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- Tasks: Support Senior Financial Advisers with technical expertise and outstanding client service.
- Company: Highly respected independent financial advice business in Bristol or Cheltenham.
- Benefits: Hybrid working, competitive salary, attractive bonus, and 25 days annual leave.
- Why this job: Join a supportive team and enhance your paraplanning career with real impact.
- Qualifications: Diploma qualified or working towards Chartered status with solid paraplanning experience.
- Other info: Opportunity to work on complex cases in a professional environment.
The predicted salary is between 42000 - 60000 £ per year.
I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.
What's on offer:
- Hybrid working
- Salary £52,000 (depending on experience)
- Attractive annual bonus
- 25 days annual leave/holiday trading (buy/sell)
- Life insurance - 4x base salary
- Private medical insurance
What we're looking for:
- Diploma qualified or working towards Chartered status
- Solid paraplanning experience, with strong technical knowledge
- Excellent report writing and research skills
- Proactive, detail-oriented and confident working closely with Advisers and clients
This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. If you're ready to take the next step in your paraplanning career, apply today.
Senior Paraplanner in Cheltenham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is gold dust in job hunting.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be dealing with complex cases, make sure you can confidently discuss investments, pensions, and tax planning. We want you to shine when you get that interview!
✨Tip Number 3
Showcase your report writing skills! Bring along examples of your work to demonstrate your ability to produce high-quality reports. This will not only impress potential employers but also give them a taste of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Senior Paraplanner in Cheltenham
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 qualifications, like your Diploma or progress towards Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this role. Mention specific examples of your technical knowledge and how you've successfully supported advisers in the past.
Showcase Your Report Writing Skills: Since strong report writing is key for this role, consider including a brief example of a report or project you've worked on. This will give us a taste of your writing style and attention to detail.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to investments, pensions, and tax 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 Report Writing Skills
Prepare a couple of examples of reports or research you've done in the past. This will give you a chance to demonstrate your writing skills and attention to detail, which are crucial for a Senior Paraplanner.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations, like how you'd handle a complex case with an Adviser. Think through your approach beforehand so you can articulate your thought process clearly during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and the types of cases you'll be working on. This shows that you're engaged and serious about finding the right fit for both you and the company.
