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For Companies At a Glance
- Tasks: Support financial advisers by preparing reports and conducting research for clients.
- Company: Join an award-winning independent financial planning firm in Oxfordshire.
- Benefits: Enjoy hybrid working, generous holiday, and exam support for career growth.
- Why this job: Be part of a collaborative team and make a real impact in financial planning.
- Qualifications: Experience in IFA practice and Level 4 Diploma or close to achieving.
- Other info: Dynamic environment with structured career progression and supportive culture.
The predicted salary is between 42000 - 58000 £ per year.
A fantastic opportunity has arisen for an experienced Paraplanner to join an award-winning, well-established firm of independent financial planners based in Oxfordshire. Following a period of strong growth, the firm is expanding its technical team and is seeking a technical paraplanner who is passionate about delivering high-quality financial planning support to advisers and clients. This role offers genuine long-term career development, exam and study support, and the chance to work within a collaborative and supportive office culture.
The Opportunity
- Join a growing, highly respected IFA firm with a strong client base
- Work as a key member of the paraplanning and technical team (5 paraplanners and 10 Advisers)
- Be actively involved in report writing, research, and client case preparation
- Benefit from structured career progression and ongoing professional development
Benefits
- Hybrid working (2 days in the office, 3 from home)
- 5% employer pension contribution
- Salary sacrifice scheme
- 29 days holiday plus Christmas closure
- 4x salary death in service
- Income protection
- Exam and study support
- Supportive and collaborative working environment
To Be Considered For This Paraplanner Opportunity
- Experience working within an IFA practice is essential
- Previous paraplanning experience required
- Level 4 Diploma qualified or very close to achieving
- Professional, proactive, and positive attitude
- High attention to detail and strong technical ability
Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client.
Paraplanner in Chipping Norton employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Chipping Norton
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Talk about your experience, especially in IFA practices, and highlight your attention to detail and technical abilities. Let them see why you’re the perfect fit!
✨Prepare for Interviews
Do your homework before any interview. Understand the firm’s values and their approach to financial planning. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in your job search journey.
We think you need these skills to ace Paraplanner in Chipping Norton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience in IFA practices and any specific paraplanning skills you have. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our team. Be sure to mention why you're excited about this opportunity at StudySmarter.
Showcase Your Qualifications: Since we're looking for someone with a Level 4 Diploma or close to achieving it, make sure to highlight your qualifications prominently. If you're on the verge of completing it, let us know – we love supporting ongoing professional development!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Familiarise yourself with the latest regulations and tools used in the industry, as this will show your passion and commitment to the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your paraplanning experience. Discuss how you've contributed to report writing, research, and client case preparation, as these are key aspects of the job.
✨Ask Insightful Questions
Come prepared with questions that demonstrate your interest in the firm and the role. Inquire about their approach to professional development and how they support their paraplanners in achieving their qualifications.
✨Emphasise Teamwork
Since you'll be working closely with advisers and other paraplanners, highlight your ability to collaborate effectively. Share examples of how you've worked in a team to achieve common goals, as this aligns with the firm's supportive culture.
