At a Glance
- Tasks: Support advisers by managing client appointments, conducting research, and creating financial plans.
- Company: Boutique wealth planning firm in Aylesbury with a collaborative atmosphere.
- Benefits: Generous annual leave, hybrid working, and full study support for professional development.
- Other info: Flexible working hours with a maximum of 1-2 days in the office per week.
- Why this job: Join a supportive team and make a real impact on clients' financial journeys.
- Qualifications: Experience in suitability letter writing and research; diploma or nearing qualification preferred.
The predicted salary is between 40000 - 50000 £ per year.
Location: Aylesbury
Home working - 1-2 days office based per week maximum
Salary: £40,000 - £50,000 depending upon experience
Are you a Paraplanner looking for more home working and flexibility? Would you enjoy working collaboratively with 2 advisers, where you are part of the whole process and play a key support function? Would you enjoy being able to build and develop strong relationships with the clients? If so, this role could be for you.
Company/Role Information
Our client is a chartered independent wealth planning company based in Aylesbury. They are a boutique set up, and you will be working closely with two Advisers on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise. They are situated in a shared office location with a few other companies, so although small themselves - the atmosphere in the office feels nice and social.
This role would suit someone who enjoys taking full ownership of the support function, as you will be responsible for all adviser support from start to finish.
Responsibilities will include:
- Appointment booking/contacting clients/diary management
- Sending out authorities and gathering information
- Research/analysis of that information
- Presentation/discussion with adviser plan for client
- Paperwork creation
- Suitability Report writing
- Submission for compliance checking
- Liaising with providers to get recommendations in place/transfers etc
Other things to note with the role/benefits:
- They offer generous annual leave - 28 days holiday plus bank holidays and a further two weeks off between Christmas and new year
- Lots of room for flexibility with Hybrid working. 1-2 days in the office per week maximum required, but the option to go in more if preferred.
- Hours 9am – 5pm.
- Full study and exam support if looking to continue studies.
- Ideally they feel the role is best matched to someone who either has their diploma, or almost qualified and looking to continue to achieve the diploma.
- Experience with suitability letter writing, and research is essential.
So, if you are looking for a truly collaborative environment with the chance to be involved in interesting cases/research, and lots of work life balance, then please apply for the role and we can run through in more detail.
Paraplanner - 1 day in the office per week in Aylesbury employer: Cranleigh Personnel Careers
Join a highly respected financial planning firm in Wokingham that prioritises your growth and development as a Trainee Financial Advisor. With a bespoke trainee development programme, full support for professional qualifications, and early client-facing exposure, you'll be equipped to build a successful career in financial planning. The supportive and collaborative work culture, combined with a genuine pathway to becoming an established Financial Adviser, makes this an exceptional opportunity for motivated individuals looking to make a meaningful impact in the financial services industry.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - 1 day in the office per week in Aylesbury
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Cranleigh Personnel Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Cranleigh Personnel Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Cranleigh Personnel Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner - 1 day in the office per week in Aylesbury
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Cranleigh Personnel Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Cranleigh Personnel Careers how you can be a team player!
How to prepare for a job interview at Cranleigh Personnel Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Cranleigh Personnel Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Cranleigh Personnel Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
