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- Tasks: Prepare reports, conduct product research, and ensure compliance in a supportive team.
- Company: Established financial planning firm in Cardiff with a collaborative environment.
- Benefits: Competitive salary, hybrid working, bonus scheme, and private medical insurance.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Experience in Paraplanning and Level 4 Diploma or working towards it.
- Other info: Enjoy 25 days holiday, exam funding, and excellent career development opportunities.
The predicted salary is between 28000 - 42000 £ per year.
Job Title: Paraplanner
Industry: Financial Planning
Location: Cardiff
Salary: £35,000 – £45,000
Job Reference: 10245
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Cardiff
Our client is an Independent Financial Planning firm, who specialise in providing advice in Investments, Pensions, Mortgages and protections. They pride themselves on giving clients tailored advice that is not only effective in managing their wealth, but simple! They spend time understanding the clients individual needs for short and long term planning, and couldn\’t do this without the support of their paraplanning team. You will work alongside other Paraplanners, who work in a close knit environment and also lean on the administration team for support.
Duties will include but not limited to:
- Work closely with the IFA\’s and Director to undertake research and recommendations
- Create suitable reports
- Liaise with clients and product providers
- Ensure all paperwork and procedures follow FCA guidelines and are compliant
- Prepare documents for annual reviews
Benefits:
- Competitive salary of up to £45,000
- 26 days annual leave
- Progression depending on your ideal career path
- Professional development
- Exam support and funding
- Flexi working
- Administration team to support you with the role
Skills and experience required:
- Experience working in a Paraplanning/report writing role
- Level 4 qualified or working towards may be considered
- Experience using Intelligent office advantageous
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Paraplanner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK products and tax calculations. We want you to feel confident discussing these topics, as they’re crucial for a Paraplanner role.
✨Tip Number 3
Don’t forget to showcase your teamwork skills! Since you’ll be working closely with other Paraplanners and Administrators, highlight any past experiences where collaboration led to success.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position. We’ve got your back and want to help you secure that dream job in Cardiff!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your Level 4 Diploma. 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 the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Research Skills: Since you'll be conducting research into suitable products, mention any specific tools or methods you use. We appreciate candidates who can demonstrate their analytical skills and attention to detail.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial products and tax calculations. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Prepare for Technical Questions
Expect some technical questions related to paraplanning duties, like preparing suitability reports or compliance issues. Practise answering these types of questions so you can demonstrate your expertise and problem-solving skills during the interview.
✨Show Your Team Spirit
Since you'll be working closely with other Paraplanners and Administrators, highlight your teamwork skills. Share examples of how you've collaborated in the past and how you can bring that collaborative spirit to their team.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, the team dynamics, or the specific challenges they face. This shows your genuine interest in the role and helps you assess if it's the right fit for you.