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- Tasks: Prepare cash flows and write high-quality advice for clients.
- Company: Join a growing team in Winchester focused on financial planning.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial planning or paraplanning is essential.
- Other info: This role offers a chance to work closely with qualified Financial Planning Directors.
The predicted salary is between 36000 - 60000 £ per year.
Winchester – Hybrid (2 days in the office)
Full time
Salary up to £53k plus annual bonus
We’re looking for an experienced Paraplanner to join a growing team in Winchester. You will play a key role in supporting a group of highly qualified Financial Planning Directors dealing with high net worth clients.
This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals.
What we’re looking for:
- At least 2–3 years’ paraplanning experience
- Strong technical knowledge of UK tax, pensions, and estate planning
- Excellent organisational skills and attention to detail
What’s on offer:
- Hybrid working and a supportive, developmental environment. 2 Days in the office
- Full exam support to continue progressing your career
- The chance to work alongside a collaborative team of financial planners and paraplanners
If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.
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Paraplanner employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or financial advisors. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools that are commonly used in the industry. Being proficient in these technologies can set you apart from other candidates and demonstrate your commitment to the role.
✨Tip Number 3
Consider obtaining relevant certifications or qualifications that enhance your knowledge and skills in financial planning. This not only boosts your CV but also shows your dedication to professional development in the field.
✨Tip Number 4
Prepare for potential interviews by practising common paraplanner interview questions. Focus on how you can contribute to client outcomes and support financial planning directors effectively, showcasing your understanding of the role's responsibilities.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and skills required for the Paraplanner position. Tailor your application to highlight your relevant experience in preparing financial advice and supporting client meetings.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience in financial planning or paraplanning. Provide specific examples of how you've successfully supported clients in achieving their financial goals.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and the company. Mention why you are interested in working with this particular team in Winchester and how you can contribute to their success.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in a client-focused role like this.
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Financial Planning Basics
As a Paraplanner, you'll need to demonstrate a solid understanding of financial planning principles. Brush up on key concepts like cash flow analysis, investment strategies, and risk management to impress your interviewers.
✨Showcase Your Writing Skills
Since the role involves preparing high-quality written advice, be ready to discuss your writing process. Bring examples of previous reports or documents you've created, and be prepared to explain how you ensure clarity and accuracy in your work.
✨Prepare for Client-Focused Scenarios
Expect questions that assess your ability to support client meetings and address their financial goals. Think of specific examples from your past experience where you successfully contributed to client outcomes and be ready to share these stories.
✨Demonstrate Team Collaboration
This role requires working closely with Financial Planning Directors. Be prepared to discuss how you’ve collaborated with others in the past, highlighting your communication skills and ability to work as part of a team to achieve common objectives.
