At a Glance
- Tasks: Prepare detailed reports, handle applications, and conduct financial modelling.
- Company: Join Moneytree Wealth Management, a modern firm focused on growth and client satisfaction.
- Benefits: Enjoy a salary from £35,000, private medical insurance, and flexible working options.
- Other info: Hybrid working model after training; Monday to Friday only.
- Why this job: Be part of a collaborative team driving innovation in financial services.
- Qualifications: Must have relevant financial planning qualifications and paraplanning experience.
The predicted salary is between 28000 - 42000 £ per year.
1 day ago Be among the first 25 applicants
Salary: From £35,000+ (depending on experience)
Overview:
We\'re seeking an experienced Paraplanner to contribute to the growth and advancement of our expanding team. The ideal candidate will have a meticulous eye for detail and the ability to adapt to evolving financial services regulations.
Prior experience within paraplanning is essential.
Collaboration and innovation are central to our team dynamic, so the ability to work effectively alongside colleagues and promote business improvement is essential.
Responsibilities:
- Prepare comprehensive suitability reports ensuring accuracy and compliance with regulatory standards.
- Handle new business applications, including data entry and documentation, with meticulous attention to detail.
- Conduct cashflow modelling to assist in financial planning strategies and client recommendations.
- Liaise with key stakeholders, including clients, advisers and providers, facilitating effective communication and ensuring seamless workflow.
- Perform tax calculations and analysis to support investment decisions and tax planning strategies.
- Assist in the development of tailored financial strategies.
Requirements:
- Relevant qualifications such as a Diploma of Financial Planning (DFP) or an Advanced Diploma of Financial Planning (ADFP) are required.
- Demonstrable experience in a paraplanning role required.
- Exceptional attention to detail, accuracy and accountability in all aspects of work.
- Proficiency in financial planning software (Cashflows, etc) and Microsoft Office Suite.
- Ability to liaise effectively within a team environment.
- Salary from £35,000, depending on experience and qualifications
- Generous bonus structure based on performance
- Private Medical Insurance
- Company Events – Staff Summer and Christmas Parties
- Funding of Diploma of Financial Advice and other qualifications
- Hybrid working model following the training period
- Monday to Friday only
The Company:
Moneytree Wealth Management is a modern and forward-thinking financial services firm poised for significant growth over the next 18 months. As a result, we are actively seeking to expand our friendly and collaborative team based in Chester. As Strategic Partners within the FTSE 250 Quilter Financial Planning Network, we are committed to innovation, professionalism and client satisfaction by delivering an excellent service to our clients, helping them to achieve their personal financial goals.
Other Benefits:
- Company events
- Company pension
- Flexitime
- Private medical insurance
- Sick pay
- Work from home
Application Question:
- What key skills and experience make you a strong paraplanner?
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Referrals increase your chances of interviewing at Moneytree Wealth Management by 2x
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#J-18808-LjbffrParaplanner in Chester employer: Moneytree Wealth Management
At Moneytree Wealth Management, we pride ourselves on being a modern and innovative employer that values collaboration and professional growth. Our Chester-based team enjoys a supportive work culture with generous benefits, including a competitive salary, private medical insurance, and opportunities for further qualifications. Join us to be part of a dynamic environment where your contributions directly impact our clients' financial success and your career development.
Contact Details:
Moneytree Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Chester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Moneytree Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Chester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Moneytree Wealth Management.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Moneytree Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Moneytree Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Moneytree Wealth Management.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Moneytree Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Moneytree Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
