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- Tasks: Craft personalised financial recommendations and support clients in achieving their financial goals.
- Company: Cestrian Financial Planning, a respected Chartered Independent Financial Advisory firm in Chester.
- Benefits: Competitive salary, bonuses, 25 days holiday, and professional development support.
- Why this job: Make a real impact on clients' financial futures while enjoying a supportive team environment.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, with relevant advisory experience.
- Other info: Join a close-knit team that values ethical advice and offers excellent career growth opportunities.
The predicted salary is between 36000 - 45000 £ per year.
Imagine working in a role where your skills truly shape financial futures and you still get home on time. At Cestrian Financial Planning, we are proud to offer just that. We are a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. We are now looking for an experienced Paraplanner to join our welcoming team.
The role involves:
- Writing suitability reports that give clients clarity and confidence in their choices
- Researching products and platforms to find real-world solutions for pensions, investments, and protection
- Organising and managing client files so everything is FCA-compliant and audit-ready
- Preparing accurate documents like illustrations and application forms, so our advice is clear and actionable
- Liaising with clients and providers to keep advice moving and issues resolved
- Joining adviser meetings when needed and staying up to speed with changes in the financial world
About our company: We are based in central Chester, in a supportive, close-knit office. We take pride in doing things properly, not rushing through tick-box advice. Our clients value that, and we value our people just as much.
What’s in it for you?
- Twice-yearly bonus opportunities
- Fully funded support for further exams, plus bonuses for passing
- 25 days holiday plus Bank Holidays
- Contributory pension scheme
- Cycle to work scheme
- Ongoing development and access to professional events
The person we’d love to hear from you if you:
- Hold (or are working towards) the Level 4 Diploma in Financial Planning
- Have experience in an independent financial advisory setting
- Are confident in your analysis and written communication
- Understand pensions, investments, mortgages, and protection products
- Have used FE Analytics, Xplan, and platforms like Aberdeen or Quilter
- Work with real care and enjoy being part of a team that supports one another
Ready to take your paraplanning career somewhere that respects your time and talent? Apply now and see how far you can go with Cestrian Financial Planning.
Paraplanner in London 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and compliance. Be ready to discuss how your experience aligns with the values of Cestrian Financial Planning. Show them you’re not just a fit for the role, but for their team culture too!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email expressing your appreciation for the opportunity. It’s a great way to keep your name fresh in their minds and show your enthusiasm for the position.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining Cestrian Financial Planning and being part of our supportive team.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like the Level 4 Diploma. We want to see how your skills align with what we do at Cestrian Financial Planning!
Showcase Your Communication Skills: Since you'll be writing suitability reports and liaising with clients, it's crucial to demonstrate your written communication prowess. Use clear, concise language in your application to reflect the clarity we value in our advice.
Highlight Relevant Experience: If you've worked in an independent financial advisory setting before, make sure to mention it! We love candidates who understand the nuances of the industry and can hit the ground running. Share specific examples of your past work that relate to the role.
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’re considered for the role. Plus, it shows you're keen on joining our team at Cestrian Financial Planning!
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. Familiarise yourself with the tools mentioned in the job description, like FE Analytics and Xplan, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Writing Skills
Since writing suitability reports is a key part of the role, prepare to demonstrate your written communication skills. Bring examples of reports or documents you've created in the past, and be ready to explain your thought process behind them.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities. Think about real-world scenarios where you had to research products or manage client files. Prepare to discuss how you ensured compliance and delivered clear, actionable advice.
✨Emphasise Teamwork
Cestrian Financial Planning values a supportive team environment, so highlight your experience working collaboratively. Share examples of how you've contributed to a team and supported colleagues, especially in high-pressure situations.
