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- Tasks: Prepare detailed reports and support advisers with tailored investment recommendations.
- Company: Established Wealth Management practice in Kent with a supportive team culture.
- Benefits: Competitive salary, hybrid working, 24 days holiday, and professional development support.
- Why this job: Join a friendly team and enhance your financial planning expertise while making a real impact.
- Qualifications: Experience in Paraplanning, strong knowledge of pensions and investments, and Level 4 Diploma in Financial Planning.
The predicted salary is between 40000 - 55000 £ per year.
Our client is a well-established Wealth Management practice based in Kent, offering expert advice on pensions, investments, and broader financial planning. This is an excellent opportunity for an experienced Paraplanner looking to further develop their technical knowledge within a supportive, sociable, and collaborative team. You’ll benefit from full administrative support and clear communication channels between Paraplanning and Advisory teams, enabling you to focus on delivering high-quality, compliant, and client-focused work.
- Prepare detailed suitability reports and technical research for advisers.
- Support advisers in delivering tailored investment and pension recommendations.
- Conduct thorough product research and fund analysis.
- Maintain accurate client records and ensure compliance with internal processes.
- Contribute to process improvements within the Paraplanning function.
Benefits:
- £40,000 - £55,000
- Hybrid working: In on Monday and then one other day minimum
- Hours: 8.30am to 5pm
- Friendly, positive working environment
- 24 days’ holiday plus bank holidays (discretionary office closure at Christmas)
- Birthday holiday
- Company pension scheme
- Private medical insurance
- Financial planning services
- Health & wellbeing programme
- Free on-site parking
- Sponsorship for relevant professional exams and paid study leave
To be considered for this Paraplanning position:
- Proven experience in a Paraplanning or similar technical support role within financial planning.
- Strong working knowledge of pensions and investment products.
- Excellent attention to detail and analytical skills.
- Level 4 Diploma in Financial Planning (or close to) - CII/CISI/LIBF
- A proactive, collaborative approach and strong communication skills.
Apply today to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience, motivations, and career goals before presenting your details to the client. We may also recommend other opportunities that align with your background and aspirations.
Locations
Senior Paraplanner in Oxted, Surrey employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Oxted, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at wealth management firms. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions and investment products, as well as your experience in preparing suitability reports. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
✨Tip Number 4
Apply through our website for the best chance of landing that Senior Paraplanner role. We’re here to help you every step of the way, and we’ll make sure your application gets the attention it deserves!
We think you need these skills to ace Senior Paraplanner in Oxted, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Paraplanning and showcases your knowledge of pensions and investment products. We want to see how your skills align with what we're looking for, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Paraplanner role. Share your motivations and how you can contribute to our friendly and collaborative team.
Showcase Your Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. A polished application reflects your professionalism and commitment to high-quality work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity. Don’t miss out!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investment products. Be ready to discuss specific examples from your past experience that demonstrate your technical expertise. This will show the interviewers that you’re not just familiar with the concepts, but you can apply them effectively.
✨Showcase Your Attention to Detail
As a Senior Paraplanner, attention to detail is crucial. Prepare to discuss how you've maintained accurate client records and ensured compliance in previous roles. Bring along examples of reports or analyses you've prepared to illustrate your meticulous approach.
✨Be Collaborative
Highlight your ability to work within a team. Share experiences where you’ve supported advisers or contributed to process improvements. This will resonate well with the company’s emphasis on a supportive and collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their Paraplanners. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
