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- Tasks: Prepare client documentation and assist with investment research in a dynamic financial planning environment.
- Company: Boutique firm of Chartered Financial Planners focused on independent advice.
- Benefits: Enjoy 33 days holiday, private medical insurance, and a contributory pension scheme.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in paraplanning and strong report writing skills are essential.
- Other info: Hybrid working model available in Cardiff with excellent career development opportunities.
The predicted salary is between 28800 - 48000 £ per year.
Do you have Paraplanning experience? Do you have experience using Intelligent Office and FE Analytics? Are you looking for a hybrid full time Paraplanner role in Cardiff?
Benefits:
- Contributory pension scheme (with salary exchange)
- Non-contributory death in service cover
- Non-contributory income protection scheme
- Private medical insurance (after a 6-month qualifying period)
- 33 days holiday, including bank holidays
- On-site office parking
About the Company:
Boutique firm of Chartered Financial Planners, with a strong culture founded on the principle of truly independent financial advice.
Key Duties for this Paraplanner role:
- Prepare high-quality client documentation, including:
- Suitability reports
- Client-specific illustrations
- Key Features Documents
Skills Required for this Paraplanner role:
- Excellent report writing and written communication skills
- Detailed working knowledge of investment platforms (experience with Aberdeen and AEGON ARC advantageous)
- Exceptional attention to detail and accuracy
- High level of IT proficiency, including:
- Intelligent Office (highly desirable)
- FE Analytics / Financial Express (highly desirable)
- Microsoft Office (Word, Excel, Outlook, Teams)
Apply Today for This Paraplanner Role:
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you haven't heard from us within 7 days, please assume your application was unsuccessful.
Locations
Paraplanner in Cardiff, Wales employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cardiff, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and FE Analytics. We all know how important it is to show you’re not just a great fit for the role but also familiar with the tools they use.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate candidates like you who are ready to make a difference in the paraplanning field.
We think you need these skills to ace Paraplanner in Cardiff, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with Intelligent Office and FE Analytics, as well as your report writing skills. We want to see how your background fits perfectly with 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 financial planning and how your skills align with our boutique firm's values. Keep it concise but impactful – we love a good story!
Showcase Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate precision, so take the time to proofread everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures it gets into the right hands. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Brush Up on Paraplanning Experience
Make sure you can confidently discuss your paraplanning experience. Prepare specific examples of how you've prepared client documentation, like suitability reports and illustrations, as this will show your practical knowledge and expertise.
✨Familiarise Yourself with Key Tools
Since experience with Intelligent Office and FE Analytics is highly desirable, take some time to refresh your skills on these platforms. If you have any recent projects or tasks where you used these tools, be ready to share those experiences during the interview.
✨Demonstrate Attention to Detail
Given the emphasis on accuracy in this role, think of instances where your attention to detail made a difference. Whether it was catching an error in a report or ensuring compliance, having these examples at hand will highlight your suitability for the position.
✨Prepare Questions for the Interviewers
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, or the specifics of the hybrid working model. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
