At a Glance
- Tasks: Produce high-quality reports and conduct research to support Financial Planners.
- Company: Rapidly growing Chartered Financial Planning firm with a focus on employee development.
- Benefits: Salary up to £55,000, hybrid working, study support, and clear career progression.
- Other info: Supportive culture with genuine investment in your career growth.
- Why this job: Join a forward-thinking team and make a real impact in financial planning.
- Qualifications: Diploma Level 4 qualified or close, with previous Paraplanning experience.
The predicted salary is between 48000 - 55000 £ per year.
An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Bath. Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo.
The Opportunity
You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available.
What We're Looking For
- Diploma Level 4 qualified (or very close to completion)
- Previous Paraplanning experience within Financial Planning
- Strong technical knowledge and report writing skills
- Excellent attention to detail and communication skills
- A collaborative team player who enjoys delivering high-quality client outcomes
What's on Offer
- Salary of £48,000 - £55,000 depending on experience
- Hybrid working (3 days office / 2 days home)
- Full study support towards Chartered status, including paid study leave and exam funding
- Clear career progression opportunities
- Supportive, collaborative culture with genuine investment in employee development
- Opportunity to join a growing business with long-term career prospects
If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you.
Paraplanner in Bath employer: Eden Rose Careers
As a Senior IFA Administrator at our Gatwick office, you will join a dynamic team that values collaboration and professional growth. We offer a hybrid working model, competitive salary, and a supportive work culture that prioritises employee development and regulatory compliance. With opportunities for continuous improvement and process enhancement, you'll play a crucial role in delivering exceptional client service while enjoying the benefits of a flexible work environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bath
✨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 Eden Rose Careers. 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 Bath
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 Eden Rose Careers.
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 Eden Rose Careers'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 Eden Rose Careers
✨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 Eden Rose Careers.
✨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 Eden Rose Careers 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 Eden Rose Careers 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.
