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- Tasks: Create cashflow models and conduct investment analysis in a supportive team.
- Company: Join a respected financial planning team in Altrincham.
- Benefits: Competitive salary, hybrid work, and opportunities for professional growth.
- Why this job: Focus on technical expertise without admin tasks and make a real impact.
- Qualifications: Level 4 Diploma and 2 years' paraplanning experience required.
- Other info: Collaborative environment with advanced tools and career progression.
The predicted salary is between 32000 - 40000 £ per year.
Job Description
We are looking for a qualified paraplanner to join our team in Altrincham. This role is fully technical, so there are no administrative tasks, allowing you to focus on cashflow modelling, investment analysis, and suitability reports. You will work with a supportive team in a collaborative environment where technical expertise is valued and progression is encouraged.
Salary: £38,000 – £47,000 (Paraplanner)
Location: Altrincham
Work Pattern: Hybrid after probation (minimum 2 office days per week)
Key Responsibilities
- Produce accurate cashflow models using Fincount.
- Conduct investment and fund analysis with FEM Analytics.
- Prepare suitability reports.
- Work with advisers and other paraplanners on financial planning cases.
- Use Intelliflo for case management and back-office support.
This role is purely technical and is ideal for a paraplanner who wants to focus on the technical side of financial planning without being involved in admin or general client servicing.
Requirements
- Level 4 Diploma in Regulated Financial Planning.
- Minimum of 2 years’ experience as a paraplanner.
- Good technical knowledge of pensions, investments, and cashflow modelling.
- Strong communication and report-writing skills.
- Team-focused mindset to work in a collaborative environment.
Whether you are an experienced paraplanner or looking to grow your technical expertise, this is a great opportunity to work with a respected financial planning team. You will gain experience with advanced tools and be part of a firm that values technical excellence and professional development.
Paraplanner employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already working as paraplanners. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with cashflow modelling and investment analysis. Use specific examples to demonstrate your technical expertise and how it can benefit their team.
✨Tip Number 3
Prepare for interviews by brushing up on the tools mentioned in the job description, like Fincount and Intelliflo. Being familiar with these platforms will show that you're serious about the role and ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Technical Skills: Make sure to highlight your technical expertise in cashflow modelling, investment analysis, and report writing. We want to see how your skills align with the role, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for this specific paraplanner role. Mention your experience with tools like Fincount and Intelliflo, as well as your Level 4 Diploma. It shows us you’re serious about joining our team.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate strong communication skills, so make sure your writing reflects that. Avoid jargon unless it’s relevant to the role!
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Tools
Familiarise yourself with Fincount and FEM Analytics before the interview. Being able to discuss how you've used these tools in your previous roles will show that you're ready to hit the ground running.
✨Showcase Your Technical Knowledge
Brush up on your understanding of pensions, investments, and cashflow modelling. Be prepared to answer technical questions and provide examples of how you've applied this knowledge in real scenarios.
✨Communicate Clearly
Since strong communication skills are key for this role, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to work collaboratively with advisers and other paraplanners.
✨Emphasise Teamwork
Highlight your experience working in a team-focused environment. Share examples of how you've collaborated with others on financial planning cases, as this role values a supportive and cooperative approach.