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
✨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 EG Recruiting. 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
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 EG Recruiting.
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 EG Recruiting'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 EG Recruiting
✨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 EG Recruiting.
✨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 EG Recruiting 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 EG Recruiting 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.
