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For Companies At a Glance
- Tasks: Support an advisor and client bank, write reports, conduct research, and create cashflow models.
- Company: Join a client-focused financial planning firm dedicated to helping clients achieve financial freedom.
- Benefits: Enjoy remote work options, generous holidays, private medical insurance, and a bonus scheme.
- Why this job: Be part of a growing team, build genuine relationships, and enjoy opportunities for career growth.
- Qualifications: Level 4 Diploma or equivalent with two years' experience as a Paraplanner required.
- Other info: Birthday off and Christmas closure, plus study support and volunteering opportunities.
The predicted salary is between 42000 - 46000 £ per year.
Location: Shrewsbury – Office Based with 1-day WFH after probation
Salary: £42,000 - £46,000 (depending on experience)
We are working with a firm committed to a client centric approach, focusing on helping clients achieve financial freedom and security at every stage of life. They pride themselves on providing exceptional service and maintaining professional relationships.
We are seeking a highly motivated and experienced Paraplanner to join a growing financial planning business. This is an excellent opportunity to play a key role while delivering exceptional service to clients and also offers opportunities for career growth.
About the Role
As a Paraplanner, you will be responsible for providing one on one support to a specific advisor and client bank, really building on genuine relationships and providing an exceptional service. You will write reports, conduct research and produce cashflow models. The ideal candidate pays strong attention to detail, is analytical and works with a high level of communication.
Key Responsibilities
- Identify the appropriate information to produce cashflow forecasts.
- Carry out research on a variety of products and providers.
- Ensure alignment with FCA regulations.
- Prepare complex financial planning reports and calculations.
- Build genuine client relationships and provide professional support across Advisors, other Paraplanners, Clients, Providers and other colleagues.
About You
- Level 4 Diploma or equivalent with a minimum of two years’ experience as a Paraplanner.
- Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc.
- Excellent verbal and written communication skills with a keen attention to detail.
- Ability to compose professional and bespoke content for reports and client communications.
Remuneration and Benefits
- A good holiday offering with birthday day off and Christmas/New Year closure and increase after a specific time of service.
- Auto-enrolment pension scheme.
- Private Medical Insurance and Death in Service benefit after probation.
- Discretionary bonus scheme of up to 20% of salary.
- Study and exam support.
- Opportunities for volunteering.
Paraplanner employer: Capio Recruitment
Contact Detail:
Capio Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the financial products and services mentioned in the job description, such as cashflow models and FCA regulations. This knowledge will not only help you during the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former Paraplanners in the industry. They can provide insights into the role and the company culture, which can be invaluable when preparing for your interview.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your attention to detail and analytical skills. Be ready to discuss how you've successfully built client relationships in previous roles.
✨Tip Number 4
Research the company’s values and client-centric approach. Tailor your responses in the interview to reflect how your personal values align with theirs, showing that you're a great fit for their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as writing reports, conducting research, and producing cashflow models.
Tailor Your CV: Highlight your relevant experience and skills in your CV. Emphasise your Level 4 Diploma or equivalent, your experience as a Paraplanner, and your proficiency with financial systems like Defaqto and CashCalc.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your commitment to providing exceptional client service. Mention specific examples of how you've built genuine relationships in previous roles.
Proofread Your Application: Ensure your application is free from errors. Pay attention to detail in your CV and cover letter, as this reflects your ability to produce professional and bespoke content, which is crucial for the role.
How to prepare for a job interview at Capio Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Familiarise yourself with tools like Defaqto and CashCalc, as being able to discuss these confidently will impress your interviewers.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare for the interview by reviewing your past work and be ready to discuss how you've ensured accuracy in reports and calculations. This will show that you take pride in your work.
✨Showcase Your Communication Skills
Since the role involves building relationships with clients and advisors, practice articulating your thoughts clearly. Be prepared to provide examples of how you've effectively communicated complex information in the past.
✨Prepare Questions About Client Relationships
Think about the importance of client relationships in your role. Prepare thoughtful questions about how the firm fosters these relationships and be ready to share your own experiences in building rapport with clients.
