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- Tasks: Conduct research, prepare reports, and assist advisers in delivering top-notch financial planning.
- Company: Award-winning financial planning firm located in Birmingham City Centre.
- Benefits: Competitive salary, hybrid working model, and professional development opportunities.
- Why this job: Join a forward-thinking team and elevate your career in financial planning.
- Qualifications: Experience in paraplanning and progress towards CII qualifications required.
- Other info: Enjoy a collaborative environment with flexible working arrangements.
The predicted salary is between 35000 - 50000 £ per year.
An opportunity has arisen for an experienced paraplanner to join a well-established and award-winning financial planning firm in the heart of Birmingham. This role is ideal for a detail-oriented professional who enjoys complex calculations, in-depth research, and supporting advisers with high-quality financial planning.
The Role
As a key part of the financial planning team, you will play a crucial role in delivering excellent service to clients. Your responsibilities will include conducting research, preparing suitability reports, assisting with cash-flow modelling, and ensuring all documentation meets regulatory standards. You will also work closely with advisers to prepare for client meetings, providing valuable insights and ensuring seamless execution of financial plans.
Key Responsibilities
- Conduct in-depth research and analysis to support financial planning recommendations
- Prepare suitability reports and ensure compliance with regulatory requirements
- Assist with cash-flow modelling and complex calculations
- Collaborate with advisers to prepare for client meetings
- Stay up to date with industry changes and evolving regulations
Requirements
- Progress towards CII qualifications (Diploma in Regulated Financial Planning or equivalent)
- Strong experience in paraplanning, particularly with complex calculations
- Excellent attention to detail and ability to interpret financial data
- Proactive approach and ability to work independently
- Strong communication and organisational skills
- Proficiency in Microsoft Office (Word & Excel); experience with Fidelity platform is desirable
What's on Offer
- Competitive salary of £35,000 to £50,000, dependent on experience and qualifications
- Hybrid working model – two days in the office, three from home
- Opportunities for professional development and career progression
- A collaborative and supportive working environment with a flexible approach
This is an excellent opportunity for a skilled paraplanner to take the next step in their career within a forward-thinking financial planning firm.
Paraplanner (Route to Advice) in Birmingham employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Route to Advice) in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream paraplanner role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like suitability reports or cash-flow models, to demonstrate your expertise during interviews. We want to see how you tackle complex calculations and research.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner (Route to Advice) in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially with complex calculations and research, to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our needs. Be specific about your achievements and how they relate to the responsibilities of the paraplanner role.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We want to see that you can produce high-quality documentation that meets regulatory standards.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a paraplanner, you'll be dealing with complex calculations and financial data. Brush up on your numerical skills and be ready to discuss specific examples of how you've handled intricate financial analyses in the past. This will show your potential employer that you’re detail-oriented and capable of managing the responsibilities of the role.
✨Research the Firm
Before the interview, take some time to research the financial planning firm. Understand their values, recent achievements, and any unique services they offer. This knowledge will not only help you tailor your answers but also demonstrate your genuine interest in the company and its mission.
✨Prepare for Technical Questions
Expect questions related to regulatory standards and compliance, as well as cash-flow modelling techniques. Prepare by reviewing relevant regulations and best practices in financial planning. Being able to articulate your understanding of these topics will set you apart from other candidates.
✨Showcase Your Communication Skills
As you'll be collaborating closely with advisers and clients, strong communication skills are essential. Practice explaining complex financial concepts in simple terms. During the interview, highlight instances where your communication made a positive impact on a project or client relationship.