At a Glance
- Tasks: Support Financial Planners by creating financial plans and cashflow models.
- Company: Award-winning Chartered Financial Planning Firm with a supportive culture.
- Benefits: 30 days holiday, health cashback scheme, hybrid working, and training support.
- Other info: Opportunities for career growth towards Certified Financial Planner.
- Why this job: Join a dynamic team and develop your skills in a flexible work environment.
- Qualifications: Minimum 2 years as a qualified Paraplanner and Diploma level qualified.
The predicted salary is between 33075 - 40425 £ per year.
We are currently recruiting for a Financial Planning firm near Milton Keynes who are looking to recruit a Paraplanner. This is an excellent opportunity for an experienced paraplanner who thrives on complex client scenarios. They will encourage and support your development in specialist areas, improving your paraplanning skills. Development towards a Financial Planner role is always an option, but they value both roles equally and will support your development whatever path you choose. They understand the right balance is needed when it comes to work and personal life. So, they do all they can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with potential for early Friday finishes. Couple this with a competitive salary and beneficial perks, they aim to ensure they support and are flexible for each other.
As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, their ethos is to provide an independent financial planning service. They aim to build relationships that last a lifetime with both their clients and their staff. They are looking for a Paraplanner / Technical Specialist, an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging role keeping the best possible service and company standards.
The role of the Paraplanner is to deliver support to the Financial Planner, creating financial plans and creating cashflow models, writing reports and recommendations for our clients. Working within the paraplanning team, you will also work closely with the administration team. You will be someone who has strong interpersonal skills and be able to apply your own judgement and experience. A minimum of 2 years’ experience working as a qualified Paraplanner in a Financial Planning firm is essential. You will be at least Diploma level qualified. The individual must be willing to take ownership of their own personal development. However, there is a training and development programme available to assist you in working towards becoming a fully qualified Certified Financial Planner and Chartered Financial Planner, if you wish.
Purpose of Job: To work alongside Financial Planner taking full responsibility for preparation and implementation of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs. To keep up to date with technical and compliance issues and undertake any necessary research.
Benefits:
- 30 days holiday (plus bank holidays)
- 3% employer pension contribution
- Health Cash back Scheme enrolment
- Training allowance / support towards qualifications
- Potential for bonus up to 10% of salary
- Hybrid working options
- Potential for Friday early finishes
- Applications from candidates wanting to work part-time or alternative hours will be considered
Paraplanner - Milton Keynes employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Milton Keynes
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blakemore Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner - Milton Keynes
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blakemore Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blakemore Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blakemore Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blakemore Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blakemore Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blakemore Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
