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- Tasks: Support financial planners with research, report writing, and cashflow forecasting.
- Company: Established financial planning firm with a focus on quality advice.
- Benefits: Competitive salary, ongoing training, and professional development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in paraplanning or technical support, strong research skills required.
- Other info: Collaborative environment with a commitment to compliance and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial planning firm is seeking a Paraplanner to provide technical support to its Financial Planners and contribute to the delivery of high-quality, compliant advice. The role involves research, report writing, cashflow forecasting, and liaison with providers to ensure all advice meets client objectives and regulatory standards.
Key Responsibilities:
- Support advisers with client research, recommendations, and suitability reports.
- Review and analyse investment funds, asset allocations, and financial products.
- Prepare financial plans, cashflow models, and fund switch documentation.
- Work collaboratively with colleagues to process new business efficiently.
- Ensure compliance with FCA guidelines and maintain accurate client records.
- Commit to ongoing training and CPD development.
Ideal Candidate:
- Experienced in paraplanning or technical financial support.
- Strong research and report-writing skills.
- Confident using Intelligent Office and/or FE Analytics.
- Excellent attention to detail and a team-oriented approach.
- Dedicated to professional development and delivering exceptional client outcomes.
Paraplanner in Gloucester employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Gloucester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report-writing skills. Be ready to discuss how you can support advisers with client research and compliance – show them you’re the go-to person for high-quality advice!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each company’s culture and mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. Mention something specific from your conversation to remind them why you’re the ideal fit for their team.
We think you need these skills to ace Paraplanner in Gloucester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant technical support roles you've had. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. Be sure to mention your experience with research and report writing, as these are key for us.
Showcase Your Attention to Detail: In this role, attention to detail is crucial. When submitting your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their work is polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and paraplanning processes. Familiarise yourself with the latest FCA guidelines and be ready to discuss how you ensure compliance in your work.
✨Showcase Your Research Skills
Prepare to demonstrate your research abilities by discussing past experiences where you've analysed investment funds or created suitability reports. Bring examples of your work, if possible, to show how you can support advisers effectively.
✨Be a Team Player
Since collaboration is key in this role, think of examples that highlight your teamwork skills. Be ready to talk about how you've worked with colleagues to process new business efficiently and how you contribute to a positive team environment.
✨Commit to Continuous Learning
Express your dedication to ongoing training and professional development. Share any relevant courses or CPD activities you've undertaken, and discuss how you stay updated with industry trends to deliver exceptional client outcomes.
