At a Glance
- Tasks: Lead a team of paraplanners to deliver exceptional financial planning services.
- Company: Join a wealth management firm that values client relationships and tailored strategies.
- Benefits: Earn up to £50,000 with hybrid working, pension contributions, and professional development.
- Other info: Supportive team culture with opportunities for growth and a referral reward scheme.
- Why this job: Make a real impact in clients' financial wellbeing while advancing your career.
- Qualifications: Level 4 Diploma qualified or working towards it, with paraplanning experience.
The predicted salary is between 50000 - 50000 £ per year.
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As the Paraplanner Team Leader based in Bath, you'll play a key role in supporting 2 other paraplanners and the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long‑term objectives.
Benefits:
- Up to £50,000, negotiable
- Hours: 9am to 5pm (Part‑time applicants welcome)
- Hybrid working
- Pension contribution
- PMI
- DIS
- A supportive and collaborative team culture that values growth and professional development.
- Opportunities to advance towards other positions as the company grows.
To be considered for this paraplanner leader position:
- Level 4 Diploma qualified or working towards – CISI/ CII/ LIBF
- Paraplanning experience within an advisory or wealth management environment.
- Excellent understanding of financial products
- Strong analytical, organisational, and written communication skills.
- Experience in mentoring and supporting colleagues
Apply today to be considered for this Paraplanner Leader opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Paraplanner Manager in Bath employer: Eden Rose
As a leading wealth management firm based in Bath, we pride ourselves on fostering a supportive and collaborative team culture that prioritises professional growth and development. With competitive benefits including hybrid working options, pension contributions, and private medical insurance, we empower our Paraplanner Team Leader to make a meaningful impact while advancing their career in a dynamic environment dedicated to exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Manager 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. 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 Manager 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.
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'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
✨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.
✨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 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 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.
