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For Companies At a Glance
- Tasks: Conduct research and analysis to create detailed financial planning reports.
- Company: Established firm known for its collaborative culture and commitment to employee development.
- Benefits: 25+ days holiday, hybrid work, 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 paraplanning experience.
- Other info: Opportunities for professional growth and a dynamic work environment.
The predicted salary is between 28800 - 43200 £ per year.
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.
Benefits:
- 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 (3230) in Taunton employer: Cathedrala appointments
Contact Detail:
Cathedrala appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (3230) in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like ours. A friendly chat can sometimes lead to a job offer before it even hits the job boards.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent trends in financial planning. We love candidates who can discuss current market conditions and demonstrate their expertise in investments and pensions.
✨Tip Number 3
Showcase your teamwork skills! Since we value collaboration, be ready to share examples of how you've supported or guided junior team members in your previous roles. It’s all about building that cohesive paraplanning function!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the details about our hybrid working model and benefits right there.
We think you need these skills to ace Paraplanner (3230) in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your knowledge of investments, pensions, and cashflow modelling to show us you’re the perfect fit for the Paraplanner role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how your experience aligns with our collaborative culture. A personal touch can really make your application stand out!
Showcase Your Communication Skills: As a Paraplanner, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and concisely. This will help us see how you can support our Financial Consultants effectively.
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 during the process!
How to prepare for a job interview at Cathedrala appointments
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and cashflow modelling. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to liaise with clients and providers. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your communication style.
✨Prepare for Technical Questions
Expect questions that test your technical expertise. Review common scenarios you might encounter in the role and think through how you would approach them. This will help you demonstrate your analytical skills during the interview.
✨Highlight Teamwork Experience
Since the company values collaboration, be ready to share examples of how you've worked effectively in a team. Discuss any mentoring or guiding roles you've taken on, as this aligns with their focus on developing junior team members.
