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- Tasks: Provide research and advice to partners, creating tailored reports for clients.
- Company: Join a leading UK firm known for exceptional service and a commitment to employee development.
- Benefits: Enjoy 25 days holiday, a discretionary bonus, and shopping discounts.
- Why this job: Be part of a supportive team that values client relationships and personal growth.
- Qualifications: Diploma Level 4 qualified with paraplanning experience required.
- Other info: Hybrid working available; apply now to kickstart your career!
The predicted salary is between 36000 - 54000 £ per year.
Check out the role overview below. If you are confident you have got the right skills and experience, apply today.
Burton on Trent – hybrid available
Salary to £45,000 dep on exp + benefits
My client has numerous offices throughout the UK and they have the scale and resource to provide exceptional advice and service to their clients, advisers and employees. They are proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make them an employer of choice.
Purpose of the Paraplanning role: You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. You will successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team.
Paraplanning role summary:
- Adhering to the Company’s Service Excellence, you will be expected to always provide exceptional client service.
- The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.
- Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.
- You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. This includes company and departmental training, competence, and development initiatives.
- Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
- Have a thorough understanding of the Company advice process, reporting format, pre-approval process and regulatory requirements.
- Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice.
Key skills and personal attributes:
- A positive, fair, and friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
- Honesty, integrity, and ability to maintain confidentiality.
- Diploma Level 4 qualified with paraplanning experience.
- Hard working and responsive to the need to deliver a high-quality support service.
- Commercially minded and driven.
- Comfortable working in an environment where outputs are monitored, and targets set.
What’s on offer to you:
- 25 days holiday (increasing by an additional day per annum up to 30 days)
- Discretionary bonus
- Match your personal pension contribution up to a maximum of 7.5%
- Life assurance of up to 4 x your salary
- Income protection of 75% of your basic salary in the event of long term sickness
- Employees can use their financial advisers within the company for any financial advice or knowledge
- Interest free season tickets loans, eye care and childcare vouchers.
- Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Paraplanner employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the company's values and service excellence standards. During your interactions, whether in interviews or networking, demonstrate how your personal values align with theirs, especially regarding client service and bespoke communication.
✨Tip Number 2
Stay updated on the latest trends and regulations in the financial services industry. This knowledge will not only help you in discussions but also show your commitment to continuous learning, which is crucial for a Paraplanner role.
✨Tip Number 3
Network with current or former employees of the company. They can provide insights into the company culture and expectations, which can be invaluable during your interview process.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your ability to deliver high-quality reports and client service. Be ready to discuss how you've handled complex situations and provided tailored advice in previous roles.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as your Diploma Level 4. Emphasise your skills in providing high-quality client service and your ability to produce complex reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company’s values. Mention your commitment to exceptional client service and your proactive approach to challenges, aligning with their ethos of bespoke communication.
Showcase Relevant Experience: In your application, provide specific examples of your previous work in paraplanning. Highlight instances where you successfully delivered complex reports or collaborated with partners to enhance client satisfaction.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your writing is clear, concise, and adheres to the Plain English standard mentioned in the job description.
How to prepare for a job interview at North Oak Recruitment
✨Understand the Company Values
Before your interview, make sure you understand the company's commitment to exceptional client service and their values. Be prepared to discuss how your own values align with theirs and provide examples of how you've delivered high-quality service in the past.
✨Showcase Your Paraplanning Knowledge
Be ready to demonstrate your understanding of the paraplanning process, including the advice process, reporting formats, and regulatory requirements. Prepare to discuss specific experiences where you successfully created complex reports or provided strategic recommendations.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your ability to handle challenging situations, such as when to challenge a Partner's advice. Think of examples from your past experience where you had to make tough decisions or provide constructive feedback.
✨Highlight Your Teamwork Skills
Since collaboration is key in this role, be prepared to talk about your experience working with other paraplanners and team leaders. Share examples of how you've contributed to team success and how you’ve shared best practices in previous roles.
