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- Tasks: Support Financial Planners by creating financial plans and cashflow models.
- Company: Join an award-winning Chartered Financial Planning Firm focused on lasting relationships.
- Benefits: Enjoy 30 days holiday, hybrid working, and a potential bonus of up to 10%.
- Why this job: Develop your skills in a supportive environment with options for career progression.
- Qualifications: Minimum 2 years as a qualified Paraplanner and Diploma level qualification required.
- Other info: Part-time and flexible hours are considered; early Friday finishes possible.
The predicted salary is between 28800 - 48000 £ 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 / supporttowards qualifications
• Potential for bonus up to 10% ofsalary
• 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
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Milton Keynes
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as paraplanners. Attend local finance-related events or join online forums to connect with others in the field. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Research the company culture of the financial planning firm you're applying to. Understanding their values and work-life balance approach will allow you to tailor your conversations during interviews, showing that you align with their ethos.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience that demonstrate your ability to handle complex client scenarios. Highlight your organisational skills and how you've successfully supported financial planners in the past.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current compliance issues and technical developments will not only boost your confidence but also impress potential employers during discussions.
We think you need these skills to ace Paraplanner - Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, especially any complex client scenarios you've handled. Use specific examples to demonstrate your skills and achievements in financial planning.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention why you are drawn to their ethos of building lasting relationships and how your values align with theirs.
Showcase Your Qualifications: Clearly state your qualifications, including your Diploma level certification. If you have any additional training or certifications, mention them to show your commitment to professional development.
Highlight Interpersonal Skills: Since strong interpersonal skills are crucial for this role, provide examples of how you've successfully communicated with clients and colleagues in previous positions. This will help demonstrate your fit for the team.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial planning concepts. Be prepared to discuss specific scenarios you've handled in the past and how you approached them. This will show your potential employer that you have the expertise needed for the role.
✨Emphasise Your Organisational Skills
The job requires someone who is extremely organised. Share examples of how you've managed multiple tasks or projects simultaneously. Highlight any tools or methods you use to stay organised, as this will resonate with the firm's need for efficiency.
✨Discuss Your Development Goals
Since the firm values personal development, be open about your career aspirations. Talk about your interest in progressing towards a Financial Planner role and how you plan to achieve that. This shows your commitment to growth and aligns with their supportive ethos.
✨Prepare Questions About Work-Life Balance
Given the firm's emphasis on work-life balance, prepare thoughtful questions about their hybrid working model and how they support employees in maintaining this balance. This demonstrates that you value a healthy work environment and are looking for a long-term fit.
