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For Companies At a Glance
- Tasks: Support financial advisers with high-quality planning and client case preparation.
- Company: Award-winning independent financial planners in Oxfordshire.
- Benefits: Hybrid work, 29 days holiday, pension contributions, and exam support.
- Why this job: Join a growing team and develop your career in a supportive environment.
- Qualifications: Experience in IFA practice and Level 4 Diploma or close to achieving.
- Other info: Collaborative culture with structured career progression opportunities.
The predicted salary is between 35000 - 50000 £ 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: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Chipping Norton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and case studies. We recommend practising common paraplanning scenarios so you can showcase your skills and experience confidently when it counts.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance of landing that dream job! We make it easy for you to connect with top firms looking for talented paraplanners like you. Don’t miss out!
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 experience in IFA practices and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality show through.
Showcase Your Technical Skills: Since this role requires strong technical ability, be sure to mention specific tools or software you've used in your previous paraplanning roles. We love seeing candidates who are tech-savvy and detail-oriented!
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’s super easy!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Understand the key financial planning concepts and be ready to discuss how you've applied them in previous roles. This will show that you're not just qualified, but also passionate about the field.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in an IFA practice. Talk about your involvement in report writing, research, and client case preparation. This will demonstrate your hands-on skills and how you can contribute to their team.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s culture, the team dynamics, and opportunities for professional development. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and the company.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don’t forget to let your personality shine through. A positive attitude and a collaborative mindset are key traits they’re looking for, so be sure to convey that during your conversation.
