At a Glance
- Tasks: Support financial advisers by preparing reports and conducting research in a collaborative team.
- Company: A friendly and growing financial planning firm in Dorset.
- Benefits: Enjoy 25 days' leave, hybrid working, and an annual Christmas bonus.
- Other info: Opportunity for professional development in a supportive environment.
- Why this job: Join a close-knit team and build strong client relationships while advancing your career.
- Qualifications: 2+ years as a Paraplanner with strong pensions knowledge and communication skills.
The predicted salary is between 45000 - 55000 £ per year.
Location: Dorset
Salary: £45,000 – £55,000 depending on experience
Benefits:
- 25 days’ annual leave plus bank holidays
- NEST pension
- Annual Christmas bonus
- Hybrid working available following an initial period in the office
- Flexible start and finish times
About the Company:
A well-established and growing financial planning firm is looking for an experienced Paraplanner to join its close-knit back-office team. This is an excellent opportunity for a career Paraplanner to join a small and personable business where they will work closely with the adviser and have the opportunity to build strong relationships with clients. The successful candidate will be joining an established team and will play an important role in supporting the firm's ongoing financial planning activities.
Key Responsibilities:
- Providing comprehensive Paraplanner support to the adviser
- Preparing high-quality suitability reports and financial planning documentation
- Supporting across a broad range of financial planning matters, with strong knowledge of pensions essential
- Carrying out research and analysis to support recommendations
- Preparing client review and meeting documentation
- Liaising with clients and providing a professional and personable service
- Maintaining accurate records and information using IO
- Working closely with the adviser and wider administration team to ensure a smooth and efficient service
What We’re Looking For:
- At least 2 years’ experience working as a Paraplanner within financial services
- Strong technical knowledge across the full financial planning spectrum
- Excellent knowledge and understanding of pensions
- A Level 4 Diploma in Financial Planning is preferred, although relevant experience will be considered
- A career-focused Paraplanner who can hit the ground running
- Strong communication and interpersonal skills, with confidence dealing directly with clients
- Excellent attention to detail and organisational skills
- Someone who will thrive within a small, collaborative team environment
Desirable Skills:
- Experience using IO or similar back-office systems
- Level 4 Diploma in Financial Planning
- Strong pension and investment knowledge
- Experience supporting advisers within an IFA or wealth management environment
- Commitment to continuing professional development
How to Apply:
If you are an experienced Paraplanner looking for your next opportunity within a friendly and established financial planning environment, we would love to hear from you. Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.
Paraplanner in Poole employer: TEMPLEGATE RECRUITMENT Careers
Join a well-regarded financial services firm in Leeds as an Independent Financial Adviser, where you will benefit from a supportive and friendly work culture. With flexible working hours, generous holiday entitlement, and a strong focus on employee growth, this role offers the chance to manage an existing client bank while contributing to the ongoing success of a close-knit team. Enjoy the advantages of working in a smaller, family-run business that values your professional development and fosters long-term client relationships.
Contact Details:
TEMPLEGATE RECRUITMENT Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Poole
✨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!
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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 TEMPLEGATE RECRUITMENT Careers. 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 TEMPLEGATE RECRUITMENT Careers.
✨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 TEMPLEGATE RECRUITMENT Careers. 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 Poole
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 TEMPLEGATE RECRUITMENT Careers 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 TEMPLEGATE RECRUITMENT Careers how you can be a team player!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT Careers
✨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 TEMPLEGATE RECRUITMENT Careers.
✨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 TEMPLEGATE RECRUITMENT Careers'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!
