At a Glance
- Tasks: Support advisers with research, analysis, and report writing in a remote role.
- Company: Established financial planning practice that values work/life balance.
- Benefits: Up to £45,000 salary, 28 days holiday, pension, and full exam support.
- Other info: Dynamic environment with opportunities for progression and ongoing technical development.
- Why this job: Join a supportive team where remote work enhances your career development.
- Qualifications: Level 4 qualification and previous paraplanning experience required.
Too many companies still expect you in the office even when the work doesn’t require it. Not this one. Here you’ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you’ll get to do the job you love whilst maintaining the work/life balance you need. It means you’ll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There’s also support with exams and if it’s in your long-term plans, support to help you break into advice. No out of sight out of mind here.
The starting salary is up to £45,000 alongside:
- Discretionary bonus
- 28 days’ holiday
- Pension
- Full exam support
- Ongoing technical development
- Longer-term progression opportunities within the wider group
It’s of note that the benefits package is under review and in line to improve further. Finally, it’s also important to know that we’ve worked with the leadership team for many years. They’re all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you’ll matter.
WHAT YOU’LL DO
You’ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Clients are private individuals and businesses, so you’ll work on a good variety of cases.
WHAT YOU’LL NEED
- Level 4 qualification
- Previous paraplanning experience within an SJP environment - this is a MUST HAVE
- The ability to attend the office 1 day per month
- Strong technical capability
- Excellent attention to detail
Want to know more? Click apply. If your CV isn’t fully up to date don’t worry - send us what you have and we can take it from there. Everyone will receive a response.
Paraplanner in Berkswell employer: Exchange Street Executive Search
Join a forward-thinking financial planning practice that prioritises your work/life balance and professional growth. With a strong commitment to remote working, you'll enjoy the flexibility to excel in your role as a Paraplanner while receiving comprehensive support for your exams and career progression. Our collaborative culture ensures that every team member is valued, making this an ideal environment for those seeking meaningful and rewarding employment.
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Berkswell
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a paraplanning role. You never know who might have the inside scoop on opportunities that aren't even advertised yet.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up to date and showcases your skills and experience. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Prepare for virtual interviews! Since this role is remote, you'll likely be interviewed online. Test your tech beforehand, dress professionally, and have a quiet space ready to go. Show them you can shine even from your home office!
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining us. Even if your CV isn't perfect, send it over and we'll help you take the next steps towards landing that dream job.
We think you need these skills to ace Paraplanner in Berkswell
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the paraplanning role. Highlight your Level 4 qualification and any previous experience in an SJP environment to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about paraplanning and how you can contribute to our team. Be genuine and let your personality shine through – we love to see that!
Showcase Your Technical Skills:Since this role involves technical analysis and cashflow modelling, make sure to mention any relevant tools or software you’re familiar with. We want to know how you can hit the ground running!
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 don’t miss out on any updates from our team!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, protection, and tax planning. Since you'll be supporting advisers with research and analysis, being well-versed in these areas will show that you're ready to hit the ground running.
✨Showcase Your Experience
Highlight your previous paraplanning experience, especially if it's within an SJP environment. Be prepared to discuss specific cases you've worked on and how your contributions made a difference. This will demonstrate your capability and fit for the role.
✨Emphasise Remote Work Skills
Since this is a remote role, talk about your ability to work independently and manage your time effectively. Share examples of how you've successfully collaborated with teams remotely, as this will reassure them that you can thrive in their flexible working environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's culture, development opportunities, and how they support their staff. This shows that you're genuinely interested in the role and want to ensure it's the right fit for you too.
