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For Companies At a Glance
- Tasks: Conduct research and analysis to support financial consultants and enhance client experiences.
- Company: Established professional services firm with a focus on collaborative culture and employee development.
- Benefits: Generous holiday, hybrid working, pension scheme, and lifestyle discounts.
- Why this job: Join a supportive team and advance your career in financial planning.
- Qualifications: DipPFS (or equivalent) with 2-3 years of paraplanning experience.
- Other info: Opportunities for professional growth and a dynamic work environment.
The predicted salary is between 28800 - 43200 £ per year.
Recruitment Manager specialising in Senior Finance recruitment across the South West. Our client is a well-established professional services firm delivering high-quality financial planning support to a diverse client base. Known for its collaborative culture and commitment to developing its people, the organisation offers a supportive environment where you can continue to build your technical expertise and progress your career within a forward-thinking team.
The Role
We are seeking an experienced Paraplanner to join a busy and growing financial planning department. In this role, you will provide high-quality research, analysis, and report writing to support Financial Consultants and ensure an exceptional client experience. You will also play a key part in supporting, guiding, and developing more junior team members, contributing to a knowledgeable and cohesive paraplanning function.
Responsibilities of the Paraplanner:
- Research, prepare, and produce detailed financial planning reports across investments, pensions, trusts, and later-life planning.
- Conduct cashflow modelling and technical analysis to support client recommendations.
- Maintain accurate records and progress client cases using the firm’s back-office systems.
- Liaise with clients and providers, ensuring work is completed within agreed timeframes.
Requirements of the Paraplanner:
- DipPFS (or equivalent) and ideally 2–3 years of experience in a similar paraplanning role.
- Strong knowledge of investments, pensions, IHT planning, and investment propositions.
- Confident communicator with excellent attention to detail and a proactive approach to teamwork.
- Competent IT skills, including familiarity with financial planning research tools and cashflow software.
Minimum 25 days’ holiday increasing with service, plus buy and sell options. Annual salary review and professional subscription support. Hybrid working model and flexible benefits package. Pension scheme, life assurance, and employee assistance programme. Volunteering days, wellbeing initiatives, and access to a range of lifestyle discounts. Optional health plans and eco-friendly schemes such as electric car and cycle-to-work.
If you are an experienced Paraplanner looking to take the next step in your career within a supportive and progressive environment, we would love to hear from you. Please apply today to find out more.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Paraplanner in Taunton employer: Cathedral Appointments | B Corp™
Contact Detail:
Cathedral Appointments | B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss investments, pensions, and cashflow modelling. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, highlight your experience and how it aligns with the company’s values. Show them you’re not just another candidate, but the perfect fit for their collaborative culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially with investments and pensions, and don’t forget to showcase your DipPFS or equivalent qualifications!
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 collaborative culture and how your skills can contribute to our team. Keep it concise but impactful!
Showcase Your Technical Skills: Since we’re looking for someone with strong IT skills, make sure to mention any financial planning research tools or cashflow software you’re familiar with. This will show us you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Cathedral Appointments | B Corp™
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and IHT planning. The interviewers will likely ask you technical questions to gauge your expertise, so being well-prepared with examples from your past experience can really set you apart.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with both clients and team members. Practice articulating your thoughts clearly and confidently. Consider preparing a few scenarios where you successfully collaborated with others or guided junior team members.
✨Demonstrate Attention to Detail
In this role, accuracy is key. Bring along a sample report or analysis you've worked on in the past to showcase your attention to detail. Be ready to discuss how you ensure quality in your work and manage deadlines.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the financial planning department. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it gives you a chance to learn more about their collaborative environment.
