At a Glance
- Tasks: Collaborate with financial advisers to manage client cases and prepare strategic proposals.
- Company: Fast-growing financial services group focused on client satisfaction and business growth.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Mentorship opportunities and a collaborative environment for career progression.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: Experience in high-value financial advice and strong communication skills.
The predicted salary is between 45000 - 55000 £ per year.
We are a premier, fast-growing financial services and wealth management group. Our firm operates in a high-volume, high-value market, delivering top-tier financial advice and exceptional ongoing service to a diverse client base. We pride ourselves on building robust business infrastructures where technical expertise directly drives client satisfaction and business growth.
We are seeking a multi-faceted Senior Paraplanner to join our team. In this role, you will work closely with dedicated financial advisers to manage both new business generation and comprehensive client servicing. This is a highly collaborative position requiring sharp technical skills, proactive communication, and the ability to navigate complex, high-net-worth client cases smoothly.
Key Responsibilities- Technical Analysis & Advice Preparation
- Investigate and assess client financial circumstances to identify critical needs and risks.
- Gather and analyse external information to build deep, precise reviews of client financial positions.
- Formulate strategic proposals by conducting detailed market research and compiling compliant documentation.
- Draft comprehensive summaries and formal suitability reports outlining specific client recommendations.
- Construct detailed cashflow models to illustrate and support complex financial scenarios.
- Execute technical calculations including pension annual allowance/carry forward, Capital Gains Tax (CGT), and lifetime allowance options.
- File Management & Compliance
- Build compliant advice files and accurately update back-office client recording systems.
- Pre-populate application forms to ensure efficient onboarding and processing of client agreed paths.
- Sense-check file data at early stages to prevent administrative roadblocks or processing delays.
- Leadership & Team Collaboration
- Liaise with support staff to align operational duties and provide operational direction where required.
- Mentor junior staff by delivering training to help team members progress in their financial careers.
- Improve workflow processes to elevate the overall client journey and team working environment.
- Attend client meetings alongside advisers when necessary to assist with complex fact-finding.
- Technical Expertise: Strong background handling high-risk, high-value, or highly technical advice cases.
- Software Proficiency: Deep working knowledge of financial research software and diverse provider systems.
- Strong Communication: The ability to confidently organise schedule interactions with advisers, management, and support teams.
- Efficiency: Proven track record working effectively within high-volume environments while maintaining strict industry standards.
Senior Paraplanner in Exeter employer: Pavilion Recruitment Solutions
As a premier financial services and wealth management group based in Exeter, we offer an exceptional work environment that fosters collaboration and professional growth. Our commitment to employee development is reflected in our mentorship programmes and the opportunity to work alongside experienced financial advisers on complex client cases. With a focus on technical expertise and client satisfaction, we provide a dynamic workplace where your contributions directly impact our success and the financial well-being of our diverse clientele.
Contact Details:
Pavilion Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Exeter
✨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 Pavilion Recruitment Solutions. 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 Senior Paraplanner in Exeter
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 Pavilion Recruitment Solutions.
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 Pavilion Recruitment Solutions'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 Pavilion Recruitment Solutions
✨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 Pavilion Recruitment Solutions.
✨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 Pavilion Recruitment Solutions 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 Pavilion Recruitment Solutions 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.
