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- Tasks: Support clients by compiling compliant case files and conducting market research.
- Company: Join a dynamic financial planning team with a focus on client solutions.
- Benefits: Earn up to £45,000, enjoy 25 days holiday, and flexible working hours.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: 2+ years of Paraplanning experience and strong organisational skills.
- Other info: Great career growth opportunities and a supportive work environment.
The predicted salary is between 36000 - 54000 £ per year.
Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions.
Responsibilities:
- Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submissions.
- Manage and prioritise your workload to meet specified deadlines.
- Ensure accuracy, attention to detail, and impeccable grammar and spelling in all tasks.
Requirements:
- Minimum of 2 years' Paraplanning experience within an independent financial advice practice.
- Advanced pensions experience is highly desirable, particularly with pre-, at-, and post-retirement planning, including drawdown, pension switching, SIPPs, and SSAS.
- Familiarity with tools such as Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler, ATEB Suitability, and Microsoft Office (Word and Excel).
- Strong organisational and communication skills, with the ability to work independently.
Benefits:
- Competitive salary of up to £45,000 (depending on experience and qualifications).
- 25 days holiday plus bank holidays.
- Flexible working hours with a core time system to fit your schedule.
- Company pension scheme.
- Death in Service Life Insurance.
- Optional private healthcare scheme.
Apply now or contact Luke at Brook Street for more information!
Paraplanner in Cardiff employer: Virtual Bridges
Contact Detail:
Virtual Bridges Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your Paraplanning skills. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your interview skills! Prepare for common questions related to Paraplanning and think about how you can demonstrate your experience with tools like Iress XPLAN and CashCalc. Confidence is key!
✨Tip Number 4
Apply through our website! We’ve got some fantastic opportunities waiting for you. Don’t miss out on the chance to join a dynamic team where your skills will shine. Get your application in today!
We think you need these skills to ace Paraplanner in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in pensions and financial planning tools. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since accuracy is key in this role, ensure your application is free from typos and grammatical errors. We appreciate a polished presentation, so double-check everything before hitting send!
Be Clear and Concise: When writing your cover letter, get straight to the point. Explain why you're the perfect fit for our team and how your experience aligns with the responsibilities listed. We love a straightforward approach!
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to review your application and get back to you quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Virtual Bridges
✨Know Your Stuff
Make sure you brush up on your Paraplanning knowledge, especially around pensions and retirement planning. Familiarise yourself with the tools mentioned in the job description, like Iress XPLAN and CashCalc, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare examples that highlight your attention to detail. Bring along a sample of your work, like a suitability report or case file, to demonstrate your ability to compile compliant documents with impeccable grammar and spelling.
✨Time Management is Key
Be ready to discuss how you manage and prioritise your workload. Think of specific instances where you met tight deadlines while maintaining quality. This will show that you can handle the demands of the role effectively.
✨Communicate Clearly
Strong communication skills are essential for a Paraplanner. Practice explaining complex financial concepts in simple terms, as you might need to do this with clients or colleagues. This will demonstrate your ability to convey information clearly and effectively.
