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For Companies At a Glance
- Tasks: Support advisers with high-quality financial advice and client documentation.
- Company: Boutique firm of Chartered Financial Planners with a supportive culture.
- Benefits: Competitive salary, pension, PMI, and hybrid working options.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Minimum 4 years in the IFA sector and Level 4 Diploma qualified.
- Other info: Fast-paced, paperless environment with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ 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.
The Role
- Technical support to advisers following client meetings
- Investment portfolio reviews and research
- Preparation of suitability reports and client documentation
- Ensuring ongoing compliance and Consumer Duty requirements
Key Requirements
- Minimum 4 years experience in the IFA sector
- Strong investment knowledge and analytical skills
- Excellent report writing and attention to detail
- Comfortable using investment and back-office systems (FE Analytics / Intelligent Office desirable)
- Level 4 Diploma qualified or close to completion
- Able to work independently in a fast-paced, paperless environment
Benefits
- Competitive salary (DOE)
- Pension, PMI, death in service & income protection
- Hybrid working options
Apply now to join a professional, supportive and growing financial planning team.
Paraplanner Cardiff in Newport employer: The Progress Shed
Contact Detail:
The Progress Shed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Cardiff in Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at boutique firms. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report writing skills. Be ready to discuss your experience with investment portfolios and compliance requirements, as these are key in the Paraplanner role.
✨Tip Number 3
Showcase your analytical skills! During interviews, share specific examples of how you've used your investment knowledge to support advisers or improve client outcomes. This will help you stand out from the crowd.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our supportive team. Plus, it makes it easier for us to keep track of your application!
We think you need these skills to ace Paraplanner Cardiff in Newport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in the IFA sector and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Showcase Your Report Writing Skills: Since excellent report writing is key for this role, include examples of reports you've prepared in the past. We love attention to detail, so make sure your application reflects that!
Be Clear About Your Experience: In your application, clearly outline your experience with investment portfolio reviews and compliance. We need to know you can hit the ground running, so don’t hold back on showcasing your expertise!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at The Progress Shed
✨Know Your Stuff
Make sure you brush up on your investment knowledge and analytical skills. Be prepared to discuss specific investment strategies and how they apply to both corporate and private clients. This will show that you’re not just familiar with the theory but can also apply it in practice.
✨Master the Art of Report Writing
Since report writing is a key part of the role, practice summarising complex financial information clearly and concisely. Bring examples of your previous reports to the interview, as this will demonstrate your attention to detail and ability to communicate effectively.
✨Familiarise Yourself with the Tools
If you have experience with FE Analytics or Intelligent Office, be ready to talk about how you've used these systems in your previous roles. If not, do a bit of research on them so you can discuss how you would adapt to using new software in a fast-paced environment.
✨Show Your Compliance Knowledge
Understanding compliance and Consumer Duty requirements is crucial for this role. Prepare to discuss how you’ve ensured compliance in your past positions and any relevant regulations you’re familiar with. This will highlight your commitment to maintaining high standards in financial planning.
