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- Tasks: Support Financial Planners with research, analysis, and client reporting.
- Company: Join a well-established Financial Management company in Cardiff.
- Benefits: Enjoy a 4-day work week, generous holiday, and bonuses.
- Why this job: Be part of a supportive team with growth opportunities and a positive culture.
- Qualifications: Experience in financial planning, GCSEs in Maths and English, and strong IT skills required.
- Other info: Must be a driver due to location; remote work not available.
The predicted salary is between 36000 - 60000 £ per year.
A fantastic opportunity to join an established Financial Management company in Cardiff as a Paraplanner on a permanent basis. In this key role, you will technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you\’ll be doing: Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Contacting third parties and suppliers to gather relevant information. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we\’re looking for: Strong experience working within a financial planning environment. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Certificate in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including – 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress. TPBN1_UKTJ
Paraplanner employer: Focus Resourcing Group
Contact Detail:
Focus Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the financial planning tools and software commonly used in the industry. Being well-versed in these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Brush up on your analytical skills, as this role requires interpreting data and providing solutions. Consider taking a short course or workshop that focuses on financial analysis to enhance your skill set.
✨Tip Number 4
Prepare to discuss your experience in customer service during interviews. Highlight specific examples where you've successfully managed client relationships, as this is crucial for a role that supports Financial Planners in delivering advice.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning. Emphasise your technical skills, attention to detail, and any specific software you are proficient in, such as Microsoft Office and financial software.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Paraplanner role. Mention your experience with client cashflows, data analysis, and your ability to work independently. Be sure to express your enthusiasm for the opportunity to join the company.
Highlight Relevant Qualifications: Include any qualifications related to financial planning, such as a Certificate in Financial Planning or equivalent. If you are prepared to study to level 6, mention this in your application to show your commitment to professional development.
Showcase Customer Service Skills: Since the role requires excellent telephone manners and a strong focus on customer service, provide examples in your application of how you've successfully interacted with clients or resolved issues in previous roles.
How to prepare for a job interview at Focus Resourcing Group
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge before the interview. Be prepared to discuss your experience in analysing data and preparing reports, as this role heavily relies on these skills.
✨Demonstrate Attention to Detail
Since the role requires excellent attention to detail, be ready to provide examples of how you've ensured accuracy in your previous work. This could include discussing specific projects where your meticulousness made a difference.
✨Highlight Your IT Skills
The job requires strong IT skills, particularly with Microsoft Office and financial software. Be prepared to discuss your proficiency with these tools and any relevant software you have used in past roles.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Consider asking about the team dynamics, the investment committee meetings, or opportunities for professional development within the company.
