At a Glance
- Tasks: Provide high-quality technical support and mentor junior paraplanners in a dynamic financial planning environment.
- Company: Dodd Wealthcare, an independent and growing financial-planning firm in Cumbria.
- Benefits: Competitive salary, flexi-time, hybrid working, 30+ days holiday, and professional development support.
- Other info: Enjoy a close-knit culture with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in the world of financial planning.
- Qualifications: 4+ years paraplanning experience and Level 4 Diploma; Chartered status interest is a plus.
The predicted salary is between 35000 - 45000 £ per year.
Dodd Wealthcare is the financial-planning arm of Dodd & Co Accountants, a proudly Cumbrian firm. We are directly authorised by the FCA (FRN 921450), offering whole-of-market independent advice with no provider tie-ins. We’re growing our paraplanning team and looking for an experienced Senior/Paraplanner to provide high-quality technical support to our financial planners, and to help mentor and develop the junior paraplanners coming up behind you. This is a role for someone who can handle complex casework with minimal supervision and hit the ground running.
What you'll do:
- Prepare suitability and review reports, cashflow analysis and product/provider research across pensions, investments, trusts and protection.
- Handle pension switches (excluding DB), investment switches and trust-based investment work.
- Maintain accurate, compliant client records on iO (Intelligent Office) to FCA, GDPR and Consumer Duty standards.
- Support and mentor junior paraplanners and the client-services team.
Who we're looking for:
- 4+ years' paraplanning experience, ideally having progressed from an administrator role within a wealth firm.
- Level 4 Diploma (minimum), committed to CPD; working towards, or interested in, Chartered status.
- Exposure to pension switches (non-DB), investment switches and trust-based investments.
- Confident with iO, CashCalc, FE Analytics or close, transferable equivalents (e.g. Voyant).
- A team player who thrives in a close-knit firm where quality is everything.
- Commutable to Carlisle or Penrith (Cumbria, Kendal, North Lancashire or the Scottish Borders), or open to relocating.
What you'll get:
- A competitive salary, reviewed against your experience and qualifications.
- Overtime paid at time-and-a-half on chargeable hours.
- Genuine flexi-time: core hours are just 10 to 12 and 2 to 4, within a 7am to 7pm window.
- Hybrid working: up to 3 days from home once established, after an initial office-based training period.
- 30 days' holiday plus bank holidays, buildable toward around 38 days via the flexi scheme.
- 5% employer pension, health & wellbeing plan, enhanced parental leave, paid professional subscription.
- Funded CII/CISI exams, study support and a clear path to Chartered.
How to apply:
Apply via this post, or for a confidential conversation contact our recruitment partner Mark Penswick at Antony George Recruitment: mark.penswick@antonygeorge.com. Initial conversations are informal and exploratory.
Paraplanner in Carlisle employer: Dodd Wealthcare
Dodd Wealthcare is an exceptional employer, offering a supportive and collaborative work environment in the heart of Cumbria. With a strong commitment to employee development, including funded professional exams and a clear path to Chartered status, we prioritise your growth while providing competitive benefits such as genuine flexi-time, hybrid working options, and generous holiday allowances. Join us to be part of a fiercely independent firm that values quality and teamwork, where your expertise will directly contribute to our clients' financial success.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Carlisle
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dodd Wealthcare. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Carlisle
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dodd Wealthcare.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dodd Wealthcare's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dodd Wealthcare
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dodd Wealthcare.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dodd Wealthcare will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dodd Wealthcare employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
