At a Glance
- Tasks: Support financial planning by providing technical assistance and collaborating with a team of paraplanners.
- Company: Join a successful and expanding practice in Chester with a friendly atmosphere.
- Benefits: Competitive salary, study support, flexible hours, and 25 days holiday.
- Other info: Enjoy staff events and an annual pay review in a dynamic work environment.
- Why this job: Kickstart your career in finance with excellent training and progression opportunities.
- Qualifications: Experience in an IFA practice, strong analytical skills, and proficiency in Microsoft Office.
The predicted salary is between 38000 - 45000 £ per year.
We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners.
The successful candidate will need to have experience in providing technical support in a Financial Planning firm.
The successful Paraplanner will be offered:
- Basic Salary ranging from £38,000 - £45,000
- Study material/Exams paid and study leave provided
- Staff events
- Great Training and Progression Opportunities
- Annual Pay Review
- 25 days holiday + bank holidays
- 9:00 – 5:30 Monday to Friday with flexible working hours where required.
To be considered for the Paraplanner role, you must have:
- Previous experience working within an IFA practice
- Organised and methodical with excellent attention to detail
- Ability to prioritise, meet targets and deadlines
- Effective communication skills both written and verbal
- Strong analytical and numerical skills
- Strong IT skills, specifically in Microsoft Word, Excel and Outlook
- Experience with the Intellifo back-office system would be advantageous, together with experience in some, or all, of the following:
- SelectaPension
- Financial Express
- Analytics
- Trigold
- Assureweb
- ExWeb
- MiCap
- Investment Platforms; Abrdn, Aviva
Paraplanner employer: GCB Agency Recruitment
Join a thriving practice in Chester as a Paraplanner, where you will benefit from a supportive and professional work culture that prioritises employee growth and development. With competitive salaries, comprehensive training opportunities, and a commitment to work-life balance through flexible hours and generous holiday allowances, this is an excellent opportunity for those looking to advance their careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work as paraplanners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and the tools mentioned in the job description. We want you to be able to discuss your experience with systems like Intellifo and investment platforms confidently!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects effectively. This will highlight your ability to prioritise and meet deadlines, which is key for a Paraplanner.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant technical support you've provided. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your previous work and how it relates to the role. We love a good story!
Show Off Your Skills:Don’t forget to mention your IT skills, especially with Microsoft Word, Excel, and Outlook. If you’ve worked with any of the systems listed in the job description, make sure to highlight that too. We’re keen on those details!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get your application rolling!
How to prepare for a job interview at GCB Agency Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Familiarise yourself with the tools and systems mentioned in the job description, like Intellifo and various investment platforms. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've provided technical support in an IFA practice. Highlight your organisational skills and attention to detail by discussing how you managed tasks or projects effectively. This will demonstrate your suitability for the role.
✨Practice Your Communication Skills
Since effective communication is key, practice articulating your thoughts clearly and concisely. You might want to do a mock interview with a friend or family member, focusing on both your verbal and written communication skills. This will help you feel more confident during the actual interview.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, training opportunities, or the company culture. It shows that you're genuinely interested in the role and helps you assess if it's the right fit for you.
