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- Tasks: Support consultants by preparing compliant financial reports and evaluating investment portfolios.
- Company: Join a thriving IFA with 25 years of success and a friendly team culture.
- Benefits: Enjoy hybrid working, flexible Fridays, wellness programs, and increasing holiday with service.
- Why this job: Perfect for those seeking work-life balance and a supportive environment in finance.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning and be commutable to Trowbridge.
- Other info: Competitive salary with bonuses and study support for career progression.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner (Level 4)
£45,000 – £50,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + Progression
Trowbridge
Are you an Paraplanner with a Level 4, looking to join a tight knit, friendly team, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service?
On offer is the opportunity to join an IFA working with hight net worth clients (+£400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago.
Your role will involve supporting consultants, preparing compliant reports / \’Financial Life Plan\’ reports detailing the consultant\’s recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios.
This role would suit a Paraplanner with a Level 4 In Financial Planning looking for work life balance, hybrid working, nice hours and time in lieu.
The role
* Preparing compliant reports / \’Financial Life Plan\’ reports detailing the consultant\’s recommendations for the client
* Investing client money as per recommendations
* Evaluating investment portfolios.
* 9-5 Monday – Friday
The Person
* Paraplanner
* Diploma in Regulated Financial Planning
* Commutable to Trowbridge, 2 Days a week
Reference Number: 20781
Key words: Paraplanner, finance, consultant, dentists, clients, planning.
If you are interested in this role, click \’apply now\’ to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C\’s, Privacy Policy and Disclaimers which can be found at our website.
Paraplanner (Level 4) in Trowbridge, Wiltshire employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Level 4) in Trowbridge, Wiltshire
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or in similar roles. Attend local finance events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the specific requirements of the role, such as preparing compliant reports and evaluating investment portfolios. This knowledge will help you demonstrate your understanding during any informal conversations or interviews.
✨Tip Number 3
Research the company’s culture and values to ensure they align with your own. Being able to articulate why you want to work for them and how you fit into their team can set you apart from other candidates.
✨Tip Number 4
Prepare thoughtful questions to ask during any interviews or networking opportunities. This shows your genuine interest in the role and helps you gather valuable insights about the company and its expectations.
We think you need these skills to ace Paraplanner (Level 4) in Trowbridge, Wiltshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and relevant paraplanning experience. Emphasise your skills in preparing compliant reports and evaluating investment portfolios, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire for a work-life balance. Mention how your experience aligns with the company's values and their focus on high net worth clients.
Highlight Relevant Experience: In your application, detail any previous roles where you supported consultants or prepared financial reports. Use specific examples to demonstrate your ability to invest client money accurately and evaluate portfolios effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Financial Planning Fundamentals
Make sure you brush up on your knowledge of financial planning principles and regulations. Be prepared to discuss how you would prepare compliant reports and evaluate investment portfolios, as these are key aspects of the role.
✨Showcase Your Experience with High Net Worth Clients
Since the company works with high net worth clients, be ready to share examples of your previous experience in this area. Highlight any specific strategies you've used or challenges you've faced when managing their investments.
✨Emphasise Work-Life Balance
Given that the company values work-life balance, express your appreciation for this aspect. Share how you manage your time effectively and maintain a healthy work-life balance, especially in a hybrid working environment.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready to ask during the interview. This shows your interest in the role and the company. You might want to inquire about their approach to client relationships or opportunities for professional development.
