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For Companies At a Glance
- Tasks: Support financial planners by drafting reports and conducting research for client solutions.
- Company: Established Chartered Independent Financial Advisory firm with over 40 years of experience.
- Benefits: Competitive salary, bonuses, exam support, and generous holiday allowance.
- Why this job: Join a dynamic team and make a real impact in ethical financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and experience in advisory practice.
- Other info: Great career development opportunities in a collaborative environment.
The predicted salary is between 36000 - 42000 £ per year.
We’re a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Our focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything we do.
About the role:
Join a dynamic team supporting Chartered Financial Planners in a well-established independent advisory firm. As an experienced Paraplanner, you'll play a key role in delivering high-quality financial planning solutions in a collaborative and growth-oriented environment.
Key Responsibilities
- Draft suitability reports for investments, pensions, and protection products
- Conduct product, fund, mortgage, and protection research
- Use investment/wrap platforms for client solutions
- Prepare illustrations, product documents, and application forms
- Liaise with clients and providers to resolve queries and ensure smooth communication
Requirements
- Level 4 Diploma in Financial Planning
- Experience in an independent financial advisory practice
- Strong analytical and communication skills
- Solid knowledge of pensions, investments, mortgages, and protection products
- Familiarity with wraps, FE Analytics, and XPLAN is a plus
Package
- Competitive salary with potential twice-yearly bonuses, fully funded exam support and pass bonuses
- Attendance at professional events, contributory pension scheme
- Cycle to work scheme, 25 days holiday + Bank Holidays
- Career development and progression opportunities
- Salary range: £36,000 to £42,000 (dependant on experience)
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Paraplanner in Chester employer: Cestrian Financial Planning Services Limited
Contact Detail:
Cestrian Financial Planning Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in independent advisory firms. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and protection products. We want you to feel confident discussing these topics, as they’re key to the Paraplanner role at Cestrian Financial Planning.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to share examples of how you've used your analytical abilities in past roles. This will help demonstrate that you're the right fit for delivering high-quality financial planning solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Chester
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 any work with pensions, investments, and protection products. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Skills: Don’t forget to showcase your analytical and communication skills in your application. Give examples of how you've used these skills in previous roles, especially in a collaborative environment. We value teamwork and effective communication!
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Cestrian Financial Planning Services Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Familiarity with tools like XPLAN and FE Analytics will definitely give you an edge. The interviewers will appreciate your expertise and confidence in discussing these topics.
✨Showcase Your Experience
Prepare to discuss your previous roles in independent financial advisory practices. Highlight specific examples where you've drafted suitability reports or conducted product research. This will demonstrate your hands-on experience and how it aligns with the role.
✨Communication is Key
Since you'll be liaising with clients and providers, practice articulating complex financial concepts in simple terms. Good communication skills are essential, so think of scenarios where you've successfully resolved queries or facilitated smooth communication.
✨Ask Thoughtful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's approach to client relationships or how they support career development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
