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- Tasks: Join our team as a Paraplanner, conducting research and preparing financial reports.
- Company: Westcotts Chartered Financial Planners is a leading financial service firm in the South West.
- Benefits: Enjoy flexible working, 25 days annual leave, and a supportive work environment.
- Why this job: Make a real impact on clients' financial well-being while growing your career.
- Qualifications: Experience in financial services and knowledge of planning software are essential.
- Other info: Part-time hours considered; hybrid working options available.
The predicted salary is between 28800 - 48000 £ per year.
Paraplanner
Exeter / Plymouth / Weston-super-Mare
Are you looking to develop your career and work for a leading financial service firm in the South West of England?
At Westcotts Chartered Financial Planners, we are committed to empowering our clients to achieve their financial goals. With a strong focus on innovation and client satisfaction, we have built a culture that puts our clients at the heart of everything we do.
We are seeking an experienced Paraplanner to join our dynamic team in either our Exeter, Plymouth, or Weston-Super-Mare offices.
Your Role
As a Paraplanner, you will play a pivotal role in our success by collaborating closely with our Financial Planners, conducting research, preparing financial reports, and crafting solutions tailored to our clients’ needs. Your expertise and diligence will drive the delivery of exceptional financial planning.
What You’ll Do
- Collaborate with our planners to conduct thorough financial research.
- Prepare accurate and comprehensive reports, including cashflow planning and product recommendations.
- Research financial products and market trends to support recommendations.
- Use Intelliflo Office to create recommendations and manage tasks.
- Ensure compliance with regulatory standards and industry best practices.
- Assist in client meetings, offering valuable insights and solutions.
This job description summarises the main duties and responsibilities of the post, however the list is not exhaustive as the post-holder may be required to undertake other duties and projects of similar level and responsibility.
What We’re Looking For
- Proven experience as a Paraplanner in the financial services sector.
- Strong knowledge of financial planning software and regulatory requirements.
- Excellent analytical skills with a focus on detail.
- An understanding of how to communicate as part of a team, put your viewpoint across and listen to others.
- Diploma and Advanced Diploma in Financial Planning are desirable.
What We Offer
- Supportive and collaborative work environment.
- Opportunities for professional development and career growth.
- Chance to make a meaningful impact on our clients’ financial well-being.
- 36.25 hours / 5 days per week however part time hours / days also considered.
- Flexible and hybrid office working available.
- 25 days annual leave plus bank holidays.
- Death in service 3 x annual salary.
- Access to Westfield Rewards and Health scheme.
- 24-hour external Employee Assistance Programme helpline.
- Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
- Introducing clients and staff commission schemes.
- Pension 3% rising to 4% (but matched up to 6%) after 4 years’ service.
- Enhanced Maternity and Paternity pay after one years’ service.
How To Apply
If you are ready to contribute your expertise, grow professionally, and be part of an enthusiastic team dedicated to helping clients achieve their financial goals, we would love to hear from you!
To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.
Apply Here #J-18808-Ljbffr
Paraplanner – Exeter / Plymouth / Weston-super-Mare employer: Westcotts Chartered Accountants & Business Advisers
Contact Detail:
Westcotts Chartered Accountants & Business Advisers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner – Exeter / Plymouth / Weston-super-Mare
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as Paraplanners. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with Intelliflo Office, as it's mentioned in the job description. Consider taking online tutorials or courses to enhance your skills with this software, which will make you a more attractive candidate.
✨Tip Number 3
Stay updated on the latest financial products and market trends. Subscribe to financial news outlets or follow industry leaders on social media to ensure you can discuss current developments during interviews.
✨Tip Number 4
Prepare for potential interview questions by practising how to articulate your experience and knowledge in financial planning. Be ready to discuss specific examples of how you've contributed to client success in previous roles.
We think you need these skills to ace Paraplanner – Exeter / Plymouth / Weston-super-Mare
Some tips for your application 🫡
Tailor Your Covering Letter: Make sure to customise your covering letter for the Paraplanner role. Highlight your relevant experience, skills, and qualifications that align with what Westcotts Chartered Financial Planners are looking for.
Showcase Your Analytical Skills: In your CV and covering letter, emphasise your analytical skills and attention to detail. Provide specific examples of how you've successfully conducted financial research or prepared reports in previous roles.
Mention Relevant Qualifications: If you have a Diploma or Advanced Diploma in Financial Planning, be sure to mention these qualifications prominently in your application. This will demonstrate your commitment to the profession and your suitability for the role.
State Salary Expectations Clearly: As requested in the job description, include your current salary (if applicable) and your salary expectations in your covering letter. This transparency can help streamline the hiring process.
How to prepare for a job interview at Westcotts Chartered Accountants & Business Advisers
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Research current market trends and be prepared to discuss how these can impact client recommendations.
✨Demonstrate Analytical Skills
Be ready to showcase your analytical skills during the interview. You might be asked to solve a case study or provide insights on a hypothetical financial scenario, so practice articulating your thought process clearly.
✨Showcase Team Collaboration
Since the role involves working closely with Financial Planners, highlight your experience in team settings. Share examples of how you've successfully collaborated with others to achieve common goals.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and the firm.
