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- Tasks: Support Financial Planners by preparing reports and providing technical support.
- Company: Join a prestigious Financial Services firm known for high-quality financial planning.
- Benefits: Enjoy a tailored role with opportunities for career development in a team-focused environment.
- Why this job: Be part of a growing firm that values your unique skills and offers a supportive culture.
- Qualifications: Experience as a Paraplanner is essential; bring your expertise to the table.
- Other info: Flexible role designed around your specific skillset.
The predicted salary is between 36000 - 54000 £ per year.
Location
Bristol
Salary £35000 – £40000 TypePermanent WorkplaceOn-Site Ref89494
Recruiter Managing This Role
Paraplanner Bristol
We are currently recruiting for an experienced Paraplanner to join our Bristol-based team.
The role will involve supporting Financial Planners by drafting high-quality suitability reports in line with compliance and regulatory standards. You will work closely with advisers to interpret client meetings, research solutions and prepare accurate, well-considered recommendations that deliver good consumer outcomes.
You will manage your own caseload, ensure client files and workflows are kept up to date, obtain illustrations and supporting documentation, and maintain excellent data quality across systems. The role also includes liaising with client services and colleagues to ensure a consistently high standard of customer experience.
There is also an opportunity to support the wider paraplanning function through mentoring, coaching and helping to identify improvements to processes and best practice.
The successful candidate will have:
Level 4 Diploma (essential)
Level 6 qualification or working towards Advanced qualifications
Previous paraplanning experience with strong technical knowledge
Excellent written and verbal communication skills
Strong attention to detail and analytical ability
Good time management skills and the ability to work to deadlines
A collaborative, team-focused approach
This is an excellent opportunity to join a professional and supportive firm offering long-term career development.
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Research the specific financial planning and investment management services offered by our partner firm. Understanding their unique approach will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your technical skills and experience in preparing suitability letters and reports. Be ready to provide examples of how you've successfully supported Financial Planners in the past, showcasing your ability to handle complex client queries.
✨Tip Number 4
Emphasise your adaptability and willingness to grow within a team-focused environment. Highlight any previous experiences where you've collaborated effectively with others, as this is crucial for success in the role of a Paraplanner at our firm.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities of a Paraplanner. Highlight your relevant experience in preparing suitability letters, reports, and providing technical support.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job requirements. Emphasise your background in financial planning and investment management, showcasing any relevant qualifications or certifications.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the position but also demonstrates how your skills can contribute to the firm's success. Mention your ability to work in a team-focused environment and your eagerness to develop your career.
Proofread Your Application: Before submitting, thoroughly proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and investment management. Be prepared to discuss how you would approach creating suitability letters and reports, as this will demonstrate your expertise and understanding of the role.
✨Showcase Your Teamwork Skills
Since the role involves working in a team-focused environment, be ready to share examples of how you've successfully collaborated with others in previous positions. Highlight any experiences where you supported financial planners or worked on complex client queries.
✨Tailor Your Responses
The firm is looking to mould the role around your specific skillset, so think about what unique strengths you bring to the table. Prepare to discuss how your background aligns with their needs and how you can contribute to their expansion.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and opportunities for career development. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
