At a Glance
- Tasks: Support financial advisers by conducting research and preparing tailored reports.
- Company: Join a professional financial services firm with a commitment to excellence.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace with flexible working options available.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in paraplanning and report writing; Level 4 Diploma preferred.
The predicted salary is between 37500 - 37500 £ per year.
We are recruiting for a Paraplanner within Financial Services on a permanent and full time basis.
Location: Leicester, Leicestershire LE8
Salary: Circa £37,500 per annum
Contract: Permanent, office based
Hours: Monday to Friday 9am until 5pm
About the Role
Our client is looking to appoint an experienced Paraplanner to provide comprehensive support to their financial advisers. This is an excellent opportunity for a technically strong and detail-focused individual to play a key role in delivering high-quality advice solutions and ensuring a seamless client experience.
Key Responsibilities
- Conduct provider and product research, fund performance and risk analysis, and cashflow modelling using FE Analytics or similar tools.
- Prepare bespoke, compliant suitability reports tailored to individual client needs.
- Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
- Support senior staff and advisers with technical analysis and evidence-based recommendations.
- Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
- Maintain your own workflow, working independently to meet deadlines and service level agreements.
- Communicate effectively with clients and colleagues via phone, email and written correspondence.
- Collaborate with team members to ensure consistent service delivery and provide cover during absences when required.
Skills and Experience
- Proven experience in paraplanning and report writing within financial services.
- Strong technical knowledge of pensions, investments and retirement planning.
- Ability to extract and interpret relevant information from Fact Finds to produce cohesive and compliant reports.
- Experience with fund performance and risk analysis.
- Experience with cashflow modelling.
- Knowledge of various platforms and providers would be advantageous but is not essential.
- A client-focused approach, with a commitment to excellence and relationship-building.
- Exceptional attention to detail and adherence to compliance and quality standards.
- Excellent organisational and time management skills, with the ability to prioritise and manage a high volume of tasks under pressure.
- Proficiency in Microsoft Word, Excel, Outlook and Teams, with experience using Curo or similar systems desirable.
Qualifications
- Level 4 Diploma in Regulated Financial Planning (DipPFS), or actively working towards completion.
What's on Offer
This is a fantastic opportunity to join a professional financial services environment where you will be able to use your technical knowledge, support experienced advisers and contribute to the delivery of high-quality client outcomes. If you are an experienced Paraplanner looking for your next opportunity, we would welcome the chance to speak with you.
About Us
We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options. We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies Privacy Notice.
Paraplanner in Blaby employer: Nicholas Associates Group Limited
Join a dynamic financial services team in Leicester as a Paraplanner, where your expertise will be valued and your contributions will directly impact client satisfaction. We offer a supportive work culture that prioritises professional development, ensuring you have the resources to excel in your role while enjoying a healthy work-life balance. With a commitment to diversity and inclusion, we provide a welcoming environment for all employees, alongside competitive remuneration and opportunities for career advancement.
Contact Details:
Nicholas Associates Group Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Blaby
✨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 Nicholas Associates Group Limited. 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 in Blaby
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 Nicholas Associates Group Limited.
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 Nicholas Associates Group Limited'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 Nicholas Associates Group Limited
✨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 Nicholas Associates Group Limited.
✨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 Nicholas Associates Group Limited 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 Nicholas Associates Group Limited 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.
