At a Glance
- Tasks: Support Financial Planners and conduct data analysis to create impactful financial plans.
- Company: Dynamic financial services firm with a focus on client relationships.
- Benefits: Flexible working, private medical insurance, and a Christmas shutdown.
- Other info: Opportunity to work closely with the Managing Director and grow your career.
- Why this job: Join a collaborative team and make a real difference for high net worth clients.
- Qualifications: Level 4 Diploma in Financial Planning and 2-3 years of paraplanning experience.
The predicted salary is between 37000 - 48000 £ per year.
Are you a Paraplanner that’s a dab hand with numbers? Do you love supporting clients and getting stuck into analytics? Well then! We have the perfect Paraplanner role for you!
We’re on the hunt for problem solvers, with a positive can-do attitude who are keen to further their career in financial services. You’ll get the opportunity to work directly with the Managing Director to develop relationships with high worth individuals and make a real impact! If you’re data driven & hungry to progress… APPLY!
As a Paraplanner, your responsibilities will include:
- Support Financial Planners with preparing client files, research, and draft financial plans
- Conduct technical calculations and analyse data to support recommendations
- Communicate with clients and providers via phone, email, and meetings
- Attend client meetings, take notes, and support the advice process
- Assist with implementation of financial strategies and general administration
- Act as a link between Financial Planners and Administration teams
We are looking for a Paraplanner with the following skills and experiences:
- Level 4 Diploma in Financial Planning (or working towards)
- Minimum 2-3 years’ experience in a paraplanning role
- Strong technical knowledge of financial planning tools, products, and MS Office
- High attention to detail with a structured, process-driven approach
- Excellent written and verbal communication skills with a client-focused mindset
- Strong team player, comfortable working in a collaborative, team environment
In return, the successful Paraplanner will receive a salary of £37,000 - £48,000 DOE plus the following benefits:
- Flexible working
- Working from home
- Private Medical Insurance
- Christmas shutdown
Fancy knowing more? Send your CV over for this Paraplanner position today!
Paraplanner (Senior) employer: Fresh Perspective Resourcing
Join a dynamic and supportive team in Bolton as an Employee Benefits Team Lead, where your leadership will be valued and your professional growth encouraged. With competitive salaries, generous holiday allowances, and unique perks like early finishes on Fridays and festive celebrations, this company fosters a vibrant work culture that prioritises employee well-being and development. Embrace the opportunity to make a meaningful impact while advancing your career in the thriving insurance sector.
Contact Details:
Fresh Perspective Resourcing Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Senior)
✨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 Fresh Perspective Resourcing. 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 (Senior)
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 Fresh Perspective Resourcing.
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 Fresh Perspective Resourcing'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 Fresh Perspective Resourcing
✨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 Fresh Perspective Resourcing.
✨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 Fresh Perspective Resourcing 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 Fresh Perspective Resourcing 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.
