At a Glance
- Tasks: Support Independent Financial Advisers by preparing financial reports and conducting research.
- Company: Established firm with over 50 years of success and a close-knit team.
- Benefits: Competitive salary, career progression, holiday, healthcare, and pension scheme.
- Other info: Dynamic onsite role with opportunities for increased responsibility.
- Why this job: Join a profitable division with a clear path to becoming an adviser.
- Qualifications: Previous Paraplanner experience and Level 4 diploma or equivalent required.
The predicted salary is between 39000 - 52000 £ per year.
Senior Paraplanner – Banbury £45,000 - £60,000 + Career Progression to Adviser + Holiday + Healthcare + Pension Scheme + Internal Incentives
Are you a Senior Paraplanner looking to join a well-established and growing firm that can offer clear 18 month progression route into an adviser role with an existing client bank? This is an excellent opportunity to join a company that has been operating successfully for over 50 years and to become part of its most profitable division. Due to continued growth, they are seeking a Paraplanner to join their close-knit team, with the opportunity to progress into an adviser role.
Your main responsibility will be to support the Independent Financial Adviser by preparing financial reports, conducting research and providing the analytical backbone needed to deliver and streamline high-quality financial planning for clients. This is a perfect opportunity for a Paraplanner who is passionate about quality control, thinks independently and proactively challenges advisers to deliver the best outcomes for clients.
The Role:
- Onsite
- Senior Paraplanner role with clear progression route to adviser
- Supporting two Independent Financial Advisers preparing detailed financial reports, conducting product and investment research.
- Act as a quality controller and actively support lateral thinking to apply the most appropriate solutions
The Person:
- Previous industry experience as a Paraplanner required
- Must have a minimum of Level 4 diploma or equivalent
- Ability to work independently and wants to take on more responsibility
- Happy to be in an onsite position
Paraplanner (Pensions Management) in Banbury employer: Eden Rose
Join a well-established firm in Banbury that has been thriving for over 50 years, offering a supportive and close-knit work culture where your contributions are valued. With a clear 18-month progression route to an adviser role, competitive salary, and comprehensive benefits including healthcare and a pension scheme, this is an excellent opportunity for a Senior Paraplanner eager to grow their career while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Banbury
✨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 Eden Rose. 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 (Pensions Management) in Banbury
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 Eden Rose.
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 Eden Rose'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 Eden Rose
✨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 Eden Rose.
✨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 Eden Rose 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 Eden Rose 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.
