At a Glance
- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Join a dynamic financial advice firm in Cardiff with a supportive team.
- Benefits: Enjoy 25 days holiday, birthday leave, and an electric car scheme.
- Other info: Flexible working hours and excellent career growth opportunities await you.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial advice and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
We have a fantastic vacancy for a Paraplanner to join our Cardiff Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
The successful candidate will need to be motivated, friendly and professional at all times.
Job Requirements
- Experience in a Financial Advice firm and Paraplanner/report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem‑solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi‑tasking abilities are essential.
- Flexibility/adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Job Responsibilities
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day‑to‑day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
Job Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
- Birthday Day Off.
- Electric Car Scheme.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Paraplanner (Cardiff) employer: Perspective Financial Group Ltd
At Perspective (Gould) Ltd, we pride ourselves on being an exceptional employer in Cardiff, offering a supportive and collaborative work environment for our Paraplanners. With a strong focus on employee growth, we provide comprehensive benefits including 25 days of holiday, enhanced parental leave, and a unique Birthday Day Off, ensuring our team members feel valued and motivated. Join us to be part of a dynamic team where your contributions directly impact our clients' financial success while enjoying a healthy work-life balance.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Cardiff)
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend local events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interview by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills in report writing and client service. Remember, confidence is key, so show them why you’re the perfect fit for their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance of landing that Paraplanner role! We keep an eye on applications that come through our platform, so don’t miss out on the opportunity to stand out from the crowd.
We think you need these skills to ace Paraplanner (Cardiff)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and report writing, as these are key for us. Use specific examples that showcase your skills and how they align with what we’re looking for.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Keep it friendly and professional, and explain why you’re excited about joining our Cardiff team. Mention how your background fits the role and how you can contribute to our clients’ needs.
Show Off Your Communication Skills:Since outstanding communication is essential for this role, make sure your application reflects that. Proofread for grammar and spelling, and ensure your writing is clear and concise. We want to see that you can produce business correspondence with accuracy!
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 ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and legislation. Being able to discuss these confidently will show that you're serious about the role and can provide the technical support needed for the Financial Planners.
✨Showcase Your Communication Skills
Since outstanding communication is key, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to connect with clients and colleagues alike, which is crucial for a Paraplanner.
✨Be Organised and Prepared
Bring along examples of your previous work, especially any Financial Planning Reports you've written. This not only shows your experience but also your organisational skills, which are essential for managing workloads effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
