successfully met deadlines while juggling multiple tasks. 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 may need to do this during the interview. Also, be ready to discuss how you liaised with providers and clients in your previous positions.
