At a Glance
- Tasks: Support financial planning by preparing reports and conducting research with innovative technology.
- Company: Forward-thinking wealth management firm investing in people and technology.
- Benefits: Salary of £30,000 - £35,000, hybrid working, and ongoing professional development.
- Other info: Dynamic environment with exposure to AI-enhanced processes and interesting technical work.
- Why this job: Join a team that values collaboration and offers clear career progression opportunities.
- Qualifications: 1-2 years experience in Paraplanning and strong understanding of financial planning.
The predicted salary is between 30000 - 35000 £ per year.
Looking for More Than Just Another Paraplanning Role?
Are you a Junior Paraplanner ready to take the next step in your career, or an experienced Paraplanner looking for a fresh challenge within a forward thinking wealth management firm?
We're partnering with a growing and well respected financial planning practice that is investing heavily in its people, technology, and processes.
This is an exciting opportunity to join a business that combines traditional financial planning values with innovative technology to deliver an exceptional client experience.
If you're looking for greater responsibility, exposure to technical work, and genuine opportunities to develop your career, we'd love to hear from you.
The Role
Working closely with experienced Advisers and the wider support team, you'll play a key role in delivering high quality financial planning support while helping clients achieve their long-term financial goals.
This position offers excellent exposure to technical financial planning work, making it ideal for someone looking to build on their existing skills and progress within the profession.
Key Responsibilities
- Prepare suitability reports and recommendation letters.
- Complete critical yield calculations and pension transfer analysis.
- Conduct research across pensions, investments, and protection solutions.
- Support Advisers with technical planning queries and case preparation.
- Utilise modern technology and AI-enhanced workflows to improve efficiency and client outcomes.
- Ensure all documentation meets regulatory and compliance requirements.
- Assist in delivering a seamless and professional client journey from recommendation through to implementation.
About You
- Ideally 1-2 years experience within a Paraplanning role.
- Strong understanding of pensions, investments, and financial planning.
- Experience writing suitability reports and conducting technical research.
- Excellent attention to detail and analytical skills.
- A proactive and organised approach to managing workloads.
- Confident working independently and as part of a collaborative team.
- Progress towards the Level 4 Diploma in Financial Planning would be advantageous.
- Hybrid Working
- Flexible hybrid working arrangement.
- Typically 1-3 days per week in the office following onboarding and training.
- Supportive environment with ongoing guidance and development.
What's on Offer?
- Salary of
- £30,000 - £35,000
- Hybrid and flexible working
- Supportive and established team environment
- Exposure to innovative technology and AI-enhanced processes
- Ongoing training and professional development
- Clear progression opportunities as the business continues to grow
- Interesting and varied technical work
- A culture that values collaboration, development, and long-term career growth
Why Apply?
This is a fantastic opportunity to join a business that's embracing the future of financial planning while maintaining a strong focus on employee development.
Whether you're looking to step up from a junior position or you're seeking a new challenge where your skills will be recognised and developed, this role offers the platform to take your career forward.
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Paraplanner in North East employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in North East
✨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 North East
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.
