At a Glance
- Tasks: Support advisers by conducting research and preparing financial planning solutions.
- Company: Join a well-established Independent Financial Advice practice with a supportive culture.
- Benefits: Stable environment, collaborative team, and opportunities for professional growth.
- Other info: Be part of a close-knit team with excellent career development opportunities.
- Why this job: Make a real impact on clients' financial journeys while developing your expertise.
- Qualifications: Experience in paraplanning or financial services and strong compliance knowledge.
The predicted salary is between 43000 - 50000 £ per year.
Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment. The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning.
With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture. The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly.
The Role
- Conduct whole-of-market research to identify suitable financial planning solutions
- Analyse client information and interpret data gathered by Financial Advisers
- Prepare suitability reports and recommendation letters
- Produce quotations and technical illustrations using industry research tools
- Process new business applications and manage cases through to completion
- Obtain outstanding information from providers and clients where required
- Ensure all work is completed in line with FCA and internal compliance requirements
- Keep up to date with product, legislative, and regulatory changes
- Support advisers in delivering an exceptional client experience
The Person
- Previous Paraplanning or technical support experience within an IFA practice
- Strong understanding of financial planning products and whole-of-market research
- Experience preparing suitability reports and processing new business
- Good knowledge of FCA compliance and regulatory requirements
- Excellent organisational skills and attention to detail
- Strong communication skills with a proactive and professional approach
- Ideally Level 4 Diploma qualified or working towards the qualification
Paraplanner in Kimbolton 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 Paraplanner in Kimbolton
✨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 in Kimbolton
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.
