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For Companies At a Glance
- Tasks: Provide high-level technical support to financial advisers in a fast-paced environment.
- Company: Join a national financial advice and wealth management firm with a supportive culture.
- Benefits: Earn up to £45,000 with a great benefits package and career development opportunities.
- Why this job: Be part of a growing team and make a real impact in financial planning.
- Qualifications: Minimum 3 years experience in paraplanning and Level 4 Diploma qualified.
- Other info: Enjoy a hybrid working model with flexibility and excellent career growth potential.
The predicted salary is between 38000 - 45000 £ per year.
Location: Alderley Edge
Salary: £38,000 - £45,000
Type: Permanent
Workplace: Hybrid
We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Alderley Edge, Cheshire. As a result of the company's recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available.
The Role
You’ll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process.
What We're Looking For
- Minimum 3 years experience in a paraplanning or technical support role
- Level 4 Diploma qualified (Part-qualified considered if majority of the way there to completion. Chartered status is a bonus but not essential)
- Strong report writing, research, and analytical skills
- Comfortable working across multiple platforms and systems
- Able to work independently and manage deadlines confidently
Working Model
Hybrid setup typically 3 days in the office, with flexibility depending on experience and team needs. Supportive, forward-thinking culture with scope to grow as the team expands.
Package
Up to £45,000 basic salary. Benefits package and career development opportunities within a national firm.
If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you’d like to discuss the opportunity further or be considered.
Paraplanner (Alderley Edge) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Alderley Edge)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice and wealth management sector. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss your experience with pensions, investments, and holistic financial planning. Show them you’re the perfect fit for their team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We’ve got all the resources you need to make your application stand out and get noticed.
We think you need these skills to ace Paraplanner (Alderley Edge)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in paraplanning, technical support, and any relevant qualifications. We want to see how your skills align with 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 passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to showcase your strong report writing, research, and analytical skills in your application. We’re looking for someone who can hit the ground running, so let us know how you’ve used these skills in past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and holistic financial planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your report writing, research, and analytical skills. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Familiarise Yourself with Their Tools
Since the role involves working across multiple platforms and systems, do a bit of homework on the tools commonly used in paraplanning. If you know what they use, you can demonstrate your adaptability and readiness to hit the ground running.
✨Emphasise Teamwork
This position thrives in a collaborative environment, so be prepared to discuss how you've successfully worked within a team in the past. Highlight your ability to support advisers and contribute positively to team dynamics.
