At a Glance
- Tasks: Support financial advisers with research, analysis, and report writing in a hybrid role.
- Company: Independent Financial Adviser company based near Leicester, fostering a supportive team environment.
- Benefits: Salary up to £38,000, flexible working, and professional development opportunities.
- Other info: Opportunity for career growth in a fast-paced, client-focused environment.
- Why this job: Join a dynamic team and make a real impact in the investment and pension sector.
- Qualifications: Experience in paraplanning and a good understanding of investment and pension products.
The predicted salary is between 35000 - 38000 £ per year.
Hybrid option available - up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits.
My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered.
Duties and responsibilities include:
- Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing.
- Managing your own workflow whilst using your initiative to meet agreed service levels.
- You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
- Excellent organisational and communication skills.
- Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.
Skills and experience required:
- Experience of producing bespoke technical suitability reports.
- An exceptional working knowledge of Microsoft Word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems.
- Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports.
- Fund performance and risk analysis.
- Cash flow modelling.
- Manage complex cases, from inception to completion and find solutions to technical problems.
- Manage queries and provide suitable remedies.
- Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
- You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.
Hybrid Paraplanner - Investment & Pension Focus employer: North Oak Recruitment Ltd
Join a dynamic Independent Financial Adviser company on the outskirts of Leicester, where you will thrive in a supportive and collaborative work culture. With a hybrid working option after your probation, competitive salary, and opportunities for professional growth, this role as a Hybrid Paraplanner offers a rewarding career path in the investment and pension sector. Experience a commitment to excellence and client-focused service, making it an ideal environment for those looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Paraplanner - Investment & Pension Focus
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. Think about how your experience aligns with the role's requirements, especially around investment and pension products. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or portfolio analyses, to demonstrate your expertise during interviews. This will help you stand out and prove you’re the right fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. So, get that application in and let’s get you started on your new career!
We think you need these skills to ace Hybrid Paraplanner - Investment & Pension Focus
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Hybrid Paraplanner role. Highlight your experience in paraplanning, especially with investment and pension products. We want to see how your skills match what we're looking for!
Showcase Your Skills:In your application, don’t just list your skills—show us how you've used them! Talk about your experience with suitability report writing and managing complex cases. We love seeing real examples of your work.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. Remember, we appreciate accuracy and attention to detail, so proofread before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at North Oak Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investment and pension products. Be ready to discuss specific examples from your past experience that demonstrate your technical understanding. This will show the interviewers that you’re not just familiar with the terms, but you can apply them in real-world scenarios.
✨Showcase Your Reports
Prepare to talk about the bespoke technical suitability reports you've produced. Bring along a sample if possible (just ensure it’s anonymised). This will give the interviewers a clear idea of your writing style and attention to detail, which are crucial for this role.
✨Demonstrate Your Workflow Management
Be ready to explain how you manage your own workflow and meet service levels. Share specific strategies or tools you use to stay organised and efficient, especially when handling complex cases. This will highlight your initiative and ability to work under pressure.
✨Client-Centric Approach
Emphasise your client-focused approach throughout the interview. Share examples of how you’ve built strong client relationships and provided excellent service. This will resonate well with the company’s values and show that you understand the importance of client satisfaction in financial advising.
