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For Companies At a Glance
- Tasks: Support advisers with investment analysis and portfolio reviews in a hybrid role.
- Company: Respected independent financial planning firm in Cardiff.
- Benefits: Competitive salary up to £50,000, 33 days holiday, and private medical insurance.
- Why this job: Join a high-quality firm and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and strong investment knowledge required.
- Other info: Great career growth opportunities in a supportive professional environment.
The predicted salary is between 36000 - 60000 £ per year.
Location: Cardiff (Hybrid working)
Salary: Competitive, dependent on experience (up to £50,000)
The Role
This is a full-time, hybrid role providing technical and research support to advisers, with a strong focus on investment analysis and portfolio reviews. You will be involved in producing suitability reports, conducting investment research, and ensuring advice is delivered in line with regulatory and Consumer Duty requirements.
Key Requirements
- Previous experience in a Paraplanner role within an IFA environment
- Strong investment knowledge and confidence using research tools
- Excellent report writing and attention to detail
- Comfortable working with platforms and back-office systems (Intelligent Office and FE Analytics advantageous)
- Level 4 Diploma qualified, or close to completion
What's on Offer
- Salary up to £50,000, depending on experience
- Hybrid working (office and remote)
- 33 days holiday (including bank holidays)
- Pension, income protection, death in service, and private medical insurance
- Supportive, professional working environment within a respected boutique firm
This role would suit a driven Paraplanner looking to join a high-quality, independent firm with a strong reputation and long-term career opportunities.
If you're an experienced Paraplanner looking for a high-quality role within an independent firm, apply today or get in touch for a confidential discussion.
Paraplanner in Cardiff employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in or know about independent firms. A friendly chat can lead to insider info on job openings that might not even be advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your investment knowledge and report writing skills. We recommend practising common interview questions related to paraplanning and having examples ready that showcase your attention to detail and technical expertise.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We’re always on the lookout for talented individuals, and applying directly can help us see your application sooner.
We think you need these skills to ace Paraplanner in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your previous experience in an IFA environment and any relevant qualifications. We want to see how your skills match what we're looking for!
Show Off Your Report Writing Skills: Since excellent report writing is key for this role, include examples of your past reports or mention specific projects where you demonstrated this skill. We love attention to detail, so make it shine!
Be Clear About Your Investment Knowledge: In your application, don’t shy away from showcasing your investment knowledge. Mention the research tools you’re comfortable with and any specific platforms you've used. This will help us see your confidence in action!
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 journey started!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your investment knowledge and the tools mentioned in the job description, like Intelligent Office and FE Analytics. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Tailor Your Examples
Prepare specific examples from your previous experience as a Paraplanner that highlight your skills in producing suitability reports and conducting investment research. This will help demonstrate your attention to detail and how you align with regulatory requirements.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s approach to investment analysis and portfolio reviews. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Show Your Passion
Express your enthusiasm for joining a high-quality, independent firm. Talk about your long-term career goals and how they align with the firm's reputation and values. This can set you apart from other candidates.
