Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our paraplanning team to research and prepare reports for clients.
- Company: National independent advice firm with a hybrid working culture.
- Benefits: Competitive salary and a range of employee benefits.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Level 4 Dip or working towards it, plus great communication and teamwork skills.
- Other info: Exciting opportunity to grow in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
The Role
Working for a national independent advice firm, the role entails a hybrid working arrangement. You will be part of our clients' paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients and provide overall support to the Financial Consultants.
The Candidate
- Level 4 Dip or working towards
- Experience in a Paraplanning role
- Great communication skills, and the ability to work within a team
- A sound knowledge of investments, pensions, IHT planning and investment propositions
- An understanding or willingness to incorporate Long Term Care planning
- Knowledge of trusts
- Confidence in using systems e.g. Intelligent Office, FE Analytics
The Rewards
The salary will be dependent on experience and very competitive. A range of employee benefits.
Paraplanner in Bristol employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who are already in paraplanning roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments, pensions, and IHT planning. We want you to feel confident discussing these topics, so practice common interview questions and scenarios related to paraplanning.
✨Tip Number 3
Showcase your communication skills! During interviews, make sure to articulate your thoughts clearly and concisely. Remember, as a paraplanner, you'll be supporting Financial Consultants, so demonstrating your ability to convey complex information simply is key.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Dip or any relevant qualifications, and showcase your experience in paraplanning. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills: Since great communication is key in this role, don’t forget to demonstrate your ability to convey complex information clearly. Use examples from your past experiences where you’ve successfully communicated with clients or team members.
Highlight Relevant Knowledge: We’re keen on candidates who have a sound knowledge of investments, pensions, and IHT planning. Make sure to mention any specific experience or projects that relate to these areas in your application.
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 from our team!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and IHT planning. Familiarise yourself with the latest trends and regulations in the financial sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with both clients and Financial Consultants. Practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated in past roles.
✨Demonstrate Team Spirit
Since you'll be part of a paraplanning team, it's crucial to highlight your ability to work collaboratively. Think of instances where you've contributed to a team project or supported colleagues. This will show that you're a team player who can thrive in a hybrid working environment.
✨Get Comfortable with Tech
Familiarity with systems like Intelligent Office and FE Analytics is key. If you haven't used them before, consider watching tutorials or reading up on their functionalities. Being tech-savvy will give you an edge and demonstrate your readiness to hit the ground running.
