At a Glance
- Tasks: Support financial advisers with research, report writing, and cashflow modelling.
- Company: A rapidly growing financial planning firm investing in its people and systems.
- Benefits: Competitive salary, hybrid working, 25 days leave, and structured career progression.
- Other info: Roles available across multiple locations with excellent career growth opportunities.
- Why this job: Join a collaborative team and make an immediate impact in a forward-thinking environment.
- Qualifications: Diploma in Financial Planning and proven Paraplanner experience required.
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact.
As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth.
You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success.
As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status.
Key aspects of this Paraplanner role include
- Preparing suitability reports and conducting detailed research
- Supporting financial advisers with new and existing client work
- Producing and interpreting cashflow modelling
- Working to deadlines within a busy environment
- Collaborating with colleagues across multiple offices via Teams
This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment.
- Paraplanner Requirements
- Essential: Diploma in Financial Planning
- Essential: Proven Paraplanner experience within financial services
- Essential: Cashflow modelling experience
- Desirable: Experience with IO or similar systems
- Desirable: Exposure to different financial planning software tools
- The Company
This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions.
They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment.
- Paraplanner Benefits
- Salary £40,000 to £50,000 (depending on experience)
- Hybrid working, typically 3 days office and 2 days home
- 25 days annual leave (plus birthday off)
- Option to purchase additional holiday
- Discretionary Christmas bonus
- Death in service benefit
- Structured progression and support towards Chartered status
- Location
Roles available across
- Ashford
- Frimley
- Battle
- Hadleigh
- Bognor Regis
- Sunningdale
- Colchester
- Manchester
- Bury
- Wigan
- Wilmslow
You should be within a reasonable commute to one of these locations.
If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Paraplanner in Pemberton employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Pemberton
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Premier Jobs UK. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Premier Jobs UK.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Premier Jobs UK. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Pemberton
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Premier Jobs UK and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Premier Jobs UK how you can be a team player!
How to prepare for a job interview at Premier Jobs UK
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Premier Jobs UK.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Premier Jobs UK's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
