At a Glance
- Tasks: Provide technical support to Financial Advisers and prepare suitability reports.
- Company: Established financial planning firm with a focus on employee wellbeing.
- Benefits: Competitive salary, hybrid working, 25 days leave, and study support.
- Other info: Friendly environment with excellent career growth opportunities.
- Why this job: Join a supportive team and develop your career in financial planning.
- Qualifications: Previous paraplanning experience and strong technical knowledge required.
The predicted salary is between 40000 - 50000 £ per year.
An established and growing financial planning firm is seeking an experienced Paraplanner to join its professional and supportive team based in Exeter. This is an excellent opportunity for a technically strong individual looking to further develop their career within a collaborative environment that values continuous learning, professional development, and employee wellbeing.
Highlights
- Career Development
- Hybrid working
- Established and growing financial planning firm
Key Responsibilities
- Provide technical and paraplanning support to Financial Advisers.
- Research and prepare suitability reports and recommendations.
- Produce illustrations, process applications, and manage existing business.
- Prepare documentation and reports for client meetings.
- Maintain accurate client records and databases.
- Support compliance and regulatory processes.
- Liaise with clients, providers, and colleagues to ensure excellent service delivery.
- Assist with management reporting and administrative projects as required.
The Ideal Candidate
- Previous paraplanning experience within financial services.
- Strong technical knowledge of pensions, investments, and financial planning.
- Excellent attention to detail and organisational skills.
- Working towards, or holding, relevant financial planning qualifications would be advantageous.
Benefits
- Salary £40,000 - £50,000 depending on experience.
- Hybrid working options.
- 25 days annual leave plus bank holidays.
- Study support and funding for professional qualifications.
- Workplace pension.
- Income protection cover.
- Supportive and friendly working environment with excellent career development opportunities.
For further information, please apply in confidence.
Experienced Paraplanner Exeter employer: tPS Recruitment
Join an established and growing financial planning firm in Exeter, where you will be part of a supportive team that prioritises employee wellbeing and continuous professional development. With hybrid working options, generous annual leave, and funding for further qualifications, this role offers a fantastic opportunity to advance your career in a collaborative environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Paraplanner Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like tPS Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Experienced Paraplanner Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to tPS Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on tPS Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at tPS Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with tPS Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at tPS Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former tPS Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
