At a Glance
- Tasks: Support Financial Planners by managing advice cases and preparing client reports.
- Company: Established financial advisory firm with a strong reputation and supportive culture.
- Benefits: Generous salary, hybrid working, life assurance, and increasing holiday allowance.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Join a top-rated firm and make a real difference in clients' financial journeys.
- Qualifications: Diploma in Financial Planning and 2+ years in financial services required.
The predicted salary is between 40000 - 60000 £ per year.
Leicestershire (our ref AL1420)
Salary £40,000 - £60,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction.
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Advisers Best Financial Advisers to Work for award for the fourth time.
They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice.
Main Tasks
- Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated.
- Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required.
- Provide follow-up support to the Financial Planner and act as a key point of contact for clients throughout the initial advice process.
- Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client.
- Prepare or obtain illustrations for pensions, investments and annuities, where required.
- Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements.
- Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case.
- Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly.
- Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings.
- Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover.
Person Specification - Qualifications & Experience
- Essential Level 4 CII Diploma in Financial Planning (or equivalent).
- A minimum of 2 years experience in a financial services administration role.
- Financial Planning experience.
- Degree in Finance, Economics or Business (or equivalent work experience).
Person Specification - Knowledge & Skills Required
- Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc.
- Knowledge relating to pension, investment and protection products and their application in financial planning.
- Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role.
- Ability to create and maintain accurate computer-based records.
- Knowledge of Data Protection legislation.
- Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).
Benefits
- Discretionary Bonus
- Life assurance
- Pension
- 24 days holiday increasing incrementally
- Health Cash Plan Scheme
- Free Parking
- Hybrid scheme following initial training and induction
If this role is of interest, please apply with an up to date CV.
Paraplanner (Pensions) in Birmingham employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions) in Birmingham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like North Oak Recruitment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from North Oak Recruitment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like North Oak Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner (Pensions) in Birmingham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in North Oak Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show North Oak Recruitment how you can be a team player!
How to prepare for a job interview at North Oak Recruitment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with North Oak Recruitment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with North Oak Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
