At a Glance
- Tasks: Join our team to craft bespoke financial advice and write comprehensive client reports.
- Company: Tarran & Co Financial Planning, a dynamic firm in Darlington.
- Benefits: Flexible working options, professional development, and a supportive team environment.
- Other info: Opportunity for growth in a busy, collaborative financial advice firm.
- Why this job: Make a real difference in clients' lives with your research and analytical skills.
- Qualifications: Level 4 Diploma in Financial Planning preferred; 2 years of Paraplanner experience required.
The predicted salary is between 40500 - 49500 £ per year.
We are looking for an experienced and qualified Paraplanner to join our team. This isn’t your average report writing paraplanner role as we provide bespoke holistic advice to our clients. We are looking for a skilled Paraplanner who has a genuine love for research, using technical analysis tools and writing bespoke comprehensive client reports. You will have a voice in the advice process, working alongside our advisers and have the autonomy to select bespoke, researched solutions for our clients.
About You
- Preferably Qualified at Level 4 Diploma in Financial Planning (or must already be working towards becoming qualified)
- Minimum 2 years of experience working in a Paraplanner role
- Technically competent in investments, pensions, protection, trusts and IHT
- Have meticulous attention to detail
- Knowledge of Intelliflo, Defaqto, FE Analytics, Iress, Cashcalc and MS Office - desirable but not essential
- Will consider Office Based, Hybrid or Home-Working – Must be available to work in our Darlington office for initial period of training.
About Us
Tarran & Co Financial Planning is a busy financial advice firm based in Darlington. We provide holistic financial planning to a professional client bank, and offer specialist services for Women, Businesses and for Medical Professionals.
Please note that we can only accept applications from candidates who are based in the UK.
Paraplanner employer: Tarran & Co Financial Planning Ltd
At Tarran & Co Financial Planning, we pride ourselves on being an exceptional employer that values the expertise and growth of our team members. Located in Darlington, we foster a collaborative work culture where Paraplanners can thrive through bespoke client interactions and continuous professional development. With flexible working options and a commitment to holistic financial advice, we offer a rewarding environment for those passionate about making a difference in clients' lives.
Contact Details:
Tarran & Co Financial Planning Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨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 Tarran & Co Financial Planning Ltd. 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 Tarran & Co Financial Planning Ltd.
✨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 Tarran & Co Financial Planning Ltd. 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
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 Tarran & Co Financial Planning Ltd 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 Tarran & Co Financial Planning Ltd how you can be a team player!
How to prepare for a job interview at Tarran & Co Financial Planning Ltd
✨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 Tarran & Co Financial Planning Ltd.
✨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 Tarran & Co Financial Planning Ltd'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!
