Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers by conducting investment portfolio reviews and research.
- Company: Boutique firm of Chartered Financial Planners with a focus on quality advice.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Experience in paraplanning and strong analytical skills.
- Other info: Great opportunity for career advancement in a supportive environment.
The predicted salary is between 28800 - 48000 £ per year.
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.
Investment portfolio reviews and research.
Paraplanner (Investments) in Cardiff employer: The Progress Shed
Contact Detail:
The Progress Shed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Investments) in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on high-quality, independent advice. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your work, like investment portfolio reviews or research you've conducted. This will help us demonstrate your expertise and passion for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else. So, get clicking!
We think you need these skills to ace Paraplanner (Investments) in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in investment portfolio reviews and any relevant research skills. We want to see how you can support our advisers in delivering top-notch financial advice!
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 background makes you a great fit for our boutique firm. Let us know what excites you about working with corporate and private clients.
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your skills in investments and client support. We love seeing how you've contributed to previous teams and helped clients achieve their financial goals!
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 you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at The Progress Shed
✨Know Your Investments
Make sure you brush up on your knowledge of investment portfolios and the latest market trends. Being able to discuss specific investment strategies and how they can benefit clients will show that you're not just familiar with the basics, but that you’re genuinely engaged in the field.
✨Understand the Firm's Values
Research the boutique firm’s ethos and approach to financial planning. Understanding their unique selling points and how they differentiate themselves from larger firms will help you align your answers with their values during the interview.
✨Prepare for Technical Questions
Expect to face technical questions related to financial planning and paraplanning. Practise articulating your thought process clearly and confidently, as this will demonstrate your expertise and ability to support advisers effectively.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate complex information clearly. Prepare examples of how you've successfully communicated with clients or advisers in the past, highlighting your ability to simplify intricate concepts.
