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- Tasks: Support financial planners by producing reports, conducting research, and modelling cash flows.
- Company: A bespoke financial planning firm known for high-quality, tailored advice.
- Benefits: Competitive salary, annual bonus, pension scheme, and generous holiday allowance.
- Other info: Opportunity to attend client meetings and develop your skills in a dynamic environment.
- Why this job: Join a collaborative team and make a real impact in a growing business.
- Qualifications: Experience as a paraplanner with strong knowledge of financial products.
The predicted salary is between 34000 - 38000 £ 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 and you will play 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. So, someone who wants to use their skillset to make a difference would be ideal.
Key Responsibilities- Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases.
- Create and compile suitability reports, illustrations and fund research.
- Answer technical queries and build relationships with clients.
- Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms.
- Attend client meetings with the financial planner on occasion.
- Diploma qualified (Desirable)
- Previous experience as a Paraplanner (Essential)
- Strong understanding of financial products, platforms, and compliance requirements.
- Excellent communication and time management skills.
- Strong problem-solving abilities and attention to detail.
- Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics.
- Annual Bonus
- Death in Service
- Company Pension scheme
- Competitive Holiday allowance with additional days given for the office being closed over Christmas
Paraplanner in Newport employer: Grove Talent Solutions
Contact Detail:
Grove Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newport
✨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 the inside scoop on a paraplanner role!
✨Tip Number 2
Showcase your skills! When you get the chance to chat with potential employers, highlight your experience with report writing and cash-flow modelling. Bring examples of your work if you can – it’s a great way to demonstrate your expertise.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of financial products and compliance requirements. Be ready to discuss how you’ve tackled technical queries in the past. Confidence is key, so practice makes perfect!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented paraplanners who want to make a difference. Keep an eye on our job listings and get your application in – we’d love to hear from you!
We think you need these skills to ace Paraplanner in Newport
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 paraplanning experience and any relevant qualifications, like your Diploma, 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 skills can contribute to our bespoke approach. Keep it professional but let your personality come through!
Showcase Your Technical Skills: We love candidates who are technically savvy! Mention your experience with financial products, compliance, and tools like Xplan and 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 Financial Products
Make sure you brush up on your knowledge of financial products, platforms, and compliance requirements. Being able to discuss these confidently will show that you're not just a paraplanner but a knowledgeable asset to the team.
✨Prepare for Technical Questions
Expect technical queries during the interview. Prepare by reviewing common scenarios you might encounter in report writing or cash-flow modelling. This will help you demonstrate your problem-solving abilities and attention to detail.
✨Showcase Your Communication Skills
Since you'll be supporting financial planners and occasionally attending client meetings, it's crucial to highlight your communication skills. Practice articulating complex financial concepts in simple terms to show you can build relationships with clients effectively.
✨Research the Company Culture
Take some time to understand the company's bespoke approach to financial planning. Tailor your responses to reflect how your values align with theirs, and express your enthusiasm for being part of a collaborative and forward-thinking team.