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- Tasks: Support Financial Planners with paraplanning and participate in client meetings.
- Company: Join a multi award-winning financial planning firm committed to excellence.
- Benefits: Enjoy competitive salary, 35 days holiday, and flexible working options.
- Why this job: Be part of a supportive team focused on client success and personal growth.
- Qualifications: Diploma Level 4 required, with 18 months experience in a similar role.
- Other info: Opportunities for training and progression as the business grows.
The predicted salary is between 30000 - 46000 £ per year.
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We are a multi award-winning financial planning firm, holding the prestigious titles of Chartered Financial Planning Firm and also an Accredited Financial Planning Firm. The awards and accolades we have achieved are a testament to the quality of the work and service provided by our team to our clients and shows we are committed to being the best financial planning firm that we can be.
We are a small but highly qualified team providing full financial planning that is independent and an excellent level of service to our high-net-worth clients. We have a clear focus on doing the right thing for our clients, in the right way.
As a steadily growing financial planning business, we offer a superb working environment and ultimately a great opportunity for a Paraplanner looking for the next move. We will provide you with support and direction to help you develop your skills, with the ability to progress as the business grows and you will have ample opportunity to contribute to the development of the business.
Key Purpose of the Role
Responsibility for providing excellent paraplanning support to the Financial Planners.
One of the unique parts of our role is that you will be actively encouraged to participate in client meetings and help to formulate financial plans and strategies and will not just be a report writer…..
We believe it’s important to support our team, which is why we provide an excellent benefits package.
- Competitive Annual Salary £35,000 to £55,000 – dependant on qualifications and experience
- Potential Bonus up to 15% of Salary
- 35 Days holiday, Including Bank Holidays
- Additional days leave so that you never work on your birthday
- 1 day for volunteer/community work day each year
- Group Pension with 7% employer contribution, alongside a 5% employee contribution and salary
- sacrifice is available.
- Ongoing support of time and financial assistance for training and qualifications.
- Some flexibility of working arrangements are available.
- Free Car Parking
Skills and Experience
- You will hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered and / or Certified financial planner status.
- You will have a minimum of 18 months experience in a similar position.
- Good understanding of the financial planning process and associated compliance aspects.
Please send your CV and a short covering letter to sarah.elson@berryandoak.com explaining why the opportunity interests you and why you would be a valuable addition to our team.
We look forward to hearing from you.
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Paraplanner employer: Berry & Oak
Contact Detail:
Berry & Oak Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the financial planning process and compliance aspects. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the firm’s values.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss your experience in client meetings and how you've contributed to formulating financial plans. Highlighting your proactive involvement will set you apart from other candidates.
✨Tip Number 4
Research Berry & Oak thoroughly. Understanding their awards, values, and approach to client service will allow you to tailor your conversations and show that you’re genuinely interested in being part of their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications, particularly your Diploma Level 4 and any financial planning roles you've held. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why this Paraplanner position excites you and how your skills can contribute to the firm's success. Mention your understanding of the financial planning process and your commitment to client service.
Showcase Your Experience: Detail your previous paraplanning experience, focusing on specific tasks you've undertaken that align with the responsibilities mentioned in the job description, such as participating in client meetings and formulating financial plans.
Proofread and Edit: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Berry & Oak
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. Since they pride themselves on providing excellent service to high-net-worth clients, be prepared to discuss how you align with their commitment to quality and integrity.
✨Showcase Your Paraplanning Skills
Be ready to demonstrate your understanding of the financial planning process and compliance aspects. Prepare examples from your previous experience that highlight your ability to support financial planners effectively.
✨Engage in Client-Focused Discussions
Since this role encourages participation in client meetings, think about how you can contribute to formulating financial plans. Be prepared to discuss your approach to client interactions and how you can add value to their financial strategies.
✨Express Your Desire for Growth
The company offers opportunities for professional development, so express your ambition to achieve Chartered or Certified financial planner status. Discuss any relevant training or qualifications you are pursuing or plan to pursue.
