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- Tasks: Support a senior Financial Planner by writing reports and conducting research.
- Company: Join a leading National Wealth Manager with a collaborative culture.
- Benefits: Competitive salary, private medical insurance, generous pension, and hybrid working.
- Other info: Inclusive team culture with strong support for professional development.
- Why this job: Make a real impact in financial planning while enjoying flexibility and career growth.
- Qualifications: Proven paraplanning experience and Level 4 Diploma in Financial Planning required.
The predicted salary is between 40000 - 50000 £ per year.
We are working with a leading National Wealth Manager, who are seeking an experienced Paraplanner to join their Bristol-based team. This is a fantastic opportunity to join a highly respected and growing organisation where you’ll support a senior Financial Planner in delivering high-quality, client-focused financial planning solutions, within a collaborative and forward-thinking environment.
With a hybrid working model (minimum 1 day in the office, 4 days from home), this role offers both flexibility and strong career development opportunities.
What you'll be doing:
- Write detailed suitability reports across a wide range of financial products and advice areas
- Conduct technical research to support client recommendations
- Maintain accurate and compliant client records (KYC)
- Work closely with Financial Planners to deliver the right client outcomes
- Attend client meetings and support with cashflow modelling where required
- Manage your workload to meet deadlines and targets
- Ensure all work aligns with FCA regulations and internal compliance standards
What we're looking for:
- Proven paraplanning experience within an IFA or wealth management firm.
- Strong technical knowledge across financial planning products and complex cases
- Level 4 Diploma in Financial Planning (DipPFS) – essential
- Excellent communication, organisation, and stakeholder management skills
- A proactive approach with a desire to progress towards Chartered status
- Experience with Voyant Cashflow modelling
What's on offer:
- Competitive salary
- Private medical insurance & life assurance
- Generous pension contribution
- Hybrid working (1 day office / 4 days home)
- Generous holiday allowance with option to purchase more
- Inclusive, supportive, and collaborative team culture
This is a fantastic opportunity to join a firm that truly values its people, offers strong career progression, and provides the flexibility to thrive in a modern working environment. Get in touch to find out more or apply today.
Locations
Paraplanner in Newport, Wales employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products and complex cases, as well as your experience with cashflow modelling. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t forget to tailor your approach! When you’re applying through our website, make sure your application reflects the specific requirements of the Paraplanner role. Highlight your relevant experience and how you align with their values and culture.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’re the perfect fit for their team and keep you fresh in their minds.
We think you need these skills to ace Paraplanner in Newport, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your paraplanning experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves detailed suitability reports and technical research, make sure to mention your experience with financial products and tools like Voyant Cashflow modelling. We’re keen to see your technical prowess!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you into our system quickly. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning products and complex cases. Be ready to discuss specific examples from your past experience that demonstrate your expertise, especially in writing suitability reports and conducting technical research.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to work closely with Financial Planners and clients. Practice articulating your thoughts clearly and confidently. Consider preparing a few scenarios where you've successfully communicated complex information to clients or colleagues.
✨Demonstrate Your Organisational Skills
Be prepared to talk about how you manage your workload and meet deadlines. Share specific strategies you use to stay organised, especially when handling multiple client cases and ensuring compliance with FCA regulations.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team culture, career progression opportunities, or how they support their Paraplanners in achieving Chartered status. This shows your genuine interest in the role and the company.