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- Tasks: Support advisers with research, analysis, and report writing to deliver top-notch financial advice.
- Company: Dynamic financial services firm based in Leicester with a focus on inclusivity.
- Benefits: Competitive salary, 25 days leave, free parking, and a supportive work environment.
- Why this job: Join a team where your skills will directly impact client outcomes and experiences.
- Qualifications: Experience in paraplanning and report writing, with strong knowledge of financial products.
- Other info: Flexible working options available; we value diversity and inclusion in our workplace.
The predicted salary is between 30000 - 42000 £ per year.
We are currently recruiting for a Paraplanner on a full time and permanent basis for our client based in Leicester.
Salary: £37,500 per annum
Working: Monday to Friday
Benefits:
- 25 days annual leave plus statutory bank holidays
- Free on site parking
About the role:
The Paraplanner will provide comprehensive paraplanning support to advisers, including provider and product research, portfolio analysis, and report writing. Responsibilities include:
- Product research, fund performance and risk analysis, and cashflow modelling.
- Prepare bespoke, compliant suitability reports tailored to individual client needs.
- Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions.
- Support senior staff and advisers with technical analysis and recommendations.
- Manage complex cases from inception to completion.
- Resolving technical queries and providing suitable remedies.
- Maintain your own workflow, working independently to meet deadlines.
- Collaborate with team members to ensure consistent service delivery.
About you:
- 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 reports.
- Experience with fund performance and risk analysis, cashflow modelling.
- Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems.
Qualifications:
- Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion.
If you are looking for a role where you will play a key part in delivering high-quality advice solutions and ensuring a seamless client experience, then please apply!
For more information, please call Rebecca.
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 are 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 employer: Nicholas Associates Group Limited
Contact Detail:
Nicholas Associates Group Limited Recruiting Team
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, especially those who know about paraplanning. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in pensions, investments, and retirement planning. This will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to paraplanning and report writing. Role-play with a friend or use online resources to refine your answers and showcase your expertise.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are eager to join us. Plus, it shows you're genuinely interested in being part of our team!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in paraplanning, report writing, and any relevant technical knowledge. We want to see how you fit into our team!
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Word, Excel, and any experience with systems like Curo. We love seeing candidates who can hit the ground running, so let us know what you bring to the table!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to describe your experiences and skills. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Nicholas Associates Group Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and retirement planning. Be ready to discuss specific products and strategies you've worked with, as this will show your expertise and confidence in the field.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, prepare examples of reports you've created in the past. Highlight how you tailored these reports to meet client needs and ensure compliance, as this will demonstrate your attention to detail and understanding of client outcomes.
✨Practice Your Workflow Management
Be prepared to talk about how you manage your own workflow and meet deadlines. Share specific examples of complex cases you've handled from start to finish, and how you resolved any technical queries along the way. This will illustrate your ability to work independently and efficiently.
✨Collaborate and Communicate
Emphasise your experience working with advisers and senior staff. Discuss how you’ve collaborated with team members to deliver consistent service and support. Good communication skills are essential, so be ready to share how you ensure everyone is on the same page during projects.
