At a Glance
- Tasks: Support Advisers in delivering top-notch financial planning solutions and client interactions.
- Company: Respected financial planning business with a collaborative culture.
- Benefits: Up to £40,000 salary, hybrid working, 51 days annual leave, and private medical insurance.
- Other info: Enjoy wellness days and full exam support for your professional growth.
- Why this job: Join a growing team and make a real impact in clients' financial journeys.
- Qualifications: 3+ years in financial planning, strong report writing, and Level 4 Diploma preferred.
The predicted salary is between 35000 - 40000 £ per year.
- Location: Gerrards Cross, Buckinghamshire
- Type: Permanent
- Working Pattern: Hybrid Working
- Technical Specialist / Senior Technical Assistant (Paraplanner)
Are you an experienced Paraplanner or Technical Specialist looking to take the next step in your career with a highly respected financial planning business?
We’re seeking a technically strong and client-focused Technical Specialist / Senior Technical Assistant (Paraplanner) to join our growing team in Gerrards Cross.
This is an excellent opportunity for someone who enjoys combining technical analysis, financial planning research, and client interaction while working closely alongside Advisers and a supportive Client Services team.
With outstanding benefits, a collaborative culture, and genuine investment in professional development, this role offers the perfect environment to continue building your career within financial planning.
The Role
Supporting Advisers throughout the client journey, you’ll play a key role in delivering high-quality financial planning solutions and helping clients achieve their long-term objectives.
Key Responsibilities
- Preparing and supporting client review and new business meetings
- Gathering and analysing client information
- Conducting technical research across pensions, investments and protection
- Producing detailed suitability reports and recommendation documents
- Undertaking cashflow modelling using Voyant
- Using Genovo to assist with report writing and suitability documentation
- Liaising with Discretionary Fund Managers (DFMs) and product providers
- Assisting Advisers during client meetings where appropriate
- Ensuring all work meets regulatory and compliance standards
- Supporting ongoing client reviews and technical planning requirements
About You
We’re keen to speak with individuals who have
- At least 3 years’ experience within an IFA / Financial Planning environment
- Previous experience in paraplanning, adviser support or technical administration
- Strong suitability report writing skills
- Experience of financial planning research and technical analysis
- Exposure to cashflow modelling
- Experience working with DFMs
- Knowledge of Voyant and Genovo (highly desirable)
- A strong understanding of FCA compliance requirements
- Excellent written and verbal communication skills
Qualifications
- Level 4 Diploma in Financial Planning (or equivalent) achieved
- Or candidates who are close to completing their Level 4 qualification will also be considered
What’s in it for You?
- This firm offers one of the most attractive benefits packages in the market, including:
- Salary up to £40,000
- Hybrid working
- 28 days annual leave
- 3 additional days at Christmas
- Bank holidays
- Every last Friday of the month off (12 Wellness Days per year)
- Total annual leave entitlement of up to 51 days per year
- Private Medical Insurance (PMI)
- Annual bonus scheme
- Life assurance
- Shared parental leave benefits
- Full exam support and study funding
- #J-18808-Ljbffr
Technical Paraplanner in Gerrards Cross employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Gerrards Cross
✨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 Technical Paraplanner in Gerrards Cross
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.
