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For Companies At a Glance
- Tasks: Support advisers with technical paraplanning, client meetings, and bespoke reports.
- Company: Join a respected financial planning firm known for holistic advice and client relationships.
- Benefits: Enjoy hybrid working, 25 days holiday, private medical cover, and full exam support.
- Why this job: Perfect for those passionate about finance and client care, with growth opportunities into advisory roles.
- Qualifications: Experience in financial planning and a Diploma in Financial Planning preferred.
- Other info: Flexible hours and a collaborative team environment await you!
The predicted salary is between 30400 - 42000 £ per year.
Job Description
Job Title: Paraplanner
Location: Stansted Mountfitchet – With Monday and Fridays from home
Salary: £40,000 – £50000 DOE
About the Opportunity
We’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Paraplanner. This is a fantastic opportunity for someone who is passionate about Building technical knowledge as well as enjoying client care aspects and wants to work in a business that truly values a holistic and personalised service.
Anyone who is keen to develop into an Adviser down the line, there is also growth and development into this role if desired.
Our client is a boutique company of 22 and known for delivering holistic financial advice and for cultivating long-term relationships with their clients. The Paraplanner will play a key role in supporting this, working closely with a lead adviser alongside an administrator and client manager, to ensure the delivery of a first-class experience across every stage of the client journey.
The Role
You’ll be involved in all aspects of the technical paraplanning role, including cash flow forecasting, research and bespoke reports. You’ll also attend client meetings alongside the adviser, working closely alongside the client relationship managers, ensuring actions are tracked and clients feel fully supported.
This is a perfect position for someone who enjoys technical aspects of paraplanning, aspects of client engagement and a collaborative relationship with an adviser. Full Administration support is provided by a dedicated team.
The Ideal Candidate:
- Previous experience of working in a financial planning environment is essential
- Previous experience of working as a paraplanner to support advisers is desirable – technical administrators also considered.
- Diploma in Financial Planning (CII or equivalent) is preferred.
- A strong interest in building client relationships and being involved in their financial journey.
- Excellent organisational skills and attention to detail.
- A team player who enjoys working collaboratively and contributing to a high-quality advice process.
Benefits Include:
- Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
- Full exam support through to Chartered.
- Hybrid working with 2 days a week from home.
Paraplanner - 2 days from home and flexible working hours employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 2 days from home and flexible working hours
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software. Being well-versed in these technologies will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss your experience with client relationships during interviews. Highlight specific examples where you've successfully supported clients or advisers, as this will resonate well with the holistic approach valued by the firm.
✨Tip Number 4
Research the company’s values and client service philosophy. Tailoring your conversation to reflect how your personal values align with theirs can make a strong impression and show that you're a great fit for their team.
We think you need these skills to ace Paraplanner - 2 days from home and flexible working hours
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise any technical skills, client relationship management, and teamwork abilities that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and client care. Mention specific experiences that demonstrate your ability to support advisers and build client relationships, as well as your interest in developing into an Adviser.
Highlight Relevant Qualifications: If you have a Diploma in Financial Planning or equivalent qualifications, make sure to mention these prominently in your application. This will show that you meet the preferred criteria for the role.
Showcase Your Organisational Skills: In your application, provide examples of how you've demonstrated excellent organisational skills and attention to detail in previous roles. This is crucial for the paraplanning position and will set you apart from other candidates.
How to prepare for a job interview at Cranleigh Personnel
✨Show Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Brush up on cash flow forecasting and bespoke reporting techniques, as these are key aspects of the role.
✨Emphasise Client Care Skills
Since the firm values holistic and personalised service, be prepared to discuss your experience in client engagement. Share examples of how you've built relationships and supported clients in their financial journeys.
✨Highlight Team Collaboration
This role involves working closely with advisers and client relationship managers. Be ready to talk about your experiences in team settings and how you contribute to a collaborative work environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about past situations where you had to track actions or support clients effectively, and be ready to share those stories.
