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- Tasks: Support financial planners by writing reports, conducting research, and modelling cash flows.
- Company: Join a bespoke financial planning firm known for high-quality, tailored advice.
- Benefits: Enjoy an annual bonus, pension scheme, and generous holiday allowance.
- Other info: Opportunity to grow within a small, dynamic business.
- Why this job: Be part of a collaborative team and make a real impact in financial planning.
- Qualifications: Experience as a paraplanner with strong knowledge of financial products and compliance.
The predicted salary is between 35000 - 45000 £ per year.
A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services, is looking to add a paraplanner to their back-office team. They provide a range of advice to both private and corporate clients and pride themselves on their tailored, bespoke approach to advice.
This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners, playing a key role through report writing, technical research, and cash-flow modelling.
There is a good benefits package along with an opportunity to be an important part of a small, growing business:
- Produce and package financial reports for a variety of Pensions, Investment, Protection, and Trust cases.
- Create and compile suitability reports, illustrations, and fund research.
- Attend client meetings with the financial planner on occasion.
Previous experience as a Paraplanner is required, with a strong understanding of financial products, platforms, and compliance requirements. Candidates should be technically competent with Microsoft programs, and ideally have experience with Xplan and FE Analytics.
Benefits include:
- Annual Bonus
- Company Pension scheme
- Competitive Holiday allowance with additional days given for the office being closed over Christmas
Paraplanner (Pensions Management) in Bridgnorth employer: Grove Talent Solutions
Contact Detail:
Grove Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) in Bridgnorth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect paraplanner role!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience with report writing and technical research. Bring examples of your work if you can – it’s a great way to demonstrate your expertise in pensions management.
✨Tip Number 3
Be proactive! If you see a company you’d love to work for, don’t wait for them to post a job. Reach out directly and express your interest in joining their team. Tailor your message to show how you can add value to their bespoke approach.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that paraplanner position. Plus, applying directly shows your enthusiasm and commitment to being part of a collaborative, forward-thinking team.
We think you need these skills to ace Paraplanner (Pensions Management) in Bridgnorth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the paraplanner role. Highlight your previous experience in financial planning, especially with pensions and investment products, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our team and how your background aligns with our bespoke approach to financial advice. Keep it personal and engaging!
Showcase Your Technical Skills: We love candidates who are technically savvy! Make sure to mention your proficiency with Microsoft programs and any experience with Xplan or FE Analytics. This will help us see how you can hit the ground running.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Grove Talent Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, platforms, and compliance requirements. The firm is looking for someone with a strong understanding of these areas, so be prepared to discuss your experience and how it relates to the role.
✨Showcase Your Technical Skills
Since the job involves using Microsoft programs and ideally Xplan and FE Analytics, it’s a good idea to highlight your technical competencies. Bring examples of how you've used these tools in your previous roles to demonstrate your capability.
✨Prepare for Report Writing
As a paraplanner, you'll be involved in producing financial reports and suitability reports. Be ready to talk about your experience in report writing and how you ensure accuracy and clarity in your documentation.
✨Be Ready for Client Interaction
Even though this is a back-office role, you may attend client meetings. Think about how you can contribute to these discussions and show that you're comfortable interacting with clients when needed.