At a Glance
- Tasks: Provide expert paraplanning support for private wealth financial planners.
- Company: High-calibre IFA firm in Barnsley with a relaxed, family-feel office.
- Benefits: Competitive salary, bonus, pension, health scheme, and 25 days holiday.
- Other info: Hybrid working setup with excellent career development opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: QCF level 4 Diploma qualified and experience in private wealth paraplanning.
The predicted salary is between 37000 - 40000 £ per year.
The Company: A superb Paraplanner opportunity working for a high-calibre IFA firm based in Barnsley who are looking for someone technically minded that can take on complex-case, private wealth focus research and report writing work. Motivated by working in a relaxed, family-feel type office where there is less pressure on KPI's and more focus on quality of work/service to the client?
Office Location: Barnsley
Working Setup: Hybrid - 4-days office & 1-day WFH
Package: £37-40k base + bonus and full company benefits
Benefits: Pension, DIS + Westfield Health Scheme
Holidays: 25-days + stats
The Role: To provide technical paraplanning expertise to private wealth focused financial planners focusing on investments, pensions and life planning advice. Duties include:
- Liaise with product providers, examine policy information, and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
- Undertake research both independently and with the Planner to identify suitable solutions to meet the client's needs.
- Produce clear, compliant, and technically accurate recommendation reports.
- Completion of pension, investment, and tax calculations as appropriate.
- Assist with the completion of annual platform and product due diligence as directed by the Investment Committee.
- Work closely with the Client Services Team and Financial Planners to deliver a seamless, end to end service for Clients.
- Develop good working relationships with product providers, technology suppliers, team members, Clients and Advisers.
The Person: You must be QCF level 4 Diploma qualified (or close to completing) and hold private wealth focused paraplanning experience. This opportunity will suit someone looking for a highly consultative Paraplanning role/remit where you hold responsibilities for being a right-hand man to an adviser; building key relations with clients and families alongside that client facing lead.
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
Paraplanner in Barnsley employer: CB3 Associates Ltd
Join a high-calibre IFA firm in Barnsley as a Paraplanner, where you'll thrive in a relaxed, family-oriented office culture that prioritises quality over KPIs. Enjoy a competitive salary package, generous benefits including a pension scheme and health coverage, and the opportunity for professional growth in a supportive environment that values your expertise in private wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Barnsley
✨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 CB3 Associates Ltd. 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 Barnsley
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 CB3 Associates Ltd.
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 CB3 Associates Ltd'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 CB3 Associates Ltd
✨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 CB3 Associates Ltd.
✨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 CB3 Associates Ltd 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 CB3 Associates Ltd 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.
