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- Tasks: Provide high-quality paraplanning support and produce accurate suitability reports.
- Company: Established Chartered Accountants and Financial Planners in Cheltenham.
- Benefits: Competitive salary, mentoring opportunities, and exposure to complex financial planning.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Diploma qualified with experience in IFA/Financial Planning and report writing.
- Other info: Opportunity for career growth and involvement in business-wide projects.
The predicted salary is between 45000 - 55000 £ per year.
Our client, a well-established firm of Chartered Accountants and Financial Planners in Cheltenham, is recruiting for an experienced Paraplanner to join their growing Financial Planning team. This opportunity is suitable for both Paraplanners and Senior Paraplanners, depending on experience.
The successful candidate will provide a high-quality, client-focused paraplanning service, supporting Consultants with technical advice, suitability reporting and financial planning research. This role offers exposure to complex planning work and, at Senior level, the opportunity to mentor junior team members and influence best practice across the business.
Location: Cheltenham
Sector: Advisory
Contract Type: Permanent
Salary: £45000 - £55000 per annum
Key Responsibilities:
- Produce clear, accurate and compliant suitability reports within agreed deadlines
- Review client files to gain a detailed understanding of client objectives, needs and circumstances
- Identify and discuss key financial planning issues with the Consultant prior to report drafting
- Analyse and evaluate existing investments, pensions and financial arrangements
- Interpret risk profiling and attitude to risk and assess suitability of advice provided
Additional Responsibilities (Senior Paraplanner Level):
- Review and quality-check suitability reports produced by other Paraplanners
- Check and validate complex technical calculations
- Mentor and support Trainee and Junior Paraplanners
- Assist with complex cashflow modelling and advanced financial planning cases
- Contribute to business-wide projects to improve efficiency, advice quality and client outcomes
Skills, Experience & Qualifications:
- Diploma qualified (or equivalent)
- Previous experience within an IFA / Financial Planning environment
- Proven experience writing technical suitability reports
- Strong working knowledge of research tools such as Financial Express Analytics and Iress The Exchange
Desirable:
- Chartered status or working towards Chartered
- Minimum of three years’ experience in a technical Paraplanner role
- Experience mentoring or supervising Paraplanners
- Strong presentation, communication and stakeholder-management skills
Paraplanner - Firm of Accountants in Cheltenham employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Firm of Accountants in Cheltenham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also for their team culture!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the position. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate candidates like you!
We think you need these skills to ace Paraplanner - Firm of Accountants in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability reports and any mentoring you've done. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills: Don’t forget to mention your proficiency with research tools like Financial Express Analytics and Iress The Exchange. We love seeing candidates who are tech-savvy and can hit the ground running!
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. We appreciate a personal touch that shows us who you are.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clark Wood
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and financial planning. Familiarise yourself with the tools mentioned in the job description, like Financial Express Analytics and Iress The Exchange. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've produced suitability reports or mentored junior team members. This will help demonstrate your hands-on experience and how you can contribute to the team right away.
✨Ask Insightful Questions
Think of questions that show your interest in the firm and the role. For instance, ask about their approach to complex financial planning cases or how they support the professional development of their Paraplanners. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Practice Your Presentation Skills
Since strong communication skills are key for this role, practice explaining complex financial concepts in a clear and concise manner. You might even want to do a mock interview with a friend to get comfortable discussing your ideas and experiences.
