At a Glance
- Tasks: Support financial consultants by creating investment reports and conducting market research.
- Company: Join one of the UK's top wealth management firms with a focus on client service.
- Benefits: Flexible working, inclusive culture, and opportunities for career growth.
- Other info: Collaborative environment with a commitment to diversity and equal opportunities.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Working towards Financial Planning Diploma and experience as a Paraplanner.
The predicted salary is between 33075 - 40425 £ per year.
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:
- We do the right thing
- We are connected
- We care
- We make a difference
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
The Paraplanner is responsible for providing technical support to financial consultants and administration staff. The individual will also create and compile investment reports for new and existing clients and undertake research.
Role Responsibilities:
- Create investment reports for existing customers to provide in-depth detail about various investment portfolios.
- Prepare pre-investment packs for Financial Consultants to support recommendations.
- Produce market research reports for use by the Financial Consultants to ensure all investments are kept up to date and competitive.
- Provide technical assistance to the Administrators where required.
- Maintain contact with investment/insurance companies and support the management of these investment relationships.
- Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules.
Knowledge, Skills and Experience:
- Hold or be working towards Financial Planning Diploma (Level 4).
- Minimum two years’ experience as a Paraplanner in a similar firm.
- Knowledge of investments and financial services products.
- Knowledge of investing PI awards.
- Ability to understand potentially complex financial planning solutions, including circumstances and needs of extremely vulnerable clients.
We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week. We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Paraplanner in Altrincham employer: Brooks Macdonald
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and high performance. With a strong commitment to employee growth through structured study pathways and funded qualifications, we empower our Trainee Financial Planners to develop their skills while contributing to meaningful client outcomes. Located in the UK, our firm not only leads in wealth management but also champions sustainability, making it a rewarding place for those passionate about responsible investing.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Altrincham
✨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 Brooks Macdonald. 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 in Altrincham
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 Brooks Macdonald.
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 Brooks Macdonald'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 Brooks Macdonald
✨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 Brooks Macdonald.
✨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 Brooks Macdonald 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 Brooks Macdonald 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.
