At a Glance
- Tasks: Manage client applications, support paraplanning, and maintain accurate records.
- Company: Respected wealth management firm with a collaborative culture.
- Benefits: Salary up to £38,000, 22 days leave, and support for industry qualifications.
- Other info: Hybrid working after six months and opportunities for career growth.
- Why this job: Grow your paraplanning skills in a friendly, supportive environment.
- Qualifications: 2 years in financial planning and strong Microsoft Office skills.
The predicted salary is between 33000 - 38000 £ per year.
An established and highly respected wealth management firm is seeking a Financial Planning Administrator / Junior Paraplanner to join its close-knit team. This is an excellent opportunity for someone with financial planning administration experience who enjoys a varied role combining client administration and paraplanning support. Initially, the position is expected to be around 60% administration and 40% paraplanning, with the potential for the paraplanning element to grow into a full paraplanning position over time.
You will join a collaborative business where everyone works together to deliver outstanding client service. The successful candidate will be a team player who is happy to get involved in all aspects of the client journey and support advisers, paraplanners and colleagues across the business.
Key Responsibilities Will Include:
- Processing and managing new business applications through to completion
- Maintaining accurate client records and updating internal systems
- Preparing documentation and supporting annual review processes
- Assisting with pension and investment research
- Producing basic suitability and annual review reports
- Supporting cashflow modelling and paraplanning activities
- Liaising with clients, providers and advisers regarding ongoing cases
- Tracking workflow and ensuring tasks are completed efficiently
- Producing monthly valuation reports
- Supporting the wider team with day-to-day administrative duties
About You
To be considered, you’ll ideally have:
- At least 2 years’ experience within a Financial Planning, IFA or Wealth Management environment
- Experience in financial planning administration
- Working knowledge of Intelligent Office (IO)
- Strong Microsoft Office skills
- Excellent attention to detail and organisational ability
- A proactive, positive and flexible approach to work
- The ability to work independently whilst contributing to a team environment
Candidates who are working towards the Level 4 Diploma or have started professional qualifications will be particularly welcome, although this is not essential.
What’s on Offer?
- Salary up to £38,000
- Genuine opportunity to increase paraplanning responsibilities over time
- Support with industry qualifications, including examination costs and study materials
- 22 days annual leave, increasing with service up to 25 days
- Company pension
- Life insurance
- Free onsite parking
- Hybrid working available after successful completion of the initial six-month onboarding period
- Friendly, supportive and collaborative working environment
The role is currently based in High Wycombe. If you’re an experienced financial planning administrator looking to expand your paraplanning skills, or a junior paraplanner who still enjoys being involved in the administration side of the advice process, we’d love to hear from you.
Administrative Paraplanner in High Wycombe 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 Administrative Paraplanner in High Wycombe
✨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 Administrative Paraplanner in High Wycombe
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.
