At a Glance
- Tasks: Support clients by creating reports and analysing data to meet their financial needs.
- Company: A supportive IFA firm with a friendly team and excellent staff retention.
- Benefits: 30 holidays, 8% pension contribution, study support, and flexible working options.
- Other info: Work in beautiful rural offices near Richmond with opportunities for professional growth.
- Why this job: Join a caring team where client interests truly matter and enjoy great career progression.
- Qualifications: Experience in paraplanning and proficiency in financial planning software is essential.
The predicted salary is between 36000 - 60000 £ per year.
Benefits:
- Office based, with occasional remote working
- Hours: 9-5
- Holidays: 30 plus stats and Christmas closure
- Pension: 8% company contribution
- Study support, if desired
- Free parking
Candidate Requirements:
- Must have some experience in paraplanning
- Possess sound technical knowledge in pensions, investments, tax and general financial planning
- Proficient with financial planning software, notably FE Analytics, Voyant, O&M Pension Profiler, Asset Adviser, Cash calc etc.
- Motivated with a genuine interest in Financial Services; ESG awareness would be desirable
- Possess a high level of accuracy, especially in writing reports
- Comfortable managing multiple tasks simultaneously and meeting tight deadlines
- Exceptional attention to detail, confident working in a fast-paced environment
- Excellent communication, organisation and teamwork skills
- Friendly, professional and client focused
Role:
It’s rare to find superb benefits in a smaller, supportive IFA firm; however, our client values employees and, as a result, has excellent staff retention. Due to progression, there are opportunities for a Paraplanner to join their small and friendly team. Ideally, you will be a Diploma qualified Paraplanner; however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice for the right individual (if desired). This is an environment where you’ll be looked after, where clients’ interests genuinely matter and they are treated as they should be. You’ll work out of fabulous rural offices, located near Richmond, with an element of flexibility to occasionally work from home.
Responsibilities will include:
- Paraplanning and administrative support, as required
- Create comprehensive and compliant suitability reports
- Use research tools to analyse data and provide solutions to meet clients’ needs and objectives
- Work collaboratively with the team to support client outcomes
- Build and maintain relationships with clients
- Liaise with providers to obtain information
Qualifications:
Level 4 Diploma (DipPFS or equivalent) is desirable, not essential.
Know someone who the above job would be a perfect fit for? REFER THEM ...and receive £250 (in vouchers) when they start in their new role!
Paraplanner employer: EG Recruiting
Join a supportive IFA firm that prioritises employee well-being and offers exceptional benefits, including 30 days of holiday plus bank holidays and an 8% pension contribution. With a friendly work culture and opportunities for professional growth, including study support for achieving your DipPFS, this role as a Paraplanner near the picturesque Richmond area provides a fulfilling environment where client interests are genuinely valued.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you're comfortable discussing pensions, investments, and tax planning. We want you to shine when they ask about your experience with financial planning software!
✨Tip Number 3
Show off your attention to detail! Bring along examples of your previous reports or projects that highlight your accuracy and organisational skills. This will demonstrate your capability to manage multiple tasks and meet tight deadlines.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your paraplanning experience in your application. We want to see how your technical knowledge in pensions, investments, and tax can benefit our team. Don’t forget to mention any financial planning software you’re familiar with!
Be Detail-Oriented:Since attention to detail is key for this role, ensure your application is free from typos and errors. We appreciate a well-structured application that reflects your ability to produce accurate reports and manage multiple tasks effectively.
Express Your Interest in Financial Services:Let us know why you’re passionate about financial services and how you stay updated on industry trends, especially regarding ESG. A genuine interest can really set you apart from other candidates!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen to join our friendly team!
How to prepare for a job interview at EG Recruiting
✨Know Your Stuff
Make sure you brush up on your technical knowledge in pensions, investments, and tax. Familiarise yourself with the financial planning software mentioned in the job description, like FE Analytics and Voyant. Being able to discuss these tools confidently will show that you're ready to hit the ground running.
✨Show Your Passion
Demonstrate your genuine interest in Financial Services during the interview. Talk about any relevant experiences or projects that sparked your enthusiasm for the industry. If you have insights into ESG, don’t hesitate to share them; it could set you apart from other candidates.
✨Be Detail-Oriented
Since attention to detail is crucial for this role, prepare to showcase examples of how you've maintained accuracy in your previous work. Whether it's writing reports or managing multiple tasks, be ready to discuss how you ensure everything is spot on.
✨Team Player Vibes
This role involves collaboration, so highlight your teamwork skills. Share instances where you've worked effectively with others to achieve client outcomes. A friendly, professional attitude will resonate well with the interviewers, especially in a supportive environment.
